Assistant Manager - Portfolio Analytics (Mashreq Global Network Pakistan)
Mashreq · Pakistan · 11d ago
Job Purpose
Support the EAM (External Asset Management) RMs and Head of EAM coverage desk with onboarding process of EAMs and complete documentation, KYC, agreements and ongoing maintenance
Support the portfolio of Mashreq Private Banking clients onboarded through EAMs with personalized and standardized service.
Support the EAM RMs with outbound calling exercise in promoting (non-investment related) campaigns to existing private banking clients through client calls.
Provide superior customer service promptly & effectively within acceptable TATs & without compromising on controls.
Prepare monthly Input Files for Performance Scorecard across profiles in Frontline.
Streamline and work on automation of key reports with BIU
Regularly review reports on an ongoing basis and identify gaps if any and remediate.
Work with Operations on upload files for Portfolio changes
Preparing MIS and key reports as required by business time to time.
Tracking Growth /De-growth from Swing reports and engaging with RMs on reasons of change on a weekly basis.
Strict Adherence to Polices and SOP laid down by Business.
Share ad hoc BIU reports to Stakeholders.
Adherence to Private Banking policies/ procedures & SOPs / ADMs / Governance KPIs
Ensure satisfactory audit outcomes.
Work closely and effectively with other internal customers / stakeholders.
Knowledge, Skills and Experience
- Graduate in any stream (finance preferred) with at least 5 years of experience in reporting and analytics.
- Good working knowledge of Excel and PowerPoint including Macros, SQL, PowerBI and Business Objects
- Experience in banking / service industry will be preferred
- Must have good interpersonal and negotiation skills with pleasant personality
- Good command in spoken English and excellent writing skills
- Customer oriented and ability to manage difficult situations