Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the PAG team to partner with the Business. As a PAG- CWM Projects Associate within the Portfolio Analysis Group, you will be responsible for performance measurement & attribution and portfolio analytics for external clients. You will also serve as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Your analysis will be instrumental to help external clients understand promoters of return in their portfolios and help us internally measure the effectiveness of our products and strategies. Job Responsibilities - PAG seeks a highly motivated Associate in our Bangalore office to join our CWM Projects team within Wealth Management. The primary responsibilities of this role include but are not limited to: Provide the best client service experience by understanding our client's needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others Become a key contributor to the department's efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools Maintain high standards of quality control checks and procedures participate, develop and Preview controls for key business projects and business changes be a driver of improvements Identifying the problem statement, project scope and key milestones, researching background, assessing risks and designing solution path and coordinating of meeting with key stakeholders to create robust solutions and track implementation / success criteria Prioritizing project deliverables, tracking progress, escalating risks and holding stakeholders accountable for action items and Providing various ad hoc data research and analysis as needed Assisting in developing strategic solutions and defining PAG requirements Maintaining project scorecards/key metrics for senior management and planning for future deliverables on the roadmap and facilitating design review sessions as needed Implementing increased automation processes to achieve efficiencies and ensuring that operating model enhancements are globally consistent and keping a risk and control mindset throughout project life cycle Required Qualifications, skills and capabilities: Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution CIPM/CFA or progress toward designation Comfortable in a team environment while also able to deliver on independent assignments Knowledge of portfolio accounting principles, and performance and attribution methodologies Solid analytical ability to research and analyze complex datasets Interact and communicate effectively - written and verbal - throughout all organizational levels and roles including a strong client service mentality Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization Ability to work towards tight deadlines in a high-pressure environment Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail Proficiency with Excel, PowerPoint Consulting or Experience with portfolio performance, investments and/or products, and project management skills preferred
