Manager - AM Client Platforms - Client Business CoE

Some careers have more impact than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions.

We are currently seeking an experienced professional to join our team in the role of Manager - AM Client Platforms - Client Business CoE

In this role, you will be:

• Responsible for training and supporting new and existing users on the business processes and functionalities of Sales Analytics Portal. Sales Analytics Portal is a Tableau dashboard that is the first touchpoint for Sales engagement. It provides Fund’s performance data and competitive positioning insights of HSBC Funds.

• Responsible for supporting users  in functional queries on how to perform certain actions in the portal.
• Interpret information in the different Tableau dashboards / visualization and support Sales in their client engagements.
• Take measures to capture system defects raised by users and liaise with the development team for ensuring it is remediated.
• Manage various communications such as Outage, Monthly Newsletter etc.
• Maintain  the responsibility to refresh data in the Tableau dashboards by collecting the data from Internal stakeholders or Database providers and ensure the data accuracy on a day-to-day basis.
• Perform periodical / ad-hoc processes e.g., Data Quality tasks, Re-alignment of Data with other internal HSBC Teams and external stakeholders (such as Morningstar, eVestment etc.)
• Undertake measures for identifying automation opportunities to bring efficiency in the day to day tasks..
• Develop on-demand bespoke reports using Morningstar / eVestment data, and the opportunities to add on to the existing Self-service framework. 

To be successful you will be:

• Comfortable being able to manipulate large data sets (typically from Morningstar and eVestment) and updating the data into the platforms supported.
• Strong understanding of Asset Management business. Specifically, the business processes within Sales, Client Management/Service, and Investment Management; with a bend towards the AM’s Institutional and Wholesale Business Fund data.
• Proven experience in Databases such as Morningstar, eVestment, Mercer etc.Proven experience in supporting / using Tableau dashboards.
• Good Knowledge of financial products & their role in the Asset and wealth management industry.
• Overall experience of 5 years or above preferably in the Asset Management and Capital Markets industry in Sales Support or Business Analysis role.
• Qualification – Post Graduation / Information Technology degree and/or qualification from a reputed institute. Good knowledge of Business Analysis, Agile Methodology, Automation / Workflow Tools, and Tableau certifications preferred

You’ll achieve more when you join HSBC

www.hsbc.com/careers

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”

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