Senior Analyst - GWAM Strategy & Transformation

Position Responsibilities:

Quantitative & Data Analysis

• Independently own data collection, data validation, and analysis

• Analyze financial, operational, or performance data to identify trends, issues, and actionable insights

• Develop dashboards and visualizations to support decisionmaking and progress tracking.

• Provide expert-level analysis and interpretation of complex data, trends, and business issues to enable informed decision-making.

• Establish and continuously improve standards, frameworks, and methodologies within the scope of work.

Qualitative Analysis & Process Review

• Review and synthesize qualitative information, including process documentation, policies, management readouts, and operating materials

• Support process mapping and documentation to identify gaps, inefficiencies, or opportunities for improvement

• Summarize key findings clearly and concisely for senior audiences

Executive Presentation & Materials

• Develop clear, structured presentations that translate data and analysis into insights

• Support the presentation of process maps, project trackers, and reporting materials through slides.

• Influence key stakeholders through data-driven insights, presentations, and advisory engagement.

• Support leadership in decision-making processes, including scenario analysis, risk assessment, and solution evaluation.

Project Management Support

• Support the execution of initiatives by coordinating workstreams, tracking milestones, and supporting daytoday project activities

• Work closely with crossfunctional stakeholders to manage timelines, scope, and dependencies

• Proactively identify risks, issues, and bottlenecks, and escalate with clear options and recommendations

• Identify and implement process improvements, automation opportunities, and best practices.

• Stay updated on industry trends, tools, and methodologies, integrating them into the function.

• Contribute to knowledge sharing, capability building, and institutionalizing expertise.

• Prepare regular project updates, status reports, and progress trackers for internal stakeholders.

Required Qualifications:

• University degree in business, finance, economics, or a related field

• 3-5 years of relevant experience in strategy, transformation, project management, or analytical roles

• Strong proficiency in Microsoft Excel, with demonstrated numerical aptitude and ability to independently analyze data

• Basic knowledge of Power BI or similar data visualization tools

• Solid PowerPoint skills with the ability to present data and insights in a clear, executiveready format

Preferred Qualifications:

• Strong organizational and project coordination skills, with the ability to manage multiple priorities and deliver against timelines

• Ability to synthesize both quantitative and qualitative information into clear takeaways

• Strong written and verbal communication skills

• Comfort working in a fastpaced, evolving environment with multiple stakeholders

Sample Deliverables/ Outcomes for North America Strategy

• Support the quarterly GWAM Performance Scorecard process. This would include collecting data points, running them through our scorecard model, and preparing a standardized re port with outputs that can be shared with senior leadership (GWLT)

• Support quarterly Enterprise Strategy dashboard process. Help collect the relevant business highlights and metrics to demonstrate GWAM's progress across our strategic imperatives

Sample Deliverables/ Outcomes for Asia

• Conduct endtoend process discovery and walkthrough sessions to document currentstate operational and support processes. E.g. Bank recon process using tools such as value stream mapping.

• Develop highquality project deliverables (process maps, policies, procedures, data analysis, management readouts) and support business owners in implementing agreed improvements.

• Act as a junior PM to support endtoend finance and operations transformation projects, covering reporting, data flows, controls, and platform migrations (e.g., EDL, Power BI).

• Own minor projects independently for delivery: scope, milestones, risks, stakeholder coordination across Finance, Ops, Tech, and vendors.

• Act as a project coordinator between Finance/Ops and Technology, defining requirements, validating data, and supporting UAT and adoption.

• Act as business analyst for user acceptance testing related to projects undertaken in Asia.

• Produce executiveready outputs (updates, actions, decision papers) to support leadership decisionmaking and change management.

• Help prepare first draft of documents such as policy documents and presentations.

Sample Deliverables/ Outcomes for North America Transformation

• Analyze expense data, assess variances against financial plan and partner with Finance team to identify and document root causes.

• Analyze project updates submitted by the initiative owners and compare against targets to identify variance. Engage with initiative owners to assess root cause. Summarize findings in form of monthly reports/ executive ready presentations

• Analyze non-FTE spend data to identify potential opportunities for cost reduction

• Conduct spans and layer analysis on workforce data to identify opportunities for streamlining org structure

When you join our team:

. We'll empower you to learn and grow the career you want.

. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

. As part of our global team, we'll support you in shaping the future you want to see.