Client Strategy & Analytics

Description de l'offre

Natixis is looking for a Client Strategy & Analytics Associate / VP to join our Client Strategy Group in New York.

Instrumental in making CIB businesses client-centric, the Client Strategy Group’s missions are to:

• Support CIB Americas client strategy and development, promoting increase in share of wallet and client profitability with target clients through the process of account plans and client segmentation
• Report on client activity and performance analytics
• Provide relationship managers and business heads with strategic insights and analysis to support decision making
• Build and manage client knowledge, promoting the usage of the CRM for greater level of client intelligence through information-sharing.

• Develop analytics & tools to 1. Measure relationship success and client profitability, 2. Assess performance of sales forces and relationship managers (sales credit, commercial intensity,…).
• Develop expertise in all types of client data and ability to read / leverage the information to support decision making and identify business opportunities (client segmentation and profitability / resources allocations, cross sell and performance analytics).
• Ensure the integrity, consistency, quality of the data, analysis and dashboards on a regular and ad hoc basis
• Provide sales & relationship managers with bespoke analysis, data and reports to assist in the review of their client portfolio
• Prepare commentary on our client activity, communicate on activity to management and coverage
• Conduct comprehensive analysis of accounts for business development purposes and identification of cross-selling opportunities
• Promote the use of our CRM solutions and partner with internal stakeholders to drive improvements

Profil recherché

Profile recherché

• Bachelor’s degree in Finance or related, 2-5 years’ experience in similar positions in Banking or Consulting industries
• Solid finance / capital markets knowledge, good understanding of capital markets & banking products suite, and related performance metrics
• Ability to manipulate data, interpret numbers and deliver relevant messages in a succinct fashion for senior management.
• Organized, proven analytical and interpersonal skills
• Curious, strategic, global, and entrepreneurial mindset
• Advanced skills in Excel, knowledge of CRM (Salesforce), Business Intelligence (Business Objects, Qlik, Tableau) solutions and data providers (S&P Capital IQ, Dealogic) a plus
• Ability to manage simultaneous projects and meet deadlines
• Strong communication (written and spoken) and presentation skills. Confident in working with executive management and actively exchange with Relationship Managers and business heads

À propos de BPCE

Natixis is the international corporate and investment banking, asset management, insurance and financial services arm of Groupe BPCE, the 2nd-largest banking group in France with 31 million clients spread over two retail banking networks, Banque Populaire and Caisse d’Epargne.

With more than 17,000 employees, Natixis has a number of areas of expertise that are organized into four main business lines: Asset & Wealth Management, Corporate & Investment Banking, Insurance and Specialized Financial Services.

A global player, Natixis has its own client base of companies, financial institutions and institutional investors as well as the client base of individuals, professionals and small and medium-size businesses of Groupe BPCE’s banking networks.

Listed on the Paris stock exchange, it has a solid financial base with a CET1 capital under Basel 3(1) of €12 billion, a Basel 3 CET1 Ratio (1) of 10.65 % and quality long-term ratings (Standard & Poor’s: A / Moody’s: A2 / Fitch Ratings: A).

(1)Based on CRR-CRD4 rules as reported on June 26, 2013, including the Danish compromise - without phase-in.

Figures as at December 31, 2017