DCM / Loans / CIB - Relationship Manager / Research Manager

I started working with this firm as a start-up in 2010. Today they are a UK success story, following an ex-McKinsey CEO, who powered the firm to 300 people. They work with near every major bank globally.

Small, highly intelligent teams of ex- front office sales, traders and M&A/deals/coverage talent work with 'Heads of' across Strategy, Product and other management teams, helping them understand their business better through data. The data this company has built is largely proprietary and has a hand in helping to position banks relative to their competitors and think about their broader product, pricing and organisational structure.

Following significant client demand, the business is growing its Research team with an additional hire in the Corporate Banking/DCM/Loans space. For this role you'll need to be comfortable working with data, whilst also being client-facing, working with various banks and 'Heads of' to understand the impact of the data, how to improve things and how to help reorientate the firm's data model/assets. This role has the following three primary components:

1. Being the subject matter expert for Competitor IBD (M&A, ECM, DCM) and Lending; focus more on DCM side

2. Alongside client-allocated Relationship teams, provide research and product expertise support for banks

3. Support the development and growth of the IBD (M&A, ECM, DCM) and Lending platforms.

1. Subject Matter Expert

• Develop knowledge to enable you to be a subject matter expert across the IBD and Lending landscape

• Analyse, interpret and deliver IBD & Lending data to present key messages to senior clients – focus on ensuring maximum impact of messaging and actionability

• Contribute to the understanding of the ongoing evolution of IBD & Lending activity

2. IBD (M&A, ECM, DCM) Delivery

• With the Relationship Management teams, deliver the IBD & Lending products with the annual delivery schedules, attending delivery meetings in person or via VC/call

• Prepare analytics ready to present to clients in line with contractual remit and timeframes

• Work closely with the Analytics centre in Mumbai on execution of project and deliveries

3. Content and Analytics development

• As part of the global Research team, lead the analysis to develop the IBD & Lending bank performance model

REQUIRED EXPERIENCE AND SKILLS

• Keen interest in CIB content – IBD and Lending content knowledge is essential.
• Must have knowledge or experience of Corporate and Investment Banking markets: trends, Financial Services sector, specific competitors and their strengths
• Preferred backgrounds where relevant experience is likely to have been gained: Banks’ Client Management teams; coverage or broad IBD-related product teams, Banks’ Client Strategy teams/Business Management function within banks, FS practice of a Consulting firm, Product Manager of a benchmarking firm

• Strong quantitative and analytical skills and aptitude, and an ability to work with significant amounts of data, both numerical and qualitative.

• Candidates must have high intellect demonstrated by a strong academic background – this will typically be demonstrated by a strong undergraduate degree; in the absence of this, demonstration of compelling alternative qualification or experience.

Work-life balance is taken seriously here. Our last hire was in DCM Coverage from a top 5 bank who worked 15-18 hour days. At this firm, you work your own schedule, within reason, and can build your life around sensible hours and demands. There is a clear career path and we are looking for driven, smart candidates. Former hires have gone on to: 1) Lead the BOAML account in NYC, running a team of 8 people 2) Promoted 3 times to now a new role: Global Head of AI 3) Promoted up to Global Head of Business Development 4) Went from Associate to Global Head in 8 years, running all the main asset management accounts today.