Chief Executive/Deputy Chief Executive
Business Planning and Allocation Specialist
Role Overview:
This position requires regular collaboration with various departments, especially the equity investment and fundraising teams. Other key internal stakeholders include Risk Management, Compliance, and Legal Services.
Primary Objective:
The role involves supporting the effective execution, and periodic enhancement when needed, of the deal allocation process.
Key Responsibilities:
Reporting to a senior team member and working alongside a junior colleague, the successful candidate will:
* Take operational responsibility for the deal allocation process, including organizing and eventually leading internal allocation meetings, drafting meeting minutes, verifying data quality, reviewing documents, and preparing rationale for allocation decisions.
* Contribute to the advancement and refinement of the deal allocation model (developed in Alteryx and Tableau).
* Assist in creating tools and dashboards to streamline the deal allocation process.
* Update and improve documentation related to the deal allocation process and model as necessary.
* Conduct data quality analysis on equity mandates’ investment preferences by reviewing investment criteria provided by teams and cross-referencing them with the model’s variables.
Expected Outcomes:
* Accurate and timely execution and documentation of the deal allocation process.
* Development of additional tools and dashboards to facilitate the allocation process.
* Regular updates or enhancements to process-related documentation.
Qualifications and Skills:
Educational Background:
* Bachelor’s degree in Business Administration, International Business, European Studies, Economics, Engineering, or a similar field.
Professional Knowledge:
* Solid understanding of financial institutions and markets.
* Familiarity with financial institution products, especially within the equity sector.
* Knowledge of the EU's scope, institutions, and policy objectives is advantageous.
Technical Proficiency:
* Competence in standard IT tools (MS Excel, Word, PowerPoint).
* Experience with advanced Excel features or other data analysis tools (e.g., SQL, Alteryx, Tableau) is a plus.
Experience:
* Previous experience in data analysis, finance/banking, consultancy, or public institutions (e.g., development banks or national promotional institutions).
* Background in project management and coordination.
Key Competencies:
* Strong skills in drafting, analysis, and synthesis.
* Excellent interpersonal and communication abilities.
* Proficiency in English (both written and spoken); knowledge of additional EU languages is an asset.
* Ability to manage multiple priorities, work efficiently under pressure, and meet strict deadlines while ensuring high-quality output.
* A balanced approach to working independently and seeking guidance when required.