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JOB SUMMARY
· We are looking for an articulate, enthusiastic, and forward-thinking individual to join the Advisory Solutions team. You will have responsibility for a range of advisory related activities, including helping to embed and support Standard Chartered’s advisory framework (SC Wealth Select) across all markets; driving more consistent advisory engagement; driving sales activity combining house views with actionable solutions; and managing many of the day-to-day advisory related activities that focus on growing our Wealth business.
· Important requirements - The ideal candidate will have a keen interest and background/experience in financial markets, ideally have experience in an Investment Advisory role, have a strong interest in data analytics with experience using data visualisation tools such as Power BI, Microstrategy, or Tableau (along with excel/VBA skills), excellent communications skills (oral and written), high attention to detail, have the ability to multi-task well, be willing to work with stakeholders across all levels of seniority, and have demonstrated creativity in past roles in executing campaigns to amplify propositions.
RESPONSIBILITIES
Strategy
· Achieve global wealth management’s strategic priority to grow and deepen our Wealth client base by driving and enhancing our advisory proposition.
· Help embed, deepen and support Standard Chartered’s advisory framework (SC Wealth Select) across all markets and products to drive better, more consistent advisory engagements and grow resilient Wealth income.
· Collaborate directly with key stakeholders such as CIO, WM Product teams, and WM country teams to develop new (and enhance existing) ways that we communicate our house views paired with solutions to the frontline and clients – including Jumpstart events, SC Investment Roadmap pitchbooks, Wealth Huddles, Espresso meetings, Global Market outlook events etc
· Strengthen our HNW and UHNW proposition through advisory, incorporating value-add services such as access to INSEAD trained IAs, regular portfolio reviews, and digital advisory tools for stronger advisory conversations
· Shape and deliver digital frontline tools that empower RMs to have better client conversations - combining access to market data, CIO views and advisory content (Marketanalyst tool)
· Enhance all advisory training including the SC INSEAD Wealth Academy, and online learning advisory modules to train and upskill our RMs, and scale our advisory messaging globally.
· Drive a data-driven approach, proactively generating key customer insights/intelligence as a key enabler of WM business growth, leveraging data scientists from the Bank's analytics center of excellence to inform advisory opportunities and/or risks, and develop appropriate strategies and actions to capture such opportunities.
Business
· We have an ambitious goal to grow our Wealth Management and Managed Investments (MI) business significantly.
· This role will support the Head of Advisory Solutions with growing the Wealth business through advisory-related initiatives; support the management of advisory solutions strategic agenda aligned to the AMI (Advisory, Managed Investments) strategic agenda, and ensure alignment to the Global WM Strategy for Standard Chartered Bank
· Champion end-to-end advisory framework (SC Wealth Select) to ensure consistency across regions and segments
· Oversee the management of advisory framework to track quantitative & qualitative performance measures
· Help drive alignment with CIO function and country teams and drive effective communication of our house views translated into Investment Ideas and propositions to help grow business franchise and improve client experience across our footprint
· Work with global advisory teams to build an ‘Advisory Brand’ using advisory champions who act as ambassadors for their markets to embed SC Wealth Select into their DNA
· Curate and deliver frontline educational materials to promote investment ideas in line with house views to ensure that our specialists and RMs are better equipped to engage our clients effectively.
· Strengthen our HNW and UHNW proposition and help simplify processes for our affluent clients
· Use shape of book analysis work across markets to provide oversight on health of portfolios and bring structure and rigour across markets
· Own and lead the work on Portfolio Insights tool and embed it into the advisory process
· The role requires the employee to be highly articulate, have strong presentation skills, have high attention to detail, and be comfortable with communicating and presenting to a varied set of audiences like customer facing teams, senior stakeholders, data and technology teams
Data Analytics
· Help define and establish wealth analytics as a key enabler of WM business growth, leveraging data and new analytics methods, leveraging data scientists from the Bank's analytics centre of excellence
· Embed and champion data-led sales and advice through driving the use of data visualisation dashboards to track sales activity, wealth product penetration, as well as use data to drive insights and next best action for RMs
· Use excel and VBA skills to extract and clean data from existing data repositories for use in data dashboards and sales reporting
Processes
· Work on delivering and embedding a consistent Portfolio Review process across all markets, enabled through the myWealth Advisor tool.
