Posted By
Posted in
Banking & Finance
Job Code
1070813
Duties and Responsibilities:
- Prepare monthly and quarterly performance report for (DC,DB and AVC)
- Analyze performance of different investment options and overall plan
- Communicate with investment and custodians to gather and/or clarify client-specific data for reporting
- Reviewing work of senior analysts/process developer and providing them guidance
- Produce quarterly manager commentary by assessing the performance of fund/investment strategies
- Involved in team management as well as production support for high-level deliverables in investments
- Client communications and reviews, managing ramp-ups and ongoing transitions
- Periodical SLA monitoring and discussion with the stakeholders
- Conducting One-O-Ones and team meetings
- Define, delegate, monitor and participate in employee engagement activities
- Responsible for mentoring and leading a team of analysts across different processes
- Own accountability by being able to help teams troubleshot issues on projects
- Responsible for driving Process Improvements
- Career planning and grooming of team members for next level
- Manage relationship with onshore Business Process Owners and senior management; liaison with stakeholders to build relationship for service delivery management
- Ensuring exceptional client experience
- Responsible for all performance management activities including supervision, goal setting, ongoing performance communication, employee engagement and development, review and mentoring
- Project management, work allocation, real-time capacity management, peer review, process training and development of team members
- Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects
- Play anchor role for all strategic projects and provide directions to the team
- Prepare and manage KPIs and handle escalations
- Participate in defining strategic priorities for the business
- Focus on new capability development and branding imperatives
- Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives
- Driving Process Improvement Initiatives and delivering results in line with Business Priorities
Note: Applicants should be flexible working in shifts
Knowledge and Skills :
- Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)
- Ability to Prepare Investment Performance reports covering Asset Allocation, Benchmark calculation, holdings and Portfolio Performance, computation and analysis of returns involving varying time periods, money weights and hedging costs
- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies
- Strong logical and analytical skills with attention to details
- Strong working knowledge of MS Office, third party tools - Bloomberg, Morning Star, Lipper, etc.
- Excellent written and verbal communication
- Exceptional interpersonal, organizational, business communication, and time management skills
- Demonstrated success working with out-of-country professionals
- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
- Ability to understand the link between data, client needs and its application to the "bigger picture"
- Excellent client management skills
- Leadership Skills with the ability to manage diverse teams
- Positive attitude & ability to adapt the ever-changing environment
- Strong multi-tasking skills
- Good knowledge/experience in project management
Education:
- Post graduate in finance, accounting or economics with strong quantitative and analytical content
- Any progress to CIPM, CAIA, CFA would be given preference
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Banking & Finance
Job Code
1070813