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The Global MI Manager is responsible for all aspects of the financial reporting (both internal and external) and analysis of the Global Asset Management business, including the timely and accurate provision of management information to the AMG Global Exco and additional financial reporting as required by RBWM and Group Finance. This role is also expected to deputise for the AMG Global Head of Business Performance, when appropriate.
The Asset Management Group (AMG) Global Management Information (MI) team is responsible for reporting and analysis of AMG performance on a global, regional and business line basis. Scope of coverage includes global revenues, costs, AUM/AUD, Flows, RWAs and Headcount covering the areas of Management Information, Planning and Analysis, as well as adhoc projects and requests.
The team works closely with business and senior finance management in providing them with the detailed management information as required.
The Global MI Manager reports to the Global Financial Controller and is of key importance to the AMGB business and Finance as we develop our position as business partner. The accuracy, integrity and insight of information reported is of paramount importance.
End to end ownership of Global MI processes for AMG, across all AMG regions
Monitor and report AMG performance, including full production accountability for AMG Executive Management reporting. All reporting must be accurate and in accordance with best practice, current regulatory requirements and agreed standards and timeframes
Drive the MI Transformation agenda
Plan and manage ad-hoc tasks and reporting raised by Global Head of Business Performance and senior management to ensure relevant and timely response. Initiative, lateral thinking and the ability to see things from a management perspective is crucial
Maintain effective relationships with various appropriate business and regional sources, including AMG Regional CFOs and MI teams, RBWM Finance and Group Finance
Provide guidance and advise to Global Head of Business Performance, senior finance and business management
Improve process efficiency across all deliverables, notably in the offshore team
Key responsibilities include:
Production and analysis of timely MI
Development of the AMG Group MI to ensure fit for purpose and aligned to Group and RBWM MI packs
Implementing the AMG MI Transformation agenda, including MI implementation of Prject Rafter and visualization of reporting and analysis
Provide support for the group external reporting requirements
Deputise for the AMG Global Financial Controller, when appropriate
Additionally, the candidate is expected to:
Effectively communicate with senior and executive management when required on a timely and appropriate basis
Development of process improvements and efficiencies of all processes, but notably offshore processes
The application of acquired business and technical knowledge to understand and resolve issues emerging from changing internal and external environment
Ensure the adherence, at all times, to relevant legal and accounting framework, particularly where the working practice is likely to influence senior management decision or where the financial information is prepared for an external domain
Integral part of a team providing performance and financial management, control and support to senior management
Previous experience of analyzing and interpreting results
A high level of accounting and analytical skills will be required
Experience of financial control processes and procedures
Knowledge of asset management products and related regulatory, legislative and competitor environment, whilst not essential , would be beneficial to the candidate
HSBC MI and accounting systems and infrastructure, whilst not essential , would be beneficial to the candidate
Qualified accountant (ACA preferred) with experience in a variety of FP&A and/or financial control roles
Excellent communication and interpersonal skills
Proven ability to meet tight reporting deadlines
Ability to prioritise own tasks and workload
Strong understanding of the business issues and the drivers of business performance
Self-motivated and capable of working effectively as part of a team