MDI Analyst

Team Summary

APAC MDI team is composed of 3 Analysts reporting to the APAC GCIR Senior Manager. The team covers the Asia Pacific region.

Role Summary

The role of the Analyst is to provide high level technical and subject matter expertise for asset and portfolio data/statistics that result in accurate production and dissemination of performance information. As part of this role the Analyst leads and implements initiatives and projects focused on quality, efficiency, and business partner satisfaction, ensuring consistency across all teams globally. The Analyst acts as a mentor and coach for peers within the MDI team, globally. This role builds strong relationships with teams and associates across the firm that MDI relies on for data/statistical support. The Analyst ensures that all data provided complies with TRP distribution rules, compliance requirements, and team procedures.

About This Job

Assesses and reports on investment data, ensuring data accuracy and adherence to compliance standards. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from stakeholders (Relationship Manager, RFP, Investment, Compliance, etc.) and provides data for RFPs and DDQs. Reviews data leveraged to support business initiatives.

Job Summary

• Requires working and conceptual knowledge in their own job discipline
• Performs a range of assignments related to a job discipline
• Accountable for their own work and effective coordination of process and information with others
• Independently manages workflow and productivity, within guidelines and policies for ongoing work; may receive general guidance on new assignments

Responsibilities

• Assesses and reports on performance, statistics, risk and assets following compliance requirements internally and externally. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from clients regarding client reporting operations. Reviews data leveraged to support business initiatives.
• Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.
• Serves as an escalation point for client inquiries. Continues to develop knowledge on various product and investment offerings in order to address client inquiries and concerns.
• Interprets and suggests programs or improvements to services delivered in order to improve client service and operational experience
• Continues to develop expertise in investment data and compliance requirements
• In charge of data portion of RFPs and DDQs
• Effectively organizes and manages multiple tasks with competing priorities.

Typical Qualifications

• Technical knowledge of performance, GIPS, and global financial markets and processes
• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
• Experience in Asset Management

Preferred Qualifications

• Advanced Excel Skills
• Demonstrated ability to design and implement process improvements
• Experience leading projects/initiates from creation through implementation, globally
• Demonstrated specialized industry expertise in performance measurement and/or data management
• Experience on using markets data tools such as Bloomberg, FactSet, Morningstar, Nasdaq eVestment, etc.
• Applies consultative approach when interacting with customers and peers; position requires interaction with associates at all levels
• Ability to coach and influence peers without direct Supervisory oversight
• Passion for Investment Data. Completion of or progress towards a CFA, CAIA, CIPM, or comparable designation.
• Intellectually curious and enjoys solving problems
• Ability to think strategically and creatively
• Deep understanding of investment analysis and be able to interpret portfolio data and statistics