Data analysis of mutual fund assets and performance using internal and external database
Provide business analysis with a focus on: advisory, mutual funds, insurance/annuities, financial planning, and risk management
construct business metric reports
build cohesive materials like business presentations, board book and reports
support advisory programs and investment product business in their daily operations
collect and organize information for risk monitoring and reviews
Your team
You will be working in the Global Wealth Management Americas Advisory Planning & Product (APP). Advisory Planning & Product (APP)'s vision and mission is to be the leading provider of wealth management APP to (Ultra) High Net Worth clients and prospects and the firm of choice for the industry's best Financial Advisors. APP accomplish this by enabling our Advisors to deliver a planning-driven, differentiated client experience supported by industry-leading intellectual capital, investment excellence and integrated tools and platforms.
,You have:
a bachelor's degree required, higher degree preferred
5+ years of experience in business management, business reporting or risk management
a wide degree of business / product knowledge, technology savvy, and people skills
familiarity working with large databases in multiple systems (i.e access, excel)
strong communication skills, to both technical and non-technical audiences
You are:
proactive and detail-oriented, yet comfortable working in a dynamic environment
highly motivated, able to work independently and apply own initiative
Preferably you also have:
experience in Wealth Management and/or Business Reporting
Keyskills: documentation requirements functional business requirements mutual funds data analysis risk monitoring