You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.

As a Business Management professional in our Asset & Wealth Management, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities:

• Produce key metrics/decks (e.g. Relationship reviews, Steer Co. decks, Business reviews and dashboards) for the senior management on regular / ad hoc basis containing both financial and operational details
• Liaise/ monitor with Business teams on various first line of defense controls / audit related aspects
• Engage with key stakeholders across globe to understand challenges/pain-points or best practices and implement solutions
• Play a supporting role in driving business-initiated change management activities across the business (assess the ask, formulate solution in conjunction with business partners, manage the execution, measure success, manage risks & controls)
• Identify and execute on efficiency/automation opportunities in the existing data consolidation/reporting processes
• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Identify key business risks and drive resolution of mitigating controls. Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills:

• MBA with 4-7 years of experience / Graduate with 6-9 years of related experience
• Sound Knowledge of MS Excel and MS PowerPoint is must (VBA, Alteryx, Python, Visualization tools like Tableau / Qlik Sense are good to have)
• Ability to understand the requirements of the global partners and assist the team in maintaining the existing reporting procedures, tools and workflows necessary to facilitate the oversight process
• Multi-task and prioritize to make sure multiple projects are making progress and prioritize as per business requirements. Maintaining a very high level of competency when reviewing data and reports; quickly identifying and rectifying data and presentation issues
• Good analytical skills to understand and formulate the problem looking at reports / processes and build solutions. xcellent communication (verbal / written) skills to liaison between Sr. Management and various teams like Controls, Audits, Technology, etc.
• Manage projects / communicates in a clear, concise and efficient manner with multiple teams locally and globally. Has ability to build and maintain stakeholder relationships. Support all aspects of maintenance and improvement of the reporting / oversight processes by leveraging various Microsoft and third party tools like Excel, Alteryx, Tableau, etc.
• Solid organizational skills with ability to consolidate and analyze data received from multiple businesses. Have foresight and understanding of AWM business term, requirements & market trends

Preferred qualifications, capabilities, and skills:

• Good knowledge of Asset & Wealth Management industry is a plus