Analyst/Senior Analyst (Financial Services)

Job title: Analyst/Senior Analyst (Financial Services)

Company Description:

We’re L.E.K. Consulting, a global strategy consultancy working with business leaders to seize competitive advantage and amplify growth. Our insights are catalysts that reshape the trajectory of our clients’ businesses, uncovering opportunities and empowering them to master their moments of truth. Since 1983, our worldwide practice—spanning the Americas, Asia Pacific, and Europe—has guided leaders across all industries, from global corporations to emerging entrepreneurial businesses and private equity investors. Looking for more?  Visit www.lek.com.

Position Overview:

The L.E.K. Capability Network (LCN) is an integrated part of L.E.K. Consulting, collaborating closely with consulting teams in L.E.K.’s worldwide network of offices to support them on their toughest and most impactful assignments.

The Analyst/Senior Analyst at LCN plays a critical role in supporting case teams by leading analytical modules, managing research initiatives, and providing insightful recommendations.

A typical project might involve an in-depth primary research campaign to identify and triage potential experts to speak to in a particular field, before holding discussions with them to discover their insights on a topic. It could involve rigorous secondary research to prove or disprove a client hypothesis, leveraging the full arsenal of L.E.K. toolkits and databases. Or it could mean undertaking a critical analysis to illuminate a pattern from the noise around it, to substantiate a strategic decision. They are expected to take greater ownership of their work, proactively structure analysis, and effectively communicate findings. This role requires strong problem-solving skills, the ability to manage multiple tasks across time zones, and a collaborative mindset to mentor junior analysts and contribute to L.E.K.'s culture. More information can be found at www.lek.com/capability-network.

We are currently hiring for Analyst/Senior Analyst for the LCN, a role which will report to the LCN Team lead/Team manager.

Responsibilities will include, but are not limited to:

Key Responsibilities:

• Lead and execute comprehensive analyses throughout the entire lifecycle of a project, from proposal development through to final case delivery
• Demonstrate a strong foundational understanding of core Financial Services verticals, including payments, insurance, wealth management, and banking. Expertise in one or more of these areas is a plus.
• Conduct industry research and contribute to thought leadership by writing white papers that analyze emerging trends within the Financial Services sector
• Support the development, management, and enhancement of proprietary tools and assets to drive project efficiency and deliver client value

Primary research

• Manage interview campaigns including creating IV guide, expert identification, managing expert networks and other vendors, and manage real-time update
• Independently work with consulting staff on projects by sourcing content experts and key opinion leaders (e.g., with LinkedIn, expert networks, cold calling, etc.)
• Write solicitations for experts to conduct interviews with case teams, and custom solicitations for key opinion leaders (e.g., referring to papers he / she has published)
• Conduct local / international interview campaigns and summarize key takeaways from the interview to help case teams derive strategic conclusions
• Extract and curate key insights from interviews to validate or challenge case hypotheses, driving informed decision-making

Secondary research

• Own end-to-end secondary research modules, identifying relevant data sources and extracting key insights
• Collaborate with teams to identify secondary research resources that address client areas of interest (e.g., journal articles, marketing / industry reports, government publications)
• Confirm/disprove case team hypotheses, deriving insights and patterns from unstructured problem statements using publicly available reports, articles, thought pieces, company filings and GenAI
• Independently contribute to case teams by applying structured problem-solving techniques to test and validate case hypotheses

Analysis: Modelling / surveys

• Manage and deliver end-to-end survey analysis including coding, testing, analysis and curating insights
• Co-develop comprehensive models such as market models, revenue models, and cost models to support various due-diligence cases
• Utilize Excel, Alteryx, Tableau, and other analytical tools to structure data and create compelling visualizations
• Review client data to understand gaps in datasets

Slide preparation and quality control

• Design and recommend analytical frameworks to effectively present insights in a clear, accurate, and impactful manner
• Develop clear and compelling commentary that extracts actionable insights
• Create sophisticated visuals in PowerPoint and Tableau for consulting teams to use in client presentations
• Collaborate with L.E.K. Graphic Design team to recommend visually interesting layouts for showing complex data
• Review slide formatting for quality control, making layouts consistent and in line with L.E.K. brand standards (e.g., updating L.E.K. IP to current visual standards)

Coaching and mentorship

• Provide support and oversight to junior analysts on projects, ensuring they meet project objectives
• Coach junior analysts on technical skillsets such as secondary research using databases, effective slide writing and data analysis
• Share industry insights and best practices with team members to enhance their skills and knowledge\

Case closure support

• Prepare redacted versions of materials for delivery to KM
• Prepare PowerPoint release documents for case team to deliver to client
• Facilitate access agreements process for teams interacting with investors (e.g., as part of due diligence)

Qualifications:

• The ideal candidate will have 3-5 years of relevant experience with a top-tier consulting firm
• An undergraduate degree is required
• Proven experience working within the Financial Services sector in a consulting firm
• Prior experience with research, trend analysis, thought leadership and asset creation is a significant advantage
• Fair understanding of business concepts and their practical applications
• Ability to work on multiple tasks and activities at once and flexibility to re-prioritize
• Expert PowerPoint and Excel skills
• Strong communication skills, both written and verbal
• High attention to detail

Benefits and Perks:

• L.E.K. offers you the opportunity to work in a hybrid set-up
• We are among the best paying firms globally
• Generous time away
• We have Parental leaves (Maternity and Paternity) and flexible work options for new mothers
• We provide childcare facilities in Mumbai (Day care / Creche services).
• Wellness benefits – Health Insurance, Wellness Apps, Gym reimbursement, etc.