Job Description

BDA Partners ("BDA") is a leader in cross-border investment banking, advising on acquisitions, divestments, JVs, capital raising, and restructuring involving Asia. BDA has been majority owned and managed by its employees since it was established in 1996.



BDA has an extensive track record of providing independent advice to entrepreneurs, blue-chip corporate and financial sponsor clients from North America, Europe and Asia.



BDA has teams of dedicated professionals located across Asia, the US and Europe with offices in New York, London, Mumbai, Singapore, Ho Chi Minh City, Hong Kong, Shanghai, Seoul and Tokyo. With more than 120 professionals, BDA has one of the largest and most experienced M&A teams in Asia.



BDA works across many sectors and has strong regional experience in Asia, with particularly deep expertise in the Chemicals, Consumer & Retail, Healthcare, Industrials, Services, Sustainability and Technology sectors.


Role of the Operations & Systems Specialist
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BDA is looking to hire an Operations & Systems Specialist with immediate effect to be based out of its Mumbai office. The role is global, reporting into the IT Director, based in London. The Operations team consists of five people, split between London, New York and Hong Kong, Singapore & Tokyo with substantial interaction across our other Asian offices. You will be working closely together with the COO, the Senior Managing Partners and Operations team, in particular the IT Director, and will be overseeing key systems including Salesforce, Microsoft and both management of our internal support queue as well as overseeing tickets covered by our external helpdesk.



We are a very data-driven organisation and so the ideal candidate will possess a technical edge: being fluent in Salesforce.com administration, familiarity with Microsoft administration portals, Azure and Intune, Power Platform, data analysis and development, business intelligence concepts, and statistical techniques. In addition, advanced Excel skills are required, together with strong PowerPoint presentation skills. Familiarity with Google Sheets and Google Drive is also key.



Solid experience in operations or related roles at a senior level is required. Experience in Financial Services / M&A is a plus.


Responsibilities
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Your primary responsibilities are centred on on-going data & reporting management and administration of key systems including Salesforce and Microsoft.



The successful candidate should be able to demonstrate strong capabilities in the following areas:


• Supporting both the IT Director in various projects concerning:

• Salesforce


• Data Analysis,


• Data Entry including Data Loading,


• Data, Record and Object Clean up within Salesforce,


• SharePoint and Teams,


• Google Sheets and Google Drive,


• Excel and PowerPoint,


• Power BI/Tableau/DataStudio


• Maximising knowledge transfer internally and with our partners, to facilitate fast and lasting dissemination of key lessons and best practices

• Creating and maintaining IT Training documentation including SharePoint sites, training documents, training videos and training sessions


• Building and automating advanced Salesforce.com reports for the benefits of Sector Heads, individual bankers, our Executive Committee, Partners, Senior Managing Directors and the COO, using BI tools, Google Sheets and Excel when required
• Using and integrating financial and operational data analytics to provide insight, critical thinking, and action-oriented direction to the company
• Developing advanced analysis on key Opportunity and Deal data, extracting relevant Salesforce.com data and manipulating in Excel/Google Sheets
• Displaying the data analysis in executive-friendly PowerPoint presentations
• Developing live data dashboards using data visualisation software, e.g. Power BI
• Being able to deal with ad-hoc requests from all of the above mentioned stakeholders on any Salesforce.com related question
• Supporting the Operations & Systems Manager in developing new capabilities (including new tools) to enable better data driven decision-making for the Partners of BDA
• Working closely with the Operations team members, in particular the Operations & Systems Manager as well as the CRM & Analytics specialist, to realise the above responsibilities

Essential ('Core') Competencies
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The successful candidate will be able to demonstrate the following competencies, which are considered core for the role.


Technical


• Salesforce Certified Advanced Administrator (ADM 201) and Salesforce Certified Platform App Builder credentials
• Familiarity with SharePoint and OneDrive
• Familiarity in Power BI and/or Tableau visualisation
• Familiarity in Querying - SOQL, Google Query - and database management proficiency
• Strong experience in SF Lightning (including Flows, web components, app building, change sets and deployment)
• Advanced Microsoft Office skills - XLS (index matching, lookups, basic VBA), strong PPT skills
• Advanced skills within Google sheets (Google Query, import range, Google Scripts) is highly desirable
• Familiarity with Microsoft administration centre; in particular user & group management, exchange management)
• Familiarity with Azure & Intune is desirable
• Familiarity with SharePoint, Teams and Microsoft 365 Groups


Business


• Attention to detail
• Continuous improvement mindset
• Effective communication
• Effective meeting management
• Presentation skills
• Problem solving
• Self-initiative


Leadership


• Critical thinking
• Team player
• Effective project management
• Integrity


Desirable ('Bonus') Competencies



The following competencies are not considered strictly required for the role, but will be considered advantageous. We will be looking for candidates that can provide evidence of as many of the below competencies as possible.


• Knowledge of Investment Banking
• Knowledge of M&A processes
• Experience from working in a cross-border organisation
• Experience from working with Asian countries / working in Asia
• Knowledge of general IT systems
• Cybersecurity knowledge
• Manual and policy drafting
• Project launches and implementations
• Training of colleagues
• Team leadership/oversight


For all enquiries please contact Mark Salib, IT Director - msalib@bdapartners.com


### How to apply



Interested candidates should upload their CV here.



All information received will be kept in strict confidence and used only for employment-related purposes. Unfortunately, given the number of applications we receive, only short-listed candidates will be contacted for an interview.