Wealth Management Innovation Analyst Jobs

4 - 6 years of R&D and Operations Experience.

Bachelor’s degree or equivalent experience. Prefer major in Chemical Engineering or Food Process Engineering.

Has had leadership experience in a big scale project.

Working knowledge in IIM and RCA (root cause analysis).

Process development and/or process deployment ideally in a fast-moving consumer goods environment

Leading project teams and influencing cross-functional teams

Ensure rebalancing, other trade orders and distributions are executed properly with direction from the CIO and wealth management advisors

Has 3+ years investment industry experience

Is highly detail oriented, procedural with excellent organizational skills

The core responsibilities of the role (but not limited to):

Conduct portfolio analysis and follow up research

Create investment proposals and recommendations for clients

Strong communication and presentation skills, and confidence presenting to and working closely with senior management

Experience in investment banking, private equity, corporate development and/or strategy or management consulting

Required qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Strong organization skills, including ability to manage multiple projects and competing priorities in parallel

Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Leverage your operational background and experience to contribute to a growing business

Manage advisory business implementation and rebalancing

Manage cash balances and private banking services in accounts

Plan and manage new account on boarding process

Provide overview of client reporting and web capabilities to potential new clients

Bachelor's Degree, preferably in business or finance

Prior experience in a financial services related field is preferred but not required

Excellent written and oral communication skills

Ability to develop advanced knowledge of investment databases, systems, and applications

Unique Job Characteristics and Requirements:

Highly proficient with Microsoft Office, especially MS Excel and MS PowerPoint

Executing in roles such as Client Engagement, Relationship Management, Operations and more

Strategic projects focused on operations and client experience

Superior relationship and interpersonal skills

The candidate should respond well to evolving job duties and expectations

Strong technological skills are desired

Client Service - including client onboarding, account servicing, phone coverage, digital client engagement

Project management and data management skills

Exceptional task and project management skills across multiple work streams and timelines

Effective verbal and written communication skills, including presentations

Proficient information-seeking skills and a drive for results

Communication skills: communicate information, keep cross-functional stakeholders informed

Technical mindset: Possesses or can learn conceptual knowledge of theories, practices, and procedures

Training or work experience in Innovations and Quality Management would be an added advantage.

Requires a bachelor’s degree or alternative education and experience in a related field.

Evidence of written and spoken expertise in English.

A covering note of not more than 1 page outlining your motivation for applying for the role.

(it will only take less than 10 min to complete the form)

Your application should comprise of

Strong communication and presentation skills, and confidence presenting to and working closely with senior management

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities, And Skills

Strong organization skills, including ability to manage multiple projects and competing priorities in parallel

E xperience in investment banking, private equity, corporate development and/or strategy or management consulting

Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory

Potentially engage in additional tech management and integration, including CRM and client experience automation.

Demonstrated proficiency in reporting systems and data management is essential.

Manage and maintain investment data databases, such as Morningstar, to support informed decision-making.

Utilize strong MS Excel skills to analyze and present financial data effectively.

Work closely with internal stakeholders to understand reporting requirements and provide valuable insights.

Knowledge of investment databases like Morningstar is advantageous.

Leverage your operational background and experience to contribute to a growing business

Manage advisory business implementation and rebalancing

Manage cash balances and private banking services in accounts

Plan and manage new account on boarding process

Provide overview of client reporting and web capabilities to potential new clients

Strong verbal and written communication skills, as well as strong organizational and interpersonal skills

Outstanding time management skills and sound judgment

Advanced MS Excel skills to analyze data and produce reports

Experience in policy / procedure / document writing

Strong analytical and excel skills including pivot tables, vlookups, etc.

Excellent verbal / written communication skills with ability to tailor message to audience

Detail-oriented and thorough with strong organizational skills

2-5 years of professional experience within the investment management industry

Participate in various projects and cross-functional working groups related to the Client Service Management function

Client Analyst - Institutional Wealth Management

You will work closely with Client Service Managers and be accountable for coordinating client-related activities

Excellent communication skills, both oral and written

Strong opportunity for career growth

And understanding of requirements gathering, data analysis, and process specification, validation and management practices

Proven management and organizational skills

Complexity Of Knowledge, Skills, And Abilities

And in-depth understanding of organizational data flow and its use in management decision-making

The Project Management Lifecycle and the Software Development Lifecycle

Performs needs assessments on existing business process techniques, statistics; alternative delivery systems; information requirements analysis; design techniques, principles, tools and instruments

Public Accounting / Asset Management experience preferred

Creating management presentations/responding to ad hoc requests and preparing analyses for same

Additional responsibilities will be based on the needs of the division and the candidate’s specific skills

Supporting/furthering technology initiatives related to the above responsibilities

Bachelor’s Degree in Accounting, Finance or other business discipline

Strong analytical skills and detail orientation

1-2 years of experience (preferred: investment banking, equity research, top tier consulting, or asset management)

Robust analytical, quantitative, and technical abilities(including strong excel skills); financial modeling experience a plus

Background or strong interest in the asset & wealth management industry

Strong communication skills, including the ability to synthesize complex analyses into concise takeaways

Experience with Morningstar, FactSet, Visible Alpha, and other market data providers a plus

Conduct in-depth competitor analysis and benchmarking; regular monitoring of key competitors’ earnings results, investor presentations, etc.

Strong communication and presentation skills, and confidence presenting to and working closely with senior management

Required qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Strong organization skills, including ability to manage multiple projects and competing priorities in parallel

E xperience in investment banking, private equity, corporate development and/or strategy or management consulting

Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Leverage your operational background and experience to contribute to a growing business

Manage advisory business implementation and rebalancing

Manage cash balances and private banking services in accounts

Plan and manage new account on boarding process

Provide overview of client reporting and web capabilities to potential new clients

Organization and time management skills

Racially conscious and culturally competent with the skill, will, capacity, and knowledge to commit to a culture of continuous improvement.

Assist customers with their queries and develop customer service skills [Monthly, 10%]

Experience working directly with people from diverse racial, ethnic, and socioeconomic backgrounds.

Help plan event logistics [Monthly, 15%]

Communicate perspective and provide feedback through event planning process [Monthly, 15%]