Asset Management - Global Cross Border Monitoring Client Services - Analyst

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

As an Analyst within the Global Cross Border Team, a component of the Client Service & Business Platform, you will be instrumental in the execution and supervision of the Cross Border Policy. Your role will encompass strategic planning for a uniform operational model across all regions within Asset Management. Additionally, you will offer strategic, MIS & analytical support to advance the COO's business objectives. This role necessitates global and cross-functional collaboration with front office advisors, product specialists, legal, compliance, oversight & control, Customer Relationship Management (CRM) system, audit operations, technology, middle office, and marketing teams.

Job Responsibilities

• Monitor business cross-border activities, including call report quality, travel documentation reconciliation, adherence to CBMs, time limits monitoring, and training completion.
• Develop, implement, and maintain leading-edge analytics to solve complex problems.
• Identify trends and opportunities for growth through analysis of complex data sets in vendor platforms and proprietary systems.
• Create best-practice reports based on data mining, analysis, and data visualization.
• Use data to provide client experience insights.
• Evaluate internal systems for efficiency, problems, and inaccuracies, developing and maintaining protocols for handling, processing, and remediating data.
• Work directly with management and users to gather requirements, provide status updates, and build relationships.
• Support and monitor the foreign travel control tool, including managing and resolving ad-hoc requests from relevant stakeholders locally and globally.
• Maintain reference data required for the foreign travel control tool, including in-scope population, approved chaperones, approved jurisdictions, and country training.
• Ensure all policies and procedures are up to date, including communication to any impacted populations, and ensure all tasks are executed in line with cross-border procedures, maintaining clear audit trails and maker/checker performance.
• Focus on continuous process improvement and efficiencies.

Required qualifications, capabilities and skills

• A pro-active individual who enjoys working within the framework of a supportive team but able to work independently.
• Professional maturity, positive, can-do attitude, with strong management, organizational and administrative skills, and ability to priorities and work to deadlines within a demanding, busy environment.
• Flexibility in managing several deliverables simultaneously and ability to contribute at both an operational and strategic level.
• A diligent approach to tasks and duties, attention to detail, and with a methodical control based mind-set.  
• Strong MS Office skills. Especially strong Excel (e.g. formulas, pivots, macros) and advanced skills in PowerPoint.

Preferred qualifications, capabilities and skills

• At least 2 years’ experience with financial product analysis, marketing or client services
• Self-motivated with a strong work ethic
• Experience in working in a fast paced, deadline driven environment and comfortable with ambiguity and dynamically shifting priorities, timelines, and demands.
• Excellent judgment, analytical, and communication (written and oral) skills and ability to clearly articulate initiative goals,      simplify complex business approaches, and effectively communicate key messages to stakeholders.
• Positive and proactive collaborator demonstrating awareness of cultural sensitivities and being an ambassador for the team.