· Deliver on our Priority Private promise that all PP clients receive a minimum of one portfolio review per year by a qualified IA.
Risk Management
· Identify gaps and weaknesses across the end-to-end advisory process risk and control environment and monitor rectification as required.
· Ensure adherence to regulatory guidelines and business policies across product development / sales
· Ensure implementation of appropriate control systems and operational procedures to support investment sales and securities transactions and the effective administration of customer accounts.
· Ensure adequate and appropriate systems and controls are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Technology and Operations, Finance and Reputation.
Governance
· Maintain awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
· Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.
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
· Global Head Advisory and Managed Investments, Group and Country Wealth Heads, CPBB Heads, CIO team, Country IA Heads, Group and Country Product Teams, Group and in-country Segment teams.
· Group and in-country Client Engagement teams, Group and country Digital Sales & Marketing teams.
· Group and in-country Brand & Marketing teams, Data & Analytics teams, Group Client Journey team.
· Group and in-country Digital teams
Our Ideal Candidate
· Graduate finance professional.
· 7+ years of experience in financial markets (Priority Banking/Private Banking, Asset Management) with experience in Investment Advisory, or Mutual Funds favoured.
· Sound understanding of Macroeconomic concepts, Asset allocation, Portfolio Construction and investment advisory skills.
· Good knowledge of financial systems such as Bloomberg, Refinitiv (Temenos suite – AAA+, etc a plus).
· Must have experience in data analytics (experience in data visualisation tools such as Microstrategy, Power BI or Tableau), as well as strong Microsoft Powerpoint and excel / VBA skills (Python an advantage).
· Chinese language would be advantageous as the scope of the role includes working with North Asia based markets (predominantly Chinese).
Role Specific Technical Competencies
· Microsoft Powerpoint, Excel, Office
· Data Analytics / Visualisation competency.
· Investment Advisory.
· Mutual Funds.
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 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
· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
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, parental/maternity (20 weeks), sabbatical (12 weeks 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.
· Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website www.sc.com/careers
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Responsibilities:
1、Responsible for the discovery, evaluation, negotiation, execution, and management of Web3 FOF business and direct investment projects, ensuring investment returns and security.
2、Lead and conduct due diligence, including gathering information on target companies and industries, evaluating client and partner data, analyzing competitors, researching target company technologies, analyzing market potential and valuations, as well as conducting background checks.
3、Manage investment portfolio companies and funds, and regularly provide post-investment reports to offer timely and accurate investment information to investors.
4、Actively participate in the company's fund strategies and operations, as well as financing activities, including internal training and investor conferences, to drive the company's development and growth.
5、Establish and maintain good relationships with investors, partners, and regulatory agencies to enhance the company's brand image and market competitiveness.
Qualifications:
1、Bachelor's degree or above in finance, economics, business management, or related fields.
2、Minimum of 6 years' experience in investment management, with preference given to those with successful investment project cases.
3、Rich experience in the Web3 industry, deep theoretical knowledge of investment, and extensive practical experience, able to proficiently utilize various investment tools and methods.
4、Strong analytical and judgment skills, capable of accurately assessing the risks and returns of investment projects.
5、Excellent negotiation and communication skills, able to effectively handle various issues in investment activities.
6、Strong team leadership skills, capable of leading and motivating team members to achieve investment goals.
7、Fluent in both spoken and written English and Chinese, able to communicate effectively in the workplace.
8、Excellent time management and organizational skills, able to efficiently handle multiple projects and tasks.
9、Sharp market insight and forward-thinking, able to grasp investment opportunities and make wise decisions.
10、Strong moral character and professional ethics, able to comply with laws, regulations, and company rules and regulations.
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Your primary responsibility will include but not limited to the following:
• Leading various investment and M&A activities, including but not limited to fundraising, structuring, due diligence, legal drafting, negotiation
• Evaluating investment opportunities
• Preparation of financial modeling for M&A purpose as well as financial modeling to assess/ support acquisition and presenting financial analysis to key internal stakeholders.
