A strong understanding of the Wealth & Asset Management (WAM) industry. In particular, a good understanding of typical Investment Management processes (e.g. front office, middle office, back office etc), and organizational structures in WAM.
Participate in internal audit engagements of various organizations, to assess the adequacy and effectiveness of internal controls through conducting process walkthroughs and documentation testing
Support Programme Governance and ensure deliverables are completed in a timely manner and as per scope using varied project delivery methodologies (Waterfall/Agile/Hybrid)
Build Client Relationships: Develop relationships with new and existing clients, understand their hiring needs, and identify new business opportunities.
Develop and evaluate procedures, controls, user requirements, and functional specifications to identify gaps between the current state and future state, and propose enhancements to current business processes, reports, and applications to optimize system effectiveness.
Participate in internal audit engagements of various organizations, to assess the adequacy and effectiveness of internal controls through conducting process walkthroughs and documentation testing
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
Conduct workshops with business, risk, compliance and technology stakeholders to capture requirements and define future-state technology risk processes.
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
A strong understanding of the Wealth & Asset Management (WAM) industry. In particular, a good understanding of typical Finance processes (e.g. Reporting, FP&A, Operations etc.), and organizational structures in WAM