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Tier-1 brand, metro location, and broad analytics/finance responsibilities drive high competition.
Core finance, budgeting, and reporting skills are transferable, though wealth-specific knowledge increases sensitivity.
Explicit 8–10 years requirement plus mandatory advanced Excel and finance budgeting skills imply high shortlisting strictness.
Design, build, and maintain centralized reporting suite to track KPIs, business drivers, and financial impact of strategic programs in Wealth business.
Perform deep-dive analysis to identify trends, risks, and opportunities and develop analytics for value realization from investments and initiatives.
Collaborate with Finance, Technology, Risk, and Front Office to ensure data quality, gather data, align metrics, and prepare insights for senior management decision-making.
8-10 years of relevant experience.
Advanced Excel skills including pivot tables, VLOOKUP, and formulas.
Bachelor's degree or equivalent experience.
Experience with databases and information management.
Experienced in wealth or financial services business analysis with focus on strategic program tracking and reporting.
Strong collaborative skills to interact across multiple internal units such as Finance, Technology, Risk, and Front Office.
Capable of managing complex data quality and analytical projects supporting senior management decisions.