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Business Management & Insights Analyst - CIB

Discussion

Summary

A junior-to-mid individual contributor role providing analytical and business management support to a corporate & investment banking (CIB) team: analysing large messy datasets, building trackers/dashboards, and producing executive-ready PowerPoint narratives. Core tools are Excel, PowerPoint, and AI productivity tools like Copilot and Claude.

Provide hands-on analytical and business management support to the central team by turning messy/ambiguous inputs into clear insights, trackers, and executive-ready PowerPoint narratives. The role is intended to provide additional capacity for “getting things done” across day-to-day team priorities.

Key Responsibilities

  • Analyse large datasets (often complex spreadsheets and multiple sources) to identify trends, risks, gaps, and opportunities.

  • Build and maintain trackers, dashboards and KPI reporting to support transformation, compliance/training tracking, and operational performance (as required).

  • Translate ambiguous problem statements into structured analysis, clear outputs, and recommended actions.

  • Produce executive-ready PowerPoint packs: storyline, charts, commentary, and recommendations for senior stakeholders.

  • Provide business management / PMO-style support, including portfolio views, progress reporting, actions and RAID-style tracking.

  • Support general team activity and ad-hoc requests (including providing support where needed).

  • Work independently with confidential/sensitive information and apply appropriate judgement.

  • Collaborate closely with the wider team, taking ownership of allocated tasks and following through to completion.

Key Requirements

  • Advanced Excel capability (comfortable with large, messy datasets; building robust trackers; strong attention to detail).

  • Strong PowerPoint capability (can create senior-facing narratives and materials, not just reporting slides).

  • Demonstrated ability to generate insight from data (connecting dots, identifying drivers, highlighting implications).

  • Comfortable working in a complex, matrixed organisation with multiple stakeholders.

  • Strong collaboration skills and a proactive, “pitch in and fix it” mindset (happy to do the grunt work when needed).

  • Familiarity with AI productivity tools (e.g., Copilot, Claude or similar) and how to use them responsibly to accelerate analysis and drafting.

Nice to Have

  • Experience in business management / PMO / organisational transformation / project portfolio environments.

  • Financial services experience (ideally within a multinational bank).

Other Details

Individual contributor; junior-to-mid level, delivery-oriented (not a manager/overseer profile). Able to operate at pace and handle both detailed execution and senior-facing outputs. Comfortable working with limited direction and taking accountability for quality and deadlines.

See also

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