Business Support Specialist – Investment Managers, VP
Core
Business Support Specialist providing business management, analytics, sales enablement, and operational support to Investment Managers and FX Advisors in the Emerging Markets Wealth Management franchise.
Role type
Senior IC business support specialist (wealth management)
Builds
Management information, portfolio review materials, investment content, and business analytics for Investment Managers
Domain
Wealth Management / Emerging Markets / Investment Management
Required skills
Portfolio analysis, business reporting, data visualization, presentation creation, stakeholder coordination, regulatory compliance, MS Office (Excel/PowerPoint), AI tool utilization
Preferred skills
Data visualization tools, reporting tools, AI-enabled productivity tools
Responsibilities
Prepare portfolio review and client discussion materials; conduct market and macroeconomic research; support trade booking and post-trade servicing; produce management dashboards and performance reports; assist in business planning and governance initiatives
Seniority
Senior, hands-on IC