• Performing valuation and return analysis
• Preparation of investment memos for the Management and Board of Directors
• Liaising with potential investors and investees, financial advisors, legal representatives, M&A professionals
• Leading IPO preparation process
. Managing shareholders
• Other Ad Hoc duties as assigned by Management
Requirements:
- Master Degree
- Experience is similar capacity
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Position: Director of Quality
Team: Managed Investment Data Team
The Role
The pursuit of quality at Morningstar is deeply ingrained in our culture and it is a key part of the value we bring our clients. We seek a highly self-motivated professional to own the strategic roadmap for continuous improvement of Managed Investment Data. The Director of Quality leads a team responsible for developing, implementing and monitoring quality assurance programs and ensures effective and efficient policies, processes, and procedures in place and adhered to. The Director of Quality will create a culture of client-centric quality, where all data quality goals are from the perspective of the user. The Director of Quality will collaborate with peers in the same role for other data types at Morningstar to drive global best in class data quality. This role will also work closely with audit and benchmarking Data team leaders and global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. This role reports to the Head of Managed Investment Data.
Responsibilities:
• Measure, build, sustain, and own the quality framework and processes across the Managed Investment content set that help us deliver quality data to clients.
• Build and lead an internal data quality team emphasizing content expertise and client-centric measurements of quality.
• Own the success of the quality health review and certification program.
• Aggregate data quality metrics and deliver holistic data health updates to internal stakeholders, with action plans for continued success.
• Own the data quality testing suites. Define the priority of future testing suites for Data Technology. Establish an operating model in which we proactively identify bugs and introduce new tests for each bug identified and for all new developments
• Oversee the management of day-to-day activities of team to develop and implement the quality framework of key global Managed Investment database.
• Accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members.
• Serve as an escalation point for critical quality assurance issues.
• Partner closely with Data Operations team leaders to conduct root cause analysis, and track implementation of process improvements based on findings and measure impact
• Define requirements for quality dashboards for Managed Investment Data and collaborate with the Enterprise Data Platform team and other Quality Directors to bring these dashboards into a consistent data quality dashboard.
• Define metrics to assess the effectiveness of our quality testing suites
• Partner with the Director of Customer Support to identify data quality defects via patterns in client tickets and establish test cases to mitigate future defects.
• Identify and prioritize auditing and benchmarking opportunities across Managed Investment Data. Coordinate with the central auditing and benchmarking team to have them scheduled. Monitor progress of executing on action items after the audit RCA.
• Monitor the industry for quality control methods and propose future areas of investment for Morningstar to reach and sustain best in class quality.
Requirements:
• A broad and comprehensive understanding of investment and financial data sets.
• Bachelor’s degree and 10+ years of experience in quality assurance, including experience with LEAN, Six Sigma, and Kaizen.
• 5+ years of experience managing a team
• 5+ years of experience working directly with data technology squad(s).
• Demonstrated ability to partner with product managers to understand the needs of the user and translate those user needs into data quality goals
• Demonstrated ability to write and execute SQL queries.
• Excellent communication skills. Demonstrated ability to communicate complex data matters correctly and clearly to internal and external consumers.
Preferred Qualifications
• Certified Lean Six-Sigma Green or Black Belt.
• Experience with data visualization software, such as Microsoft Power BI and Tableau.
• Experience managing a global team.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
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Roles & Responsibilities
The role is that of an Investment Director, who oversees the investment activities of the company. The Investment Director will be involved in the origination, deal execution and portfolio management and will be part of a small team of investment professionals. This position will be based in Singapore.
Responsibilities
· Deal origination, proactive sourcing, market studies
· Modelling and valuation of investment opportunities
· Assisting in all aspects of deal execution including market and financial due diligence, structuring and contract negotiation
· Monitoring of portfolio companies and executing value creation plans.
· Represent the company on the board of directors or supervisory board of portfolio companies to Negotiate and execute investment transactions like acquisitions, mergers, divestitures, joint ventures, or partnerships, if need be.
· Ensures there is full compliance with local and overseas regulations if any and maintains high ethical standards, making recommendations to senior management or board of directors.
