Job Description

As a Associate within the Asset and Wealth Management Finance & Business Management team, you will optimize business performance by promoting key initiatives. You will serve as a trusted advisor to Business/Group Heads, responsible for identifying, escalating, and mitigating business risks. Your role in business management is dynamic and may vary across different lines of business, aligning with their specific priorities.

Job Responsibilities:

Apply advanced analytical skills to interpret complex datasets, independently conducting and following up on analyses. Ensure accuracy and timeliness in data analyses, taking initiative in problem-solving and decision-making to drive project success. Articulate complex data findings effectively to diverse stakeholders and work collaboratively with cross-functional teams to align insights with business objectives. Utilize Qualtrics for designing surveys, collecting data, and conducting analyses to provide insights into customer experiences and feedback. Collaborate with senior leaders to drive strategic priorities and engage with global stakeholders to address challenges and implement best practices. Participate in initiatives to enhance business processes, identify and mitigate risks, and ensure operational integrity. Lead multiple projects with a focus on timely completion, while building strong relationships with stakeholders and facilitating effective communication.

Required Qualifications, Skills, and Capabilities:

Educational and Professional Background

: Holds a Bachelor's/Master's degree with over 9 years of relevant experience, having experience in client survey, employee/ client relationship experience or related background.

Technical Expertise

: Proficient in Qualtrics, Tableau, Alteryx, Python, and Advanced Excel for data manipulation, analysis, and survey design.

Communication and Synthesis

: Strong communication skills with the ability to synthesize work into executive summaries and reports, effectively conveying complex information.

Detail-Oriented and Proactive

: Organized approach to controls and risk management, with a proactive attitude and ability to provide value-added support to business partners.

Problem-Solving and Analytical Skills

: Structured problem-solving skills with proficiency in detailed analytics and issue identification, enhancing reporting processes using BI tools.

Business Acumen and Stakeholder Collaboration

: Strong business acumen and technical literacy, with the ability to collaborate effectively with senior stakeholders and understand market trends.

Leadership and Adaptability

: Proven experience in business and project management, with excellent leadership, communication, and interpersonal skills, capable of thriving in a fast-paced, dynamic environment.

Preferred Qualifications, Skills, and Capabilities:

Collaboration and Timely Delivery

: Experienced in working with development teams to ensure the timely delivery of reporting platforms and dashboards.

Process Improvement and Innovation

: Skilled in identifying areas for process improvement and enhancing efficiencies through innovative ideas and solutions.

Adaptability and Independence

: Capable of working under minimal supervision and adapting to demanding environments, maintaining a detail-oriented and results-focused approach. *

Communication and Design Rationale

: Strong ability to articulate and demonstrate thoughtful rationale in design decisions, with an emphasis on detail-oriented and results-focused work.