Role & Responsibilities
Requirements Gathering & Analysis :
- Collaborate with stakeholders to understand business needs related to holdings and investment portfolios.
- Document functional and non-functional requirements for systems and processes.
Data Analysis & Reporting :
Analyze market data, investment performance, and portfolio holdings.Develop dashboards and reports to support decision-making.Process Improvement :
Identify inefficiencies in current investment and holdings processes.Recommend and implement improvements using industry best practices.Project Management Support :
Assist in planning and execution of capital markets projects.Coordinate with IT and business teams to ensure timely delivery of solutions.Compliance & Risk Management :
Ensure adherence to regulatory requirements and internal policies.Support risk assessments and mitigation strategies for investment portfolios.Preferred Candidate Profile
Strong analytical and problem-solving skills.Experience with investment portfolios, holdings, and capital markets operations.Familiarity with data visualization tools and reporting platforms.Knowledge of regulatory compliance and risk management in financial services.Effective communication and collaboration skills for working with cross-functional teams.Skills Required
Investment Analysis, Capital Markets, Portfolio Management, Data Analysis, Reporting, Process Improvement