Business Management Associate Job Description
Business management associate
provides excel automation support for month end validations , drive reporting and communicate with all team members.
Business Management Associate Duties & Responsibilities
To write an effective business management associate job description, begin by listing detailed duties, responsibilities and expectations. We have included business management associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Create, edit or maintain presentations and reports using Microsoft Office products (Excel, PowerPoint, Word)
Proficiency with Microsoft packages (Word, Excel, PowerPoint)
In close partnership and alignment with key stakeholders, plan and implement employee engagement and philanthropic events
Identify opportunities to introduce BI processes and reports to improve business outcomes
Ad hoc and BAU reporting responsibilities to entire user base
Own data management approach, including quality, definition and dissemination
Establish relationships with stakeholders and form partnerships to understand their needs
On going lead and for various ad-hoc strategic initiatives and internal management meetings (including business review meetings
Prepare and interpret strategic & financial reports that combine all aspects of the business
Solid understanding of the Quality Assurance process
Business Management Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Business Management Associate
List any licenses or certifications required by the position: PMP, PMI, P3, BM, MBA, CISSP, CISA, MS, MCSE, ITP
Education for Business Management Associate
Typically a job would require a certain level of education.
Employers hiring for the business management associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, Management, Business/Administration, Statistics, Information Systems, Education, MBA
Skills for Business Management Associate
Desired skills for business management associate include:
SharePoint
Clarity
PowerPoint
Process automation software
Programming languages
Access
Business and its drivers to ensure that the groups’ analyses are sound
MS Excel
SAP
Excel
Desired experience for business management associate includes:
Strong financial analytics skills
Hands on experience in developing strategic internal communications using a variety of channels
Anti-Money Laundering/Compliance experience
Previous development experience – preferably in Java
Developing project plans for multi-year projects
Degree in economics, finance or mathematics desired
Business Management Associate Examples
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Business Management Associate Job Description
Job Description Example
Our growing company is hiring for a business management associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for business management associate
- Assist in the development of executive-level presentation materials for senior management reviews
- Manage vendor details – timesheets, invoices, purchase orders, payments, ensuring timeliness and accuracy
- Identifying key strategic organizational issues, creating hypotheses and executing on analysis
- Identifying information sources, gathering and interpreting data, and presenting findings to team members
- Developing a plan to implement the strategic recommendations and supporting with execution
- Manage team meeting and business reporting routines reliably with consistency and high quality
- Booking appointments and preparing for client meetings
- Preparing competitor analysis (positioning of fund vs competitors and blending analysis for retail clients)
- Following up on adviser/retail client service and information requests
- Assisting in the preparation of research house reviews, dealer group product approvals, platform product additions and RFPs
Qualifications for business management associate
- Working knowledge of CRM & MIS environment
- Strong technical background and excellent data analysis skills
- 3+ years CRM / MIS experience - salesforce.com desirable
- Understanding of the Investment Management industry/institutional business a plus, not necessary
- Experience of a Salesforce.com and/or Business Objects a plus
- BS in Finance/Accounting or related fields
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Business Management Associate Job Description
Job Description Example
Our growing company is hiring for a business management associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for business management associate
- Providing support for Salesforce (CRM), including data quality, metrics and analysis
- Managing and analysing information, including Product Flows, approved lists, and reports which identify sales opportunities
- Preparing management reports on client funds under management, flows and sales activities
- Coordinating conferences, client seminars and training events
- A tertiary qualification in Economics, Finance or a related discipline
- RG146 qualification or working towards completion
- At least three years of relevant experience in financial services, preferably within the funds management industry
- Experience working with Salesforce CRM systems, as well a proven track record in system enhancements and oversight of data quality
- Strong attention to detail, with effective time management and communication skills
- Responsible for a core competence of TGAM products and TGAM Story
Qualifications for business management associate
- The Data Management Operations team (DMO)
- Minimum of three years of financial services industry experience
- Ability to articulate complex issues concisely and communicate effective and comfortably with senior people
- Requires flexibility under pressure, the ability to manage multiple high-priority, high profile assignments simultaneously, and the ability to perform in a fast paced, dynamic environment
- Proactively propose new ideas on both process improvement business innovation
