Job Description

Job Summary

Join our team as a PE-Retail & Comm Banking professional where you will leverage your expertise in MS Excel to support our asset management operations. This hybrid role offers the opportunity to work in a dynamic environment contributing to the efficiency and success of our wealth management services. With a focus on day shifts youll collaborate with a talented team to drive impactful results.

Responsibilities

Utilize MS Excel to analyze and interpret complex data sets ensuring accurate and timely reporting for asset management operations. Collaborate with cross-functional teams to streamline processes and improve operational efficiency in retail and commercial banking. Assist in the development and implementation of strategies to enhance asset and wealth management services. Provide support in the preparation of financial reports and presentations for stakeholders. Monitor and evaluate market trends to identify opportunities for growth and improvement in banking services. Contribute to the design and execution of projects aimed at optimizing asset management operations. Ensure compliance with industry regulations and company policies in all banking activities. Support the team in maintaining high standards of customer service and satisfaction. Participate in training sessions to stay updated on the latest tools and techniques in asset management. Assist in the development of innovative solutions to meet client needs and enhance service delivery. Collaborate with IT teams to integrate new technologies and improve data management systems. Provide insights and recommendations based on data analysis to support decision-making processes. Engage in continuous learning and development to enhance skills and knowledge in the banking sector.

Qualifications

Demonstrate proficiency in MS Excel with the ability to perform complex data analysis and reporting. Possess a basic understanding of asset management operations and wealth management principles. Exhibit strong analytical and problem-solving skills with attention to detail. Show excellent communication and interpersonal skills to work effectively with diverse teams. Display a proactive approach to learning and adapting to new challenges. Have a keen interest in the financial services industry and a desire to grow within the field. Experience in asset management operations is a plus.

Certifications Required

* Microsoft Office Specialist: Excel Associate CFA Level 1 (optional)