Business Management Specialist, AS

Overview

The Business Management Specialist (Associate) role sits within the Fixed Income Operations COO / Business Management function, covering strategy, financial performance, headcount management, governance and control across multiple business management streams.

What you'll do

• Establish the plan, explain the cost base and forecast financial performance.
• Understand and gain expertise in key DB tools such as Workday, DBBuyer, financials (eFEAT, OK2A GGL, Data Core) to enable governance of headcount and financials.
• Prepare, analyze and respond to monthly and quarterly financial, headcount and strategic reporting.
• Understand cost allocations from providers and explain them to clients and the business.
• Develop and maintain a clean UBR structure with finance and other team members.
• Identify and run cost saving projects to enable bank and function targets.
• Share best practices across teams and the business to help teams achieve long-term strategic goals.
• Negotiate and track plan transfers in alignment with strategic objectives.
• Manage the Change Book of Work to enable business and bank targets.
• Maintain the headcount census and reconcile it at regional and product level.
• Oversee tracking and hiring of all open roles (growth and backfill).
• Work with internal teams to increase the accuracy of headcount forecasts.
• Manage regional/local requirements around space planning and other local considerations.
• Help implement local or regional talent development initiatives.
• Support promotions, recognition awards, relocation, exceptions and other people activities.
• Assist with recruitment and supervise the development and training of team members.
• Coordinate approvals for mandatory, justifiable travel.
• Ensure compliance with all policies for the relevant region or domain (mandatory training, recertifications, VRM, etc.).
• Maintain Business Continuity and Crisis Response plans for the region or domain.
• Work with product, regional or global teams to establish target operating models.
• Manage or sponsor a portfolio of projects to achieve business objectives.
• Support technology enhancements by working with the global team to identify, prepare business cases for and prioritize changes to technology platforms.
• Drive productivity and process improvement by working with support groups in India and operations to understand exceptions at a granular level and identify required technology enhancements.
• Serve as a resource, mentor and coach for group members on strategy, organizational design, and development and execution of the target operating model.
• Carry out cross-training, succession planning, preparation of management reports, and contribute to departmental initiatives.
• Work with departments to ensure timely and accurate daily processing of all activities within set timelines.

What you'll need

• Proficient in MS Office, with specific concentration on MS Excel and PowerPoint.
• Self-motivated.
• Strong written and verbal communication skills.
• Strong analytical abilities, a high degree of control awareness, attention to detail, and focus on quality output.
• Experience in a COO role.
• Capacity to build relationships with clients internally and externally and focus on client satisfaction.
• Experience working in a COO role in an Investment Banking domain.
• High-level understanding of Investment Banking.
• Minimum qualification: graduate in commerce or business management.
• 5 to 10 years of Investment Banking operations experience, of which at least 4 years hands-on in a COO role.
• Understanding of financials (any financial course).
• Course/certification in Excel.
• Proven ability to leverage AI tools to enhance productivity and optimise workflows to solve business problems, applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Nice to have

• PMP or Six Sigma certification.

Details

• Location: Bangalore, India.
• Corporate title: Associate.
• Works closely with Operations, Finance, HR, Risk and Control, IT and Audit Support teams.