Associate, Financial Planning & Analysis

Job Description

Support and lead the weekly and monthly production processes of NNBF Research, document and improve NNBF reporting including execution to governance standards Identify ways to improve the Net New Base Fees reporting processes Improve communication with our clients and partners, better understand their needs, and help deliver an improved product Display intellectual curiosity, work towards excellence and lead transformation and automation projects with the use of Aladdin and finance systems Support and lead tactical and critical initiatives, including data migrations and systems/data integrations Responsibilities: Research and document NNBF reporting processes and articulate findings to team members to create efficient end to end reporting processes Understand the E2E NNBF process and policy, and ensure adherence to it Develop strong working relationships with our clients & partners in other business areas (Operations, Investments, Client Businesses, and Finance) to build foundational knowledge base for the team Support the weekly and monthly production with output accuracy including execution per the governance framework Become a contributor to the development of appropriate metrics and control framework to better manage and report AUM, Flows, Revenue and NNBF Support the on-boarding and reporting process for complex assignments. Partner, influence, and direct colleagues in other business areas (e.g., On-boarding, BDS, Client businesses, Investments, Billing, etc.) to achieve enhanced reporting accuracy Provide oversight and guidance on integrations and migrations of internal and external data and systems Challenge existing processes and policies, find opportunities for improvement, and see them through to implementation Build models from scratch for various businesses to support the NNBF reporting. Achieve SME on specific business and utilise the expertise to support other business. And provide mentorship and oversight to Junior talent Skills / Experience: Understanding and/or experience in Finance, Accounting, Financial Reporting, Operations and Data mining Analytical, innovative, and organized with excellent attention to detail and commitment to excellence Process minded with great focus on controls and risk mitigation by applying a methodical & organized approach Ability to work through challenging deadlines Strong teammate with excellent interpersonal skills Dedicated, enthusiastic, and intellectually curious Strong understanding of the investment processes across various product structures Excellent verbal and written communication capabilities - ability to interact with all levels Strong prioritization and influencing skills and ability to manage differing requirements from multiple clients Ability and/or experience in developing strong partnerships with other business areas locally and globally Proficient with Microsoft Excel Experience with VBA is a plus and experience with TM1 or other multi-dimensional tools is a plus