Business Support Specialist – Investment Managers, AVP
Core
Business Support Specialist acting as a trusted partner to Emerging Markets Investment Managers, providing business management, analytics, sales enablement, and operational support.
Role type
Senior IC business support specialist (wealth management)
Builds
Management information, portfolio review materials, investment content, and business analytics for Emerging Markets franchise
Domain
Wealth Management / Investment Management / Emerging Markets
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, business reporting, data visualization, presentation creation, stakeholder coordination, regulatory compliance, MS Office (Excel/PowerPoint), AI tool proficiency
Preferred skills
Data visualization tools, AI-enabled productivity tools, cross-geography collaboration
Responsibilities
Prepare portfolio review and client discussion materials; conduct market and macroeconomic research; support investment campaigns and business initiatives; produce management dashboards and performance reports; maintain audit trails and documentation; support governance and risk activities
Seniority
Senior, hands-on IC