- Must be able to boil down financial concepts into layman's terms for a non-finance person to comprehend
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Business Management Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of business management associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for business management associate
- Manage and monitor organizational structure and coverage hierarchies
- Identify opportunities to align T&E strategy with other lines of business and with the overall GWM strategy
- Serve as a liaison and central contact between T&E and regional and cross-functional teams such as Risk, Compliance, Legal, Technology, Finance, Marketing, Advice Lab and Investments
- Foster internal knowledge sharing within Macro community, new market developments, challenges to CTAs, common Modeler tools/scripts that can be easily shared
- You will be responsible for the accurate and timely administration of the centralised billing
- You will be responsible for the management of Working Capital processes
- You will be responsible for the Fee Payment process
- You will be responsible for all areas of billing support and reporting
- You will be taking part in any ad-hoc BMT and inter-divisional tasks and projects
- You will support any new duties, initiatives or responsibilities that come into Business Management
Qualifications for business management associate
- Ability to interact with Finance teams across the organization with Senior Management
- Practical experience with the Microsoft Dynamics platform
- In-depth knowledge and experience of Treasury and Market Services products (Funding and Liquidity Management, Securities Lending, FX Execution) and business processes, either from a Front Office or Operations perspective
- Strong team player and ability to co-ordinate multiple initiatives across a global business
- Experience in Audit, Risk Management and/or Program Management is required
- Regulatory requests (including regional/product Audits, regulatory initiates (ie
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Business Management Associate Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of business management associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for business management associate
- Initiatives would be around IT led solutions, operating model, and business process re-engineering
- Ensure clear project structure and communication appropriate to the scale and complexity of the project
- Collecting/tracking information
- Compiling/entering/distributing data and information
- Assisting in report preparation
- Participating in and/or running strategic projects
- Partner with Cybersecurity managers to control/reconcile headcount projections, location moves, seat sharing and real estate utilization goals
- Analyze demand, seating impact/opportunities to create management reporting which captures staffing and occupancy by functional team and location
- Lead or assist in site specific project work including staff moves and reconstruction of seating workspaces - liase with site managers, business partners, facilities and support teams
- Manage Cybersecurity End-User Technology Inventory to ensure existing assets are upgraded and tracked to order and deploy equipment as necessary
Qualifications for business management associate
- Ability to work in a global team environment independently
- Strong interpersonal and communication skills – ability to interact with Finance teams across the organization with Senior Management
- Presentations for GCT and Regional Senior Management
- Financial performance tracking and reporting
- IT Initiatives
- Ad hoc requests related to Compliance Training, MTA, HR issues
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Business Management Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of business management associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for business management associate
- Partner with Tech & Ops to ensure delivery of key business projects on time, set up of strategic system infrastructure, roadmaps and opportunities for productivity improvements
- Develop deep subject matter expertise to position Group COE as the Business Process Competency Centre (BPCC)
- Define, implement and manage governance and compliance to Group COE Standards & Conventions
- Lead, guide and develop the BPM team to deliver on the AOP commitments within budget, timelines and with stakeholder satisfaction of ≥ 80% (% Good & Excellent)
- Accountable for allocating GCOE resources (people) to defined projects to ensure outcomes (benefits) are delivered for the FY, including cascading program level KPIs to individual team members
- Manage and optimize program budget and allocation into projects according to AOP/business unit priorities
- Automate “internal” BPM processes to improve team’s productivity and stakeholder experience
- Develop and engage a group-wide BPM community, through communications, enabling (training & development) and coaching
- As an Associate Vice President focused on Private Banking Strategy and Business Management, you will be expected to assume full ownership of major projects, driving the development of meaningful solutions to critical business issues and effectively communicating them to key stakeholders
- Manages Project Management Software
Qualifications for business management associate
- Awareness of accounting treatment of costs vs revenue and balance sheet structure
- Associate level (mid-senior junior)
- Three to five Two to four years financial services experience preferably in wealth management
- Enthusiastic, self-motivated with a proven aptitude for quick creative thinking with acute attention to detail within demanding deadlines
- Demonstration of self-motivation, ability to drive forward work plan under little supervision effective team working practices
- Ability to develop strong, trust-based relationships with internal parties