Day In The Life Of A Coalition On-Site Client Account Director
Six years ago I joined Coalition as a Business Analyst. Today, I am currently an on-site Client Account Director in New York for Coalition operating within our Competitor business line. This means that I am embedded within the Strategy team of my client, one of the leading Global Investment Banks.
At Coalition, we provide flow and bespoke business intelligence to investment banks through a combination of in-house analysis, off-site research and data gathering. My team consists of Coalition analysts working globally onsite at our global investment bank Client in London, New York and Singapore plus a dedicated team of data analysts based in Coalition’s Mumbai offices. In addition, I interact daily with our central Research & Analytics functions in NY, London and Singapore.
Our work for this client means that we are embedded into, and an integral part of, the Global COO/ Strategy team which sits on the trading floor in New York.
I start my day at around 8.00am with a coffee and a quick read of the news headlines relevant to the Investment Banking industry to ensure that I am abreast of key developments that affect the market in which the client operates. As Account Director, I have global responsibility for all deliveries to the client as well as the day-to-day management of my team and the relationship with the Client in conjunction with Coalition’s management team. I check in with the other Coalition analysts in Europe and Asia every morning to review project deliverables and look at any outstanding queries from our team in Mumbai. It is also important for me to keep in close contact with the Coalition central team in London. We frequently have global calls to update everyone on different client initiatives, technology advancements or for training.
Although we speak regularly on the phone, I also travel to both London and India at least a couple of times a year for in-person discussions.
We have a major delivery to the Operating Committee for the Global Markets business within the client. Prior to the meeting, I co-ordinate between the Client and Coalition regarding attendees and agenda content as well as ensuring that we have the required presentation materials to hand. I jointly present the findings with my colleagues from the Coalition Research & Analytics team in London to a group of approximately 30 Managing Directors – many of whom have dialled in from Europe and Asia. After a gruelling one-hour presentation with many, often complex, questions from the client we conclude the session successfully.
Our work often has a significant impact on the Client’s strategy - and the decision we have been informing on in this project is no exception. The Global Head of Markets compliments us on a thorough and detailed job and I take a lot of satisfaction in passing this on to the global team that did the work. Smiles all round!
Today I am drafting a proposal in response to an intelligence request from the Client’s Head of Strategy. The projects that we do are used by Boards and Senior Management to decide on their strategy, headcount, structure or simply just to increase their knowledge about other banks approaches. As the in-house analysts, we write the proposals and agree delivery dates and parameters with both the Client and Coalition central resources. It is essentially a project management role, ensuring that Coalition’s team of internal analysts and central analytics team can deliver a robust and useful product to the Client.
Usually I am able to meet up with colleagues from Coalition or the Client at lunchtime but today proves a little busy so I end up eating at my desk. I also take the opportunity to call the Coalition analyst at the Client site in London before they leave for the day.
The internal Coalition team functions by collecting data from internal sources (electronically stored as well as verbal) at the client – much of which is gathered at face-to-face meetings with key and senior staff.
This afternoon I have two meetings - the Head of Metals Trading and a senior Commodities salesperson. I try to conduct at least two interviews a day with either new joiners or people working in a specific business area where we are doing a relevant project. In this instance, both meetings go well and make a strong contribution to our current analysis. During these meetings we use Coalition’s market mapping technology, DNA, to show the interviewee what information we already know about the bank or the market we are discussing. This allows them to either verify or change the data already stored. It can also lead to some interesting discussions on different strategic approaches and structural nuances across the market.
The Day Ends
The final thing I do is email any notes to my analyst team in Singapore and London. I also ask the dedicated team in Mumbai to update all the data collected from interviews and leave instructions on any research required. I tend to leave the office around 6.00pm but every day is different. Since we work so closely with the Client, we often get invited to team social events after work and this evening the Head of Strategy and I are heading off for a glass of wine to mark the end of another successful delivery.
Generally, all analyst roles at Coalition give you significant, privileged and sustained access and exposure to senior management and strategists at some of the world’s leading Financial Institutions. The work we do often leads to significant strategic and tactical shifts in our clients’ businesses and has become a key part of the planning and strategic review cycle at our clients. I feel as though I am very much at the heart of the Financial Markets as a privileged observer. Something I gain tremendous satisfaction from.
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