Business Operations Analyst - Financial Markets

Your role

Are you experienced in working with large databases of information? Do you know how to execute on regular business reporting and are you knowledgeable about Wealth Management products? We are looking for candidates like that who can help us

• analyze, synthesize and provide insights to product managers
• build cohesive materials like business presentations and reports
• construct business metric reports
• provide business analysis with a focus on: advisory, mutual funds, insurance/annuities, financial planning, and risk management
• 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 & Products (APP). Advisory Planning & Products (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 accomplishes 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.
Your expertise:

You have:
• a bachelor's degree required, higher degree preferred
• 6+ 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,vba, SQL)
• strong communication skills, to both technical and non-technical audiences

Your expertise

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
• Knowledge of Audit Reports – Pre and Post Compliance Reporting
• Stakeholder Reporting, Handling MIS Data
• Knowledge of SQL Query/Coding would be an added Advantage