Associate Principal – BFS Data Analysis & Wealth Management - Remote

Overview

This role involves leading end-to-end business and data analysis activities within the Wealth Management cluster, enhancing portfolio management outcomes through comprehensive data strategies.

In Short

• Lead business and data analysis activities in Wealth Management.
• Design data analysis strategies for portfolio management.
• Collaborate with product and technology teams for process optimization.
• Use analytical tools to interpret market trends and client data.
• Provide insights and recommendations to senior management.
• Ensure data quality and compliance in analytics activities.
• Mentor junior analysts to enhance team capabilities.
• Engage stakeholders to translate business needs into data solutions.
• Facilitate workshops to communicate findings effectively.
• Drive continuous improvement initiatives in data analysis processes.

Requirements

• 7+ years of experience in BFS data analysis and wealth management.
• Strong background in portfolio management and financial data analysis.
• Expertise in advanced analytics tools and methodologies.
• Excellent stakeholder management and collaboration skills.
• Proven ability to lead data-driven strategies and projects.
• Understanding of regulatory and compliance frameworks.
• Mentorship experience for junior team members.
• Strong communication and presentation skills.

Benefits

• Opportunity to work in a global technology consulting company.
• Be part of a team that drives digital transformation.
• Work remotely from anywhere.
• Engage in continuous learning and professional development.
• Collaborate with diverse teams across continents.