Role Overview :
This role will support the management team through MIS reporting, business analysis and strategic research.
Key Responsibilities :
Reporting and Business Analysis
- Prepare MIS reports and dashboards for the management team.
- Develop forecasts to support decision-making.
Industry and Competitive Intelligence
- Track trends, regulatory developments and emerging business models in the B2B wealth management space.
- Identify industry developments that may create opportunities or risks for the company.
Strategy and Acquisition Opportunities
- Research potential acquisition, partnership and business opportunities.
- Evaluate target companies based on their financial performance and strategic fit.
