Manage internal relationships with Sales, Trading, and infrastructure partners

Supervise the production of daily, weekly, monthly, quarterly, semi-annual, and year-end MIS reports

Analysis of sales and trading revenue and market data

Creation of performance metric tools

Preparation of pitch books, term sheets, marketing material, information dashboards, business plans and strategy presentations

Market and industry research using Bloomberg and the internet

Prepare and create financial trend reports, prepare forecast/plan by product type, channel and shared services and identify areas for revenue enhancement/ client trends