Qualifications
· 5 to 10 years of work experience in private equity, corporate nance or strategy consulting, preferably with solid financial modelling and valuation expertise
· Bachelor or Master's degree in engineering or economics & finance with excellent academic credentials
· Well-organized, detail-oriented, ability to multi-task and work under tight deadlines
· Strong business and investment acumen
· Excellent written and verbal communication skills in English
Personality
· Entrepreneurial, takes own initiative and is driven to achieve targets
· Positive attitude
· One who has leadership qualities and is able to be a team player as well.
· Has integrity & is honest
About the Company
· No information added.
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Our client is actively searching for an Associate Director, Investment to join their team!
If you are a dynamic individual seeking a new career opportunity, read further!
The responsibilities of this role are:
The ideal candidate will need to have the following qualities and experience:
An exciting career awaits the right candidate! Click "Quick Apply" to register your interest now.
All applicants' CV will be treated with the strictest confidentiality. We regret to inform that only shortlisted candidates will be contacted.
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Job Scope
· Fully follow up the product lines and ensure the instruction of Chairman on products are executed and implemented.
· Communicate with product and R&D teams of each product line, follow up project, grasp the details of project progress and feedback to Chairman.
· Participate in product scheduling, coordinate multiple resources, design, R&D, operation, and testing teams, promote the development process of each product before launch. After launch, facilitate team updates and iterate product features based on operational feedback.
· Organized and coordinated product-related meeting which involving Chairman, responsible for summarizing meeting minutes, followed up, established an effective communication between Chairman and Project team, play a bridge role in product positioning and execution.
· Stay attentive to market, analyse competitive products in relevant market, compare company product design, provide opinions and suggestions for Chairman's product decisions.
· According to the requirements of Chairman, organize related product, R&D, design resources, and independently complete specific projects.
Requirements
1. Educational Background: Bachelor's degree or higher.
2. Work Experience: Over 10 years of work experience with 5 years of team management experience.
3. Industry Experience: Relevant work experience in well-known/large internet companies, with practical experience in designing and managing internet products, ideally with at least one successful experience in internet product design and management.
4. Professional Qualifications:
· Strategic thinking and management in internet product field, with a strong forward-looking perspective on product field future development and market judgment.
· Ability to think user-centrically and data-driven, challenging authority and traditional experiences, with a habit of rapid and thorough verification.
· Strong team management, project management, and team training abilities.
· Excellent language, communication, organization, and coordination skills.
· Management training experience and advanced certificates in product development is an advantage.
5. Regional Experience: International perspective and experience, with deep insights into and experience in China, Southeast Asia, and other international markets, particularly preferred in terms of product and project implementation.
6. Language Requirements:
· Proficient in professional business writing and language communication.
· Fluent in Mandarin to communicate with Chinese associate.
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Who are we?
Equinix is the world’s digital infrastructure company®, operating over 250 data centers across the globe. Digital leaders harness Equinix's trusted platform to bring together and interconnect foundational infrastructure at software speed. Equinix enables organizations to access all the right places, partners and possibilities to scale with agility, speed the launch of digital services, deliver world-class experiences and multiply their value, while supporting their sustainability goals.
A career at Equinix means you will collaborate on work that impacts the world and be surrounded by endless opportunities to learn new skills and grow in varied directions. We embrace diversity in thought and contribution and are committed to providing an equitable work environment that is foundational to our core values as a company and is vital to our success.
Job Summary
Responsible for providing internal consulting services to a segment / grouping of business units on topics such as organizational change and design, strategic planning, succession planning, leadership development, career development, performance management, team effectiveness, diversity and inclusion, and conflict resolution.
The role will work in close partnership with the HR Business Partner team and the Talent Acquisition leader as a ‘three in a box’ to create and implement a holistic people strategy for the business. You will also help the business adapt to changing environments and markets by developing and executing change management plans.
Responsibilities
● Conduct organizational assessments and diagnose issues and opportunities for improvement.
● Design and facilitate interventions to enhance organizational performance and effectiveness.
● Develop and implement strategies and action plans to align the organization with its vision, mission, values, and goals.
● Support the HR Business Partner team in developing and executing talent management processes, such as succession planning, career development, performance management, and employee engagement.
● Collaborate with the Talent Acquisition leader to identify and develop internal and external talent pipelines and hiring plans.
