Analyst - Client Outreach Data

Recognising the ongoing Regulatory and potential Internal Change agenda; The understanding of any Client relationship impact and the subsequent Outreach and Transition management is a fundamental business consideration. At all times, ensuring all relationships are clear on the change, the potential impact and steps the organisation is taking to ensure a positive and efficient client experience.

This role in Client Engagement sits within the Client Lifecycle Management (CLM) group under the Global Corporate Investment Banking (GCIB) division in MUFG Bank Ltd, London branch. It is nuanced in that it serves both MUFG Bank and Securities entities, adding a layer of complexity and interest to the role.

The purpose of this role is to be responsible for supporting the planning, execution and post-outreach MI creation for client outreach initiatives (covering regulatory compliance, industry and organisational change). Working across MUFG EMEA's footprint to ensure seamless and consistent messaging with a client-centric focus.

The Client Outreach Data Analyst will work to ensure (regulatory) compliance by supporting outreach efforts to clients in response to regulatory requirements, internal/external updates or audit as well as client transition projects.

Responsibilities:

• Ability to scope client outreach projects as and when required, ensuring a sound understanding of MUFG's client base/products and relationships.
• Develop Excel/project trackers which can be adjusted as and when required to account for client engagement complexities within the client outreach approach (such as trading activity, product type, legal agreement data, group relationships, etc. )
• Development of client engagement trackers to account for client contact readiness, outreach completion/stages, and ease of identifying areas of escalation.
• Data management of data sets across MUFG entities/branches and divisions to facilitate preparation of client outreach, ensuring considerations for shared relationships and nuances in approach.
• Create and manage MI dashboards to present to varying levels of stakeholders.
• MI status reporting across multiple business lines and functions within the organisation.
• Proactive in identifying/raising data quality issues/themes (such as client contact gaps or bounce-backs) and close working with the Data Quality team to resolve and enrich the client contact database.
• Act as the Subject Matter Expert/Key Point of Contact for Client Outreach from execution via Salesforce/Outlook to campaign closure.
• Continued improvement to the client outreach approach, driving increased efficiency and positive client experience.
• Identify opportunities to streamline and improve outreach processes to enhance compliance effectiveness and client experience.
• Support ongoing client and regulatory data investigation and remediation projects, taking into consideration client experience and balancing that with business requirements accordingly.
• Interact and communicate effectively at all levels and build strong collaborative working relationships on an ongoing basis with business partners.
• Manage Internal Front Office stakeholders to support data clean-up/validation exercises through collation and action of responses.
• Supporting strategic projects to expand and enhance the Client Engagement scope.

Requirements:

• Experience transition projects/regulatory or market change initiatives, such as Brexit, IBOR.
• 3 - 5 years + experience as a Data SME with a strong understanding of (Client) Data and the importance of how Data Quality supports both the client experience and mitigates internal risk.
• Proficiency in MS Office with Advanced Excel.
• Strong analytical skills to interpret large sets of data.
• Problem-solving skills.
• Understanding of client lifecycle - from onboarding to offboarding and various stages/scenarios in between.
• Excellent communication skills - clear, concise and professional communication abilities, especially in MI creation and the interpretation of the data.
• Experience/knowledge in CRM platforms such as Salesforce.
• Broad knowledge of investment and corporate banking products and services, and how they impact or support clients across sectors/regions.
• Broad experience/knowledge in UK, European and US Regulation (MIFID, EMIR, Dodd Frank, CFTC, SBSD, FATCA/CRS).
• Understanding different types of clients (NBFI, Fund managers, Hedge Funds, Insurance Companies, Agents, CCP).
• Ability to complete milestones and work toward multiple deadlines simultaneously.
• Excellent attention to detail and accuracy.
• A methodological and logical approach.
• Ability to communicate effectively with key stakeholders at all levels.
• Approachable and able to form good working relationships.
• Desire to learn and seek out continuous improvement.
• Excellent organisational skills and time management.
• Ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Demonstrates initiative, especially in a matrix organisation

Education / Qualifications:

• Degree-level education in a relevant subject (e. g., finance, maths, physics, etc. )
• Other beneficial qualifications (e. g., MBA, CFA, etc. )
• Languages(proficient in writing): English.

Personal Requirements:

• Strong numerical skills.
• The ability to manage large workloads and tight deadlines.
• The ability to operate with urgency and prioritise work accordingly.
• Exceptional communication skills, especially written (English).
• Excellent attention to detail and accuracy.
• Excellent interpersonal skills with proven ability to foster strong relationships and manage senior stakeholders.
• Competent in handling confidential information, being cognizant of client sharing constraints and MNPI.
• Ability to work autonomously.
• Strong interest in driving efficiencies through automation.
• Results-driven, with a strong sense of accountability.
• A proactive, motivated approach.
• Strong decision-making skills, with the ability to demonstrate sound judgement.
• A structured and logical approach, also demonstrating creativity and innovation in solution forming.
• Strong problem-solving skills with a think outside the box' attitude.
• A calm approach, with the ability to perform well in a pressurised environment.
• Strong teamwork skills and enjoys working within a collaborative culture.