Client Solutions Business Analyst

Overview

Why this job is important to us The client solutions team works on a variety of projects related to active deals and strategic initiatives. The team collaborates with sales teams and SMEs from both Alpha and CRD to design solutions for prospects and clients. The team is often involved in the deal pricing process and supports sourcing metrics needed for pricing estimation.

The team is frequently engaged on requests for proposals (RFPs) for potential new clients and contributes to content creation in the Lexicon database. The team also supports Alpha demo initiatives and the creation of new demo content.

• Solution design on active Alpha deals – manage the entire deal process
  • Service definition support
  • Client discovery calls
  • Weekly update calls with clients; update weekly dashboards used during client meetings
  • Development of client future state operating model and materials
• RFPs
  • Assist in sourcing answers and positioning RFP questions related to Alpha services
  • Lead collaboration across Alpha subject matter experts (SMEs)
• Demo initiatives
  • New video content creation – Alpha demos and presentations highlighting Alpha value proposition
  • Provide expertise on the Consensus demo tool and support its use for business cases and industry events; liaise with the Consensus vendor support team
  • Support live client demos
• Metrics gathering/client reports
  • Involves data collection, aggregation and analysis for Alpha clients
• Ad-hoc projects such as creating an internal newsletter for use across the global client solutions team and total cost of ownership analysis

• Understanding of financial markets
  • This helps with comprehension of topics discussed during deal solutioning
• Strong communication skills; ability to collaborate cross-functionally to support technical concepts
  • There is a lot of interaction with different solution owners, SMEs, and sometimes clients
  • A lot of this role involves listening to how a client’s current process works and their requirements for a future state solution to then determine how to integrate these processes with Alpha and align client requirements to our standard Alpha solution.
• Enthusiasm for learning, an innovative mindset and commitment to career development
• Demonstrated problem solving skills and ability to multi-task, pivot quickly and learn new topics
• Proficiency with Microsoft PowerPoint and Excel
• Highly organized and detail oriented

• Learn about a variety of topics related to financial markets and cutting edge technology
• Get exposure to and collaborate with a variety of teams, subject matter experts and executives within Alpha across the front office, middle office, back office and data space
• Work directly with prospects and clients
• Further develop communication, problem solving, presentation, data analysis and visualization skills

$65,000 - $113,750 Annual

Notes:
The quoted range applies to the role in the primary location specified; ranges may differ if the candidate works outside the primary location.

We are an equal opportunity employer. We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, or other characteristics protected by applicable law.