Power Platform Specialist
1 week ago
The PowerPlatform Specialist is responsible for developing, implementing