Position Profile
Key Objective
The purpose of this position is to manage global workflow for BIS at a leading financial institution. Manages clients expectations regarding their requests by communicating via email and phone.
Position Objectives
- Manages queue for group using BIS workflow tool. Clarifies requests, confirms deadlines, prioritizes work and manages client expectations around expected deliverables. Assigns requests to onshore staff when appropriate
- Assigns jobs to the offshore team to complete and communicates with the offshore team on a regular basis regarding workflow
- Supports projects requiring news, market research, financial filings and statistical data from other commercial databases, government agencies and industry associations
- Manages a consistently volume of research requests and monitors project time based on complexity level of each project. Delivers actionable results in a structured format that meets or exceeds the clients expectations
- Provides research support by answering quick turnaround requests
- Assists internal clients with data systems
- Backup to offshore staff and Information Specialists depending on demand, volumes and staffing levels
- This position is also required to complete specialized duties or projects as assigned.
Personal Success Characteristics
- Real time organizational skills required
- Ability to manage client expectations via email and verbal communication
- Judgment required to resolve service problems within a set of procedural guidelines; alert management to service problems or opportunities
Previous Experience Requirements
- Skills and experience to be able to produce secondary research and analysis in a business research setting. Broad knowledge of standard secondary research sources, financial data services and corporate documents
- Understanding of global investment banking and capital markets
- Ability to apply source knowledge to research projects that produce complete, cost effective results
- Communication skills required to deliver research findings to client staff as well as demand manage client expectations in an efficient manner
Educational Requirements
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BA/BS required. Masters in Library and Information Science, Business/Finance, or other relevant specialty desirable.