Business Management Role - Assets/Wealth/Investment

Banking + Financial Reporting + Transformation/Program Mgmt/Project Mgmt/Change Mgmt exp mandatory.

Wealth Management KRA:

- Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis

- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards

Asset Management KRA:

- Producing key metrics/decks for the senior management on regular / ad-hoc basis comprising of financial and operational details

- Liaising / monitoring with Business teams on various first line of defense controls / audit responses / regulatory requirements

- Engaging with key stakeholders across Globe (senior Business Managers, Client Advisors, Traders, Portfolio Managers) to understand challenges / pain-points and work on developing a solution

- Work with COO/CFO on projects / initiatives to help the company achieve operational / financial goals

- 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)

- Provide implementation support including testing of new products, applications and business requirements

- Identify and execute on efficiency/automation opportunities in the existing data consolidation / reporting processes

- Lead collaborative initiatives with team members and global managers, looking for ways to simplify, improve and add value to existing business processes.

Investment Mgmt KRA:

- Support the Global Head of Multi-Asset and Portfolio Solutions (who oversees the Chief Investment Office, Manager Selection / Due Diligence, Specialized Strategies and Institutional Portfolio Solutions teams) in driving strategic analyses/initiatives, preparing for speaking engagements and key meetings, reviewing of materials from business partners, and coordinating various communication efforts

- Manage strategic business initiatives to drive innovation and transformation across the managed solutions platform ranging from investment performance, product development, due diligence, execution, governance, and client experience

- Assist Senior Management and teams across Multi-Asset and Portfolio Solutions in all aspects of the platform ranging from strategic priorities to day-to-day challenges

- Present business proposals and conduct checkpoints with Senior Management for review and approval

- Establish and participate in working groups to help implement key initiatives and address day-to-day issues, requiring effective partnership with the following groups: Investments; Legal; Compliance; Technology; Operations; Middle Office; Risk Management; Marketing; Finance; and Human Resources

- Provide tactical team support, e.g., procedure updates, presentations and reporting for senior management, tracking of business and team deliverables/milestone deadlines