● Provide coaching and mentoring to managers and leaders to enhance their leadership skills and capabilities.
● Design and deliver training and development programs to build organizational capabilities and competencies.
● Lead and manage change initiatives and ensure stakeholder buy-in and commitment.
● Measure and monitor the outcomes and impact of organizational development interventions and initiatives using appropriate metrics and indicators.
● Act as the point of contact for the wider organization to embed HR changes and products into the business in a bespoke way.
● Work at a fast pace and deliver high-quality results within tight deadlines and budgets.
● Drive both the corporate agenda and the local business translation of the agenda and balance the work as required on a global and regional basis.
● Lead and coordinate teams in sprints to complete work to a high standard and ensure alignment and collaboration across functions and geographies.
Qualifications:
● Bachelor's or Master's degree in Organizational Development, Organizational Behavior, Human Resources, Psychology, Business, or a related field.
● At least 12 years of experience in organizational development, organizational design, change management, or a similar role.
● Proven track record of delivering successful organizational development projects and initiatives.
● Strong knowledge and skills in organizational development methodologies, tools, and frameworks.
● Excellent facilitation, presentation, communication, and interpersonal skills.
● Ability to work effectively with all levels of the organization and influence positive outcomes.
● Ability to think strategically and analytically and solve complex problems.
● Ability to work independently and collaboratively in a fast-paced and dynamic environment.
● Ability to lead and manage multiple projects and priorities.
● Ability to handle ambiguity and uncertainty.
● High level of professionalism, integrity, and ethics.
● Certification in organizational development, change management, coaching, or assessment tools is a plus.
Equinix is committed to ensuring that our employment process is open to all individuals, including those with a disability. If you are a qualified candidate and need assistance or an accommodation, please let us know by completing this form.
Equinix is an Equal Employment Opportunity and, in the U.S., an Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to unlawful consideration of race, color, religion, creed, national or ethnic origin, ancestry, place of birth, citizenship, sex, pregnancy / childbirth or related medical conditions, sexual orientation, gender identity or expression, marital or domestic partnership status, age, veteran or military status, physical or mental disability, medical condition, genetic information, political / organizational affiliation, status as a victim or family member of a victim of crime or abuse, or any other status protected by applicable law.
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Title: Director, Global Investment Professional Learning
Department: Human Resources
Reports to: Global Head of Investment Professional Learning
Location: Boston, MA
BAIN CAPITAL OVERVIEW
Bain Capital, LP is one of the world’s leading private multi-asset alternative investment firms with approximately $180 billion of assets under management that creates lasting impact for our investors, teams, businesses, and communities in which we live. Since our founding in 1984, we’ve applied our insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate. We leverage our shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, our global team aligns our interests with those of our investors for lasting impact.
KEY RESPONSIBILITIES
Bain Capital is looking for a Director of Global Investment Professional Learning who will drive and continue to evolve the learning strategy for our pre-Partner investment professional cohorts across our businesses. The role reports to Bain Capital’s Global Head of Investment Professional Learning, and is based at our headquarters in Boston (with the option to work remotely two days per week), joining our high-performing Investment Professional Learning team.
Day-to-day responsibilities:
GENERAL QUALIFICATIONS:
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Job Summary:
We are seeking a hands-on, strategic product leader, who can lead and execute a vision for our scalable, configurable, Investment Data Management Cloud platform. This role will primarily focus on the data platform required for all of Clearwater’s products, while also contributing to our global data management strategy. You will also play a critical role in scaling our platform across asset classes and industries, creating a highly configurable data platform that powers all our analytical and AI products.
This is an exceptional opportunity for a seasoned professional with experience building data pipelines and analytical financial technology software. In close collaboration with Sales, Engineering, Operations and Services teams you will strategically implement the high-level road map for our foundational data layer and enable the development of multiple product lines.
You will report to the Chief Product Officer and will be responsible for defining market problems, developing a short- and long-term product strategy, mentor product managers and convert strategy into product deliverables and releases.
Responsibilities:
Leadership:
Business Growth:
Client Success:
Product Innovation:
What we look for:
Highly Preferred Experiences:
What we offer:
Compensation Range: $220,000/YR-$260,000/YR + Bonus. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class
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