Business Insights Analyst II delivering insights and analysis to support TD Insurance's initiatives. Collaborating with business partners to drive strategic planning and decision - making.
About the role
- Client and Fund Reporting Analyst overseeing client reporting schedules and managing the investor portal. Collaborating with stakeholders in a hybrid work model at Mercer.
Responsibilities
- Oversee the management and seamless execution of client reporting schedules, ensuring accuracy, timeliness, and consistent delivery of high-quality reports.
- Streamline existing reporting processes and explore innovative reporting solutions to enhance efficiency.
- Act as the caretaker of our Investor portal, driving improvements, updates, and stakeholder engagement.
- Collaborate closely with stakeholders across Investments, Operations, and Technology functions.
- Work alongside development teams and stakeholders to enhance portal functionality and ensure accurate delivery of investment components.
- Act as a client advocate, championing the customer experience in all aspects of reporting and portal functionality.
Requirements
- Degree qualified or equivalent experience in Finance, Investment Management, Operations, or a related field.
- Postgraduate qualifications such as CFA, CIMA, or a relevant Master’s degree are highly desirable.
- Minimum 5 years’ experience in the investment industry, with strong knowledge of investment management and/or investment operations processes and systems.
- Demonstrated experience managing projects through the full project lifecycle.
- Strong project management and delivery capabilities.
- Customer-focused with a drive to enhance client outcomes.
- Excellent communication skills, both verbal and written, with the ability to engage and influence stakeholders at all levels.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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