- Engage senior stakeholders to define/refine business information needs against broader department initiatives.
- Point person within assigned coverage for demand management and planning capability roadmap.
- Oversee timely delivery of impactful business analysis through efficient processes that leverage on platforms and technology while continuously assessing improvements and innovations.
- Apply data analysis across multiple data domains and utilize visualization tools to communicate complex information clearly and effectively to stakeholders.
- Collaborate with partners across technology, operations, risk departments and vendors to enable capabilities for business needs.
- Proactively share learnings and provide guidance to team members to uplift service levels and business knowledge.
What qualifications or skills should you possess in this role
- Bachelor's degree related to Finance with focus on financial markets and equity instruments. Relevant certifications (e.g., CFA, FRM) preferred.
- 6-8 years of experience in asset management, financial services, or a related industry, with track record on driving analytics and business solutioning initiatives. Relevant experience providing portfolio management support to front office preferred.
- Proficiency in data analysis tools (SQL, Python) and data visualization software (Tableau, Power BI). Intermediate Excel skills preferred.
- High analytical and problem-solving skills, excellent communication and presentation abilities, and working collaboratively in a fast-paced environment. Strong business acumen and confident in managing senior stakeholders. Self-driven and well organized in juggling multiple work streams.
- Good understanding of asset management principles, investment strategies, and market dynamics. Good understanding of equity portfolio characteristics, performance attribution and risk.
