Job Role - Team Lead – BIU (Investment Product MIS/Data Analytics)
Key Responsibilities
Reporting & MIS Management :
- Lead the preparation and dissemination of accurate and timely MIS for investment products across all channels
- Ensure consistency and standardization of reporting logic across products and processes
- Handle ad-hoc MIS requests from business and customer service teams
Budgeting & Performance Tracking :
- Drive annual budget setting aligned with channel objectives
- Monitor and measure channel performance against set targets and KPIs
Data Analytics & Insights :
- Analyze transaction data to identify trends, anomalies, and improvement opportunities
- Convert complex datasets into actionable insights for product and portfolio enhancement
- Design and maintain dashboards that provide strategic business insights to senior management
Stakeholder Collaboration :
- Coordinate with reporting, alliance, and product teams to improve product and portfolio outcomes
- Collect and reconcile data from multiple stakeholders to ensure accuracy and completeness
Automation & Process Improvement :
- Implement systems and tools to automate reporting and reduce manual interventions
- Recommend and drive process improvements and system enhancements for operational efficiency
Team Management :
- Manage a team of 5–6 employees responsible for regular MIS delivery
- Drive team productivity and motivation
Job Requirements :
- Graduate with decent English communication skills
- Proficiency in MS Excel (advanced formulas and functions)
- Experience in reporting, MIS, and data analysis (handling large datasets, pivot tables, numerical analysis)
- Proficiency in MS Office applications (Word and PowerPoint)
- Knowledge of Power BI, Power Query, or other analytics tools/languages is an added advantage
- Minimum 12 years of experience in wealth management reporting or business reporting
- Presentable personality with strong interpersonal skills
- High level of integrity and dedication
- Willingness to learn with a continuous improvement mindset
