Job Summary

The primary focus of the role is to operate as a centralised data hub for Advisory and Managed Investments in Standard Chartered. The individual will perform data aggregation and be responsible for building automation infrastructure and data visualisation for reporting initiatives, enabling the reporting of business trends and insights to senior leaders. The individual will work closely with the Global Advisory and Managed Investments Teams to support the growth of the Managed Investment and Wealth Management business globally. 

The individual will source large sets of data from multiple sources (files, APIs, databases), transform and normalise the data, and present it in dashboards or similar visualisation tools to assist with reporting, management, tracking, and analysis of the data to draw insights and make recommendations. They will also be responsible for distribution of business performance for periodic reporting to management.

The individual must have excellent analytical skills and be comfortable working with large sets of data and presenting findings that tell a clear, insightful and compelling story. They must have advanced working knowledge of data visualisation tools such as Tableau, Power BI, or Microstrategy and have created dashboards using these applications. They must also have excellent knowledge of MS Excel and MS Powerpoint. 

The individual will sit alongside the Wealth Management Data Analytics Centre of Excellence team, providing thought leadership and acting as a subject matter expert on Managed Investments within the broader team, helping to ideate appropriate data analytical solutions to address strategies to increase Managed Investment penetration, grow Managed Investment AUM and client retention.
 

Key Responsibilities

Strategy

• The primary focus of the role is to operate as a centralised data hub for Advisory and Managed Investments in Standard Chartered. The individual will perform data aggregation and be responsible for building automation infrastructure and data visualisation for reporting initiatives, enabling the reporting of business trends and insights to senior leaders. The individual will work closely with the Global Advisory and Managed Investments Teams to support the growth of the Managed Investment and Wealth Management business globally.

Business

• Source large sets of data from multiple sources (files, APIs, databases), transform and normalise the data, and present it in dashboards or similar visualisation tools to assist with reporting, management, tracking, and analysis of the data to draw insights and make recommendations
• Enable the reporting of business trends and insights to senior leaders
• Be responsible for building automation infrastructure and data visualisation for reporting initiatives
• Be responsible for distribution of business performance for periodic reporting to management
• Enables the organisation to be more data driven by supporting the business with critical insights and translation into action(s)
• Proactively shares trends and insights to trigger discussion and decision.

Processes

• Continuously improve the operational efficiency and effectiveness of processes
• Ensure effective management of operational risks within the function and compliance with applicable internal policies, and external laws and regulations

People & Talent 

• Champion and act as role model of the group’s values
• Driving an environment of collaboration, both within CPBB Banking and across the wider Group, to ensure issues are raised and blockages are resolved in a timely manner 
• Be able to work in agile fashion with other teams and support development /implementation of the solution
• Contribute towards training sessions for knowledge management

Risk Management

• Interpret the Group’s financial information, identify key issues based on this information and put in place appropriate controls and measures
• Ensure data security and data sharing in secured way through SharePoint in password protected files

Governance 

• Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role

Regulatory & Business Conduct 

• Display exemplary conduct and live by the Group’s Values and Code of Conduct. 
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

The role will involve working in close partnership with multiple relevant stakeholders including -

• Group/Region/Country Managed Investment teams
• Group/Region/Country Wealth Management teams
• Group/Region/Country Advisory teams
• Group/Region/Country Data Analytics teams

Skills and Experience

• Analytics experience    
• SAS, SQL    
• Communication Skills    
• Office tools (Excel/ PowerPoint)    
• Project Management Skills    
• Python    
• MicroStrategy    

Qualifications

• Education – University Graduate/ Post Graduate
• At least 2-3 years of relevant experience in business analytics, with experience in Wealth Management or Mutual Funds/ETFs a positive
• Excellent analytical skills, be comfortable working with large data sets, and have a logical mindset with attention to detail
• Familiarity with databases like Morningstar, Bloomberg, Refinitiv is preferred
• Extensive experience building dashboards using Tableau, Power BI, or Microstrategy
• Have strong knowledge of Excel, Powerpoint, VBA, SQL
• Experience in SAS, python is preferred
• Strong communicator and an ability to communicate with all levels of the organisation including global stakeholders
• Self-motivated and resilient
• Language – must be proficient in English

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.