Primary Responsibility
• Regularly monitor fund flows and implement regular reporting across key metrics• Undertake data profiling to gain key insights and use to guide future new business and retention strategies• Strong use of data analytics to understand trends in performance and customer and agent behavior activities as it relates to fund selection• Work with all stakeholders and cross-functional teams to identify data sources, in addition to building well-functioning reports and dashboards to visualize measures and identify trends• Develop creative approaches and methodologies to answer critical business questions, evaluate new product and service opportunities, and assess market potential• Assist in monitoring fund’s competitiveness and market related news/events• Work closely with product development team to identify and assess new investment opportunities• Acquire a thorough understanding of investment managers' investment disciplines and their expected portfolio characteristics and investment activities• Follow up on actions and tasks identified in Project Committee and QIC Analyze investment and Fund administration compliance matters
Qualification
Qualification
- Formal education: University Degree in Mathematics, Statistics, Economics, Finance or Accounting- 5-6 years working experience in investment research / portfolio analysis / economist role in fund management related areas / stock-broking firm- Having experience in MIS and Customer Analytics- Good command of English- Good analytical report writing skill- Good communication and presentation skill- Good knowledge of trends and developments in the capital markets
Informasi lebih lanjut
Bidang Pekerjaan |
Status Kepegawaian |
Perencana/Analisis Keuangan
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Full-Time
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Pendidikan Terakhir |
Gaji |
-
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Sesuai Peraturan Perusahaan
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Tingkat Jabatan |
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