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Chief Portfolio Strategist
beBeeDataMexico, Ciudad de México, MexicoHace 2 días
Descripción del trabajoProven experience in Banking & Financial Services (BFS) and Wealth Management, with a strong track record of success. Expert knowledge of portfolio management, data modeling, and financial analysis, including proficiency with analytical tools and databases. Excellent communication and interpersonal skills, with the ability to work effectively with remote, multicultural teams. Strong problem-solving skills, with the ability to analyze complex data and develop innovative solutions.
Associate Principal - BFS Data Analysis & Wealth Management
Location : Mexico (Remote)
Duration : Long Term
- Lead end-to-end business and data analysis in the Wealth Management domain, focusing on enhancing portfolio performance through strategic planning.
- Develop and implement effective data analysis strategies to drive business growth and optimize processes.
- Collaborate with product, technology, and business teams to identify areas for improvement and implement solutions.
- Translate complex financial data into actionable insights and recommendations for senior leadership, ensuring informed decision-making.
- Maintain the accuracy, security, and compliance of all financial data, adhering to industry standards and regulatory requirements.
- Provide guidance and mentorship to junior analysts, promoting a culture of continuous learning and professional development.
- Present findings and recommendations to diverse audiences through workshops, presentations, and reports, utilizing clear and concise communication skills.
Requirements :
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Portfolio Strategist • Mexico, Ciudad de México, Mexico