Investments Discretionary - Associate

Join our Investment Product Development Team as an Investment Product Specialist, where creativity meets excellence.

As an Associate in Wealth Management Solutions Investment Product Development, you will manage initiatives for program governance, oversee advisory product lines, and coordinate with corporate partners for effective administration.

Job Responsibilities:

• Support the team for initiatives relating to the administration and maintenance of policies, procedures, regulatory reporting and business oversight.
• Manage relationships with product stakeholders across regions and functions; provide assistance and information to business partners, legal, operations, control teams and portfolio managers relating to product management.
• Lead projects including those driven by business and regulation; track progress made against project timeline & proactively report periodically on key highlights, next steps and issue resolution.
• Maintain and proactively recommend enhancements to procedures and processes.
• Support, create and enhance data reporting to support business management and regulatory reporting. Strong accuracy and attention to detail required.
• Coordinate across the diverse perspectives of Legal, Risk, Compliance, Operations and platform teams to deliver advisory program management initiatives.
• Recommend enhancements to projects to improve efficiency meeting objectives and timelines.
• Manage Projects including full ownership of meetings, document minutes & project steps, ensuring effective timing and sequencing of deliverables to meet tight deadlines.
• Track project timelines and progress including reporting on key highlights, next steps and issues.

Required qualifications, capabilities and skills

• 5+ years of financial services experience in Private Banking, Wealth Management, or Asset Management.
• Project Management or Product Management experience which includes dealing with multiple stakeholders along with the ability of knowing JIRA & Confluence.
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources. Team player with the ability to work in a highly collaborative environment.
• Good presentation skills; excellent communication, interpersonal skills and stakeholder management skills
• Exceptional data analysis/quantitative/technical aptitude with ability to quickly learn new processes, and datasets.
• Experience with analytical and data management tools (e.g. Alteryx, Tableau, Python, SQL etc., Highly competent with core MS Office applications – e.g. Outlook, Excel and PowerPoint.

Preferred qualifications, capabilities and skills

• Strategic and analytical thinker with a drive towards execution and results.
• Influencing skills to manage a variety of stakeholders from different functions.
• Team player who proactively shares knowledge and information within and outside the function.
• Exhibit analytical abilities to compile, structure, examine and prepare substantial data sets with precision and thoroughness.
• Proactive self-starter with a solutions oriented mindset and a fast learning curve.
• Detail-oriented with excellent planning, organizational and process management skills.