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Provide services to make documents brand compliant and aesthetically enhanced. Assist team members in creating their client presentations, confidential information memorandum (CIM), and pitchbooks. Also enable the LOBs to focus on their business objectives while providing the following services: brand compliance, formatting, spell/grammar checking, graphic design, desktop publishing, cartography, image searches, and data clean-up.
Job Responsibility
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Work in a fixed night shift (9 PM–6 AM IST) to support US‑based teams with consistent coverage and rapid turnaround
Engage with stakeholders to diagnose and clarify business needs, asking targeted questions to resolve inconsistencies and ensure accurate understanding of requirements
Translate ambiguous or incomplete inputs into structured, actionable briefs, recommending appropriate analytical frameworks, storylines, and visual formats
Provide guidance on communication, narrative flow, and presentation best practices to ensure deliverables are compelling, accurate, and aligned with the intended audience
Anticipate downstream impacts related to brand, compliance, risk, and audience perception, recommending enhancements that strengthen quality and reduce rework
Act as a consultative partner by evaluating solution options, assessing trade‑offs, and guiding stakeholders toward approaches that optimize clarity, speed, and strategic alignment
Collaborate closely with the Banking DRIVE team to develop compliant, high‑quality outputs, coordinating across groups to refine requirements and manage expectations
Ensure high‑quality QC and final deliverables, maintaining accuracy, adherence to standards, and consistency across all outputs
Requirements
2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
8 to 10 years of experience in presentation design and team management
Advanced-level experience in Microsoft PowerPoint, Excel, and Word
Previous experience with Adobe Photoshop and PDF writer
InDesign
Demonstrated skill/background in layout and graphic design
Strong oral and written skills, including proofreading
Advanced typing skills: speed plus accuracy
Nice to have
Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
Strong analytical skills with high attention to detail and accuracy
Advance knowledge in Microsoft PowerPoint, Excel, and Word
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills