Must have a Bachelors degree or foreign equivalent in Business Administration, Finance, or a related field, followed by five 5 years of progressively responsible experience in the position offered or a financial analystrelated position. In the alternative, the employer will accept a Masters degree or foreign equivalent in stated field, plus three 3 years of experience in the position offered or a financial analystrelated position. Any suitable combination of education, training or experience is acceptable. Must have three 3 years of experience with Understanding of the financial services and asset management industries; Monitor and assess portfolio positioning with respect to interest rate, and customer withdrawal risk, providing construction and alignment insight where possible; Integrate specific customer segment needs into the firms investment product development process and strategies to ensure complete analytics are in place for all portfolios; Follow developments, views and themes within the market or markets applicable to client segments or groups understand how those drive product proposition and performance; Compare and contrast various new and existing product proposition, assess appropriate product offering for given customer segment or group; Construct interest rate model based on customer segment guidelines as well as modelling of impact of market change to existing customers; Deliver and effectively communicate monthly and quarterly performance analysis; Work with large datasets and using visualization tools, including PowerPoint for presentations and reports; Advanced modeling programs, including Excel, VBA and SQL; Provide leadership, talent development and execution against the organizations strategic goal set, and managing and providing ongoing training to junior personnel.
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