Consultant & Distributor Support – Analyst
1 week ago
Join a dynamic team driving excellence in consultant and distributor support. Leverage your analytical skills to deliver impactful solutions for our asset management business. Be part of a collaborative environment focused on innovation and continuous improvement.
As an Analyst in the Consultant & Distributor Support team, you will manage and enhance fund data for consultant sales initiatives. You will collaborate with cross-functional teams to optimize processes and ensure data accuracy. You will contribute to project management and support business growth opportunities.
Job Responsibilities:
- Update consultant databases and websites with fund performance and characteristics.
- Review Due Diligence Questionnaires for accuracy and completeness.
- Add or modify products in databases by liaising with product teams.
- Respond promptly to consultants' requests for customized data.
- Maintain high standards of data quality and report accuracy.
- Communicate effectively to ensure project success and adherence to controls.
- Support process improvement and efficiency initiatives.
- Collaborate with management to review and challenge team outputs.
- Provide project management support for senior leadership.
- Document and design business rules and data models with SMEs.
- Assist in maintaining standard operating procedures and workflows.
Required Qualifications, Capabilities, and Skills:
- Hold a graduate or postgraduate degree in Finance, Science, or Information Technology.
- Demonstrate 4+ years of experience in asset management or financial services.
- Utilize Microsoft tools including Word, Excel, PowerPoint, SharePoint, and Visio.
- Exhibit strong written and verbal communication skills.
- Analyze and synthesize large data sets and business processes.
- Organize and prioritize tasks effectively in a fast-paced environment.
- Map and understand complex workflows and business processes.
Preferred Qualifications, Capabilities, and Skills:
- Apply knowledge of Excel Macros/VBA, Python, or Alteryx.
- Initiate creative solutions with a proactive attitude.
- Display strong work ethic and operational understanding across banking, markets, or sales.
- Demonstrate exceptional attention to detail and problem-solving abilities.
- Multitask efficiently while maintaining accuracy under tight deadlines.
- Collaborate with global, cross-functional teams at all levels.
- Adapt quickly to changing priorities and fast-paced environments.
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