Revenue Operations Analyst

FIG Revenue Operations Analyst

Description

The FIG Revenue Operations Analyst supports critical Financial Institutions Group (FIG) functions in partnership with FIG Management and FIG Teams (Balance Sheet Strategy + Investment Banking). Reporting to the FIG Revenue Operations Associate and liaising with FIG Management, FIG team members, Business Intelligence, and other firm resources, the FIG Revenue Operations Analyst efficiently internalizes, executes, and improves business processes while contributing to creative solutions to enhance client, team, and firm results. The role demands a rigorous systems thinking and organizational mindset and ability to operate as a “generalist specialist” – pivoting and delivering effectively across numerous functions and projects. The FIG Revenue Operations Analyst will gain exposure to many aspects of business development, management, and execution, with diverse opportunity for professional development.

Duties:

• Report to the FIG Revenue Operations Associate, who reports directly to the Head of Financial Institutions Group (FIG).
• Assist in delivering critical FIG functions, including:

1. Commission and compensation systems and processes (and related reporting).
2. Account management and allocation.
3. CRM adoption and best practices.
4. Business Intelligence and data-driven insights and best practices.
5. Ad hoc team, client, and management requests and projects.

• Contribute to continuous improvement of FIG processes, including:

1. Business data capture, interpretation, and reporting (e.g. expanded Business Intelligence reporting and PowerBI dashboards).
2. Team and business development, accountability, and results (e.g. account allocation, sales/marketing/education strategies, best practices, and LookBack initiatives).
3. Expanded CRM functionality, adoption, capabilities, and outputs.

• Respond efficiently and accurately to ad hoc requests from management & teams.
• Coordinate amongst teams, department leadership, and other departments to accelerate FIG and firm objectives.

Qualifications:

Professional

• Strong drive to investigate and solve problems independently, seeking to provide a top-notch experience for all clients, internal and external.
• Self-motivated, curious, and teachable.
• Exemplary follow-through skills and the ability to meet internal and external deadlines.
• Strong work ethic with determination to master the skills necessary to help the team succeed.
• Strong attention to detail and the ability to conduct QC on their work and others work.
• Ability to learn new skills quickly and identify process improvements to help maximize efficiency.
• Strong verbal and written communication skills, with an ability to articulate complex concepts clearly and concisely.
• Strong interpersonal skills and the ability to work effectively with many employees across the firm.

Technical

• Demonstrated data and process management skills acquired through related work experience.
• Intermediate to expert working knowledge in Excel.
• Demonstrated ability to build (or quickly learn) complex statistical models to drive future business decisions.
• Knowledge of or ability to quickly gain intermediate to advanced working knowledge in SQL and/or Python.