As a Business Management professional in our Asset & Wealth Management, you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:
- Ensure Financial Planning & Governance - Interlock with Technology partners to capture of Tech demand as part of the annual budget planning process. Collaborate with Finance managers on the Expense budgeting, reporting & Governance. Manage & govern the Headcount demands, have strong eye on open requisitions and Headcount movements & its impact on CTO forecast, continuously monitor and refine expenses into FSM & PI tools
- Partner with their technology teams to drive accurate and complete views of roadmap & Investment Plans
- Materials preparation, data gathering, tracking, and follow-up. AWM Portfolio Oversight and Governance - Ensure that the standards, processes and governance of the AWM Tech portfolio are maintained and accurate on an on-going basis.
- Collaborate with deliver Mangers on Significant Products and application metric
- Milestone Reporting of top headline Products
- Monthly Pi Milestones hygiene reviews
- Ensure Product Catalog aligns to Product Hierarchy
- Ensure Cost optimization / Efficiency analyses
- Ensure Governance & Executive Reporting
- Facilitate townhall meetings & interlock sessions, Tech town halls.
- Ad-hoc requests (in support of Technology & broader F&BM team)
Required qualifications, capabilities, and skills:
- 5+ years’ Business Management and/or FP&A experience, with an understanding of financial markets, asset management or related experience.
- Passionate about partnering with senior team leaders to solve problems & drive strategy
- Able to work independently, within tight deadlines and able to prioritize workflow
- Experience managing complex, fast-paced, and multi-faceted projects and flexibility to meet changing requirements and priorities. Advanced Excel, PowerPoint skills
- Ability to problem-solve, methodical and self-disciplined with attention to detail. Highly motivated, self-starter with a willingness to develop a knowledge base
- Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels
- Willing to accept responsibility and is driven to achieve excellence
Preferred qualifications, capabilities, and skills:
- Appreciation of technology and a data analysis a plus