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For Companies At a Glance
- Tasks: Support client analytics database design and maintenance for strategic decision-making.
- Company: Join SMBC Group, a global financial powerhouse with over 400 years of history.
- Benefits: Gain exposure to diverse teams and cutting-edge data tools in a dynamic environment.
- Why this job: Be part of a team that drives insights and analytics, impacting client strategies across EMEA.
- Qualifications: Strong numerical skills, technical expertise in data analysis, and relevant degree preferred.
- Other info: Opportunity to collaborate globally and manage complex data projects.
The predicted salary is between 36000 - 60000 £ per year.
SMBC Group is a global financial services group, operating in 40 countries with over 400 years of history and ambitions to continue to grow and evolve our business in the EMEA region.
Details
Job Title / Corporate Title: Management Information / Associate
Department / Group: STPD / Portfolio & Client Strategy
Location: London, UK
Purpose of Job
- Support the design, development and maintenance of the client analytics database to be used in EMEA by all Departments for Client Strategy & planning purposes, and those client analytics to also be used in the capital allocation decision making process.
- Support data analysis and interpretation to all Departments to highlight revenue opportunities or KPIs at both a client and portfolio level.
- Assist management information reports/presentations to ensure that superiors have the relevant information needed to support operational and strategic decision-making.
Background
- Support and shape delivery of client reporting capability across EMEA with a focus on delivering insight and analytics at both a client and portfolio level.
- The role requires interaction and collaboration with global Portfolio Strategy teams based in all regions.
- Role support technical bridge between Front Office and the bank reporting systems and contributes a blend of business and accounting knowledge as well as a strong understanding of system data flows, data structures and other analytical skills.
- Support the Front Office by producing regular and ad-hoc reporting and analysis.
Facts / Scale
- The role is responsible for the oversight of a large volume of data and highly complex return methodologies.
- The role has a primary focus on supporting the wider Portfolio Strategy team alongside the Front Office.
- This role requires understanding of all the core systems and processes within own area, and how they link with other systems within the Bank.
Accountabilities & Responsibilities
- Produce regular client & portfolio reports, in addition to ad-hoc reports.
- Ensure data quality and data governance is applied to client metrics and assist other departments responsible for data and systems used by the Portfolio Strategy team.
- Ensure core deliverables are produced on time and to spec by monitoring development progress, providing guidance and technical oversight and in preparing, executing, and signing off UAT.
- Support coordination between processes in EMEA and those in place in other Portfolio Strategy teams across the globe, sharing best practice.
Knowledge, Skills, Experience & Qualifications
- Strong numerical and financial skills with the ability to interpret financial information and able to design and use financial models.
- Strong technical skills in data extraction and analysis techniques including AI, Python, PowerBI, Tableau, Wallet Data (Dealogic, Coalition), SQL, MS Access and MS Excel.
- Good communication skills.
- Familiarity with IFRS and JGAAP reporting standards and management accounting experience is advantageous.
- Relevant technical degree-level education with a preference toward accounting / financial and / or mathematical or Data science disciplines;
Challenges
- Manage multiple concurrent (and unexpected) workloads and manage delivery and stakeholder expectations accordingly.
- Collaborate with colleagues across multiple disciplines and geographic locations.
- Be resilient toward business change (including team member rotation) and accept not all assigned work is achievable and that some deliverables may not move at the expected pace due to business bottlenecks.
Management Information - Associate (Portfolio & Client Strategy) employer: Sumitomo Mitsui Banking Corporation – SMBC Group
Contact Detail:
Sumitomo Mitsui Banking Corporation – SMBC Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Management Information - Associate (Portfolio & Client Strategy)
✨Tip Number 1
Familiarize yourself with the specific data analysis tools mentioned in the job description, such as Python, PowerBI, and SQL. Having hands-on experience or projects showcasing your skills with these tools can set you apart during the interview process.
✨Tip Number 2
Understand the financial reporting standards like IFRS and JGAAP. Being able to discuss how these standards impact client analytics and decision-making will demonstrate your knowledge and readiness for the role.
✨Tip Number 3
Prepare to discuss your experience with managing large datasets and ensuring data quality. Be ready to provide examples of how you've handled complex data flows and maintained data governance in previous roles.
✨Tip Number 4
Showcase your ability to collaborate across teams and geographies. Think of examples where you've successfully worked with diverse teams to achieve a common goal, as this role requires strong communication and teamwork skills.
We think you need these skills to ace Management Information - Associate (Portfolio & Client Strategy)
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Tailor your application to highlight how your skills and experiences align with the needs of the Management Information - Associate position.
Highlight Relevant Skills: Emphasize your numerical and financial skills, as well as your technical expertise in data extraction and analysis techniques. Mention specific tools like AI, Python, PowerBI, Tableau, SQL, and Excel that you are proficient in.
Showcase Communication Abilities: Since good communication skills are essential for this role, provide examples in your application that demonstrate your ability to convey complex information clearly and effectively, especially in a collaborative environment.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect your understanding of the company and the role. Use keywords from the job description and provide concrete examples of your past experiences that relate to client analytics, reporting, and data governance.
How to prepare for a job interview at Sumitomo Mitsui Banking Corporation – SMBC Group
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with data analysis and interpretation. Highlight specific examples where you've used tools like Python, SQL, or PowerBI to derive insights that influenced decision-making.
✨Understand Financial Reporting Standards
Familiarize yourself with IFRS and JGAAP reporting standards. Be ready to explain how your knowledge of these standards can contribute to the role, especially in relation to client metrics and financial models.
✨Demonstrate Effective Communication
Since the role involves collaboration with various teams, practice articulating complex data findings in a clear and concise manner. Prepare to discuss how you would present analytical reports to stakeholders.
✨Prepare for Technical Questions
Expect questions related to data extraction and analysis techniques. Brush up on your technical skills and be ready to solve problems or case studies that may arise during the interview.
