Business Management-Analyst

About the Role

As a Business Management Analyst in the Asset and Wealth Management team, you will support key initiatives through project management, presentation development, and business analysis. You will partner with senior stakeholders to respond to executive ad-hoc requests and communicate next steps across key business partners. You will organize complex information into strategic, compelling materials, leveraging strong design judgment and intermediate Excel and PowerPoint skills, including pivot tables. You will coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions. You will help maintain internal resources and documentation on collaboration sites such as SharePoint.

Key Responsibilities

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques, including creating wireframes and mock-ups iteratively for presentations, reports, and dashboards.
• Communicate effectively with key business partners to understand projects and drive next steps.
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions.
• Collect and maintain internal resources and documentation on collaboration sites, such as SharePoint.
• Participate in collaborative initiatives with team members and global managers to simplify, improve, and add value to existing business processes.

Requirements & Tech Stack

• Intermediate-level ability in MS Office tools: Excel, PowerPoint, Pivot Tables.
• Experience with collaboration sites such as SharePoint.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or other related area.
• Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders.
• Strong attention to detail with continuous focus on design excellence.
• Excellent organization and project management skills.
• Ability to articulate and demonstrate thoughtful rationale in design decisions.
• Self-motivated, tenacious, and able to work with a high degree of independence.
• Excellent written and oral communication skills.
• Highly motivated self-starter with excellent time management and prioritization skills.