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Manage daily and monthly functions of performance reporting; ensure that the end-to-end process such as downloading and maintenance of financial data is handled properly
Ensure the integrity of data in the performance systems so that performance reports can be generated to our clients
Coordination of the end-to-end operations with Ops and tech teams if there is any issue highlighted
Provide updates to both global and regional teams and peers on metrics
Review of existing processes and recommend solutions to improve the processes via automation through VBA or macros
Handle enquiries from bankers/counsellors on performance reporting
Participate in initiatives in gathering feedback to continue to improve our service level in client reporting
Participation in User Acceptance Testing, initiate and formulate test scripts, conducting end-to-end testing for any regional and global releases
Production Checkout for Performance-related items for Regional and Global Release enhancements, ensuring that enhancements are promoted smoothly.
Provide training to junior analysts; guide the team in the day-to-day reviews of performance analysis and reconciliation
Good degree from a recognized university in Finance or equivalent
At least 4- 6 years' experience in Banking or related areas
Basic knowledge of banking products and investment instruments
Knowledge of Visual Basic, MS Access and SQL would be advantage
Resourceful, proactive and possess strong interpersonal skills.
Team player who is committed to work under minimal supervision.
Job Family Group: Customer Service
Job Family: Institutional Client Management
Time Type: Full time
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