Job Responsibilities:
- Organize complex information strategically, demonstrating expertise in Excel and PowerPoint.
- Prepare materials for town halls, sales updates, and strategy sessions.
- Support competitive analysis and reporting to inform business decisions.
- Coordinate sales team budget and forecast exercises.
- Project manage key work streams and ad hoc analysis for senior sales executives.
- Identify key business risks and drive resolution of mitigating controls.
- Support audit, regulatory, and compliance deliverables within the RCSA framework.
- Communicate effectively with business partners to understand projects and drive delivery.
- Participate in collaborative initiatives to simplify and improve business processes.
Required Qualifications, Skills, and Capabilities:
- Bachelor’s degree in Business, Finance, Economics, or related area.
- At least 2years of proven experience delivering high-quality presentations and reporting for various projects.
- Attention to detail is a must.
- Demonstrated success dealing with different stakeholder groups.
- Excellent communication, organization, and project management skills.
- Intermediate/advanced proficiency in MS Office tools (Excel, PowerPoint).
- Self-motivated, persistent, and able to work independently.
- Excellent written and oral communication skills.
Preferred Qualifications, Skills, and Capabilities:
- Experience in the financial services industry, particularly in securities services or sales.
- Familiarity with risk management frameworks and regulatory compliance processes.