Business Analysis (Wealth Solution)

Job PurposeThe job holder is responsible for providing comprehensive analysis regarding business performance & influencing factors, delivering forward-looking projections, and indicating business opportunities & proposed solutions.The job holder will identify all required data sources to support targeted research, collaborate with internal/external stakeholders to synthesize/analyze/visualize business data & deliver financial model outcomes. The job holder is expected to have a strong grasp of the financial market and business analytic skills, an open mindset and a numerical acumen that support data-driven business decisions and solutions.Key Accountabilities (1)Research and Analysis• Market Intelligence: Gather and synthesize market data related to investment product market & wealth management industry; conduct comprehensive research on market trends, competitor’s strategies and macroeconomic/regulatory shifts to assess their implications for the company’s product portfolio and business strategy.• Business Performance insight: Monitor and conduct in-depth analyses of business metrics and customer portfolios to provide periodic forecasts, identify performance gaps, and deliver strategic recommendations to Product Owners/Managers.Business Planning and Decisions Support• Financial & Budget Planning: Partner with Finance to develop P&L projections for business campaigns & actions, this includes building logical sizing frameworks/financial models and identifying targeted indicators and key business drivers to steer business growth.• Data-driven Support: Collaborate with internal stakeholders to develop insightful and actionable reports/dashboards that visualize business trends & customer behavior; identify opportunities for business performance improvement to assist Product Owners in making evidence-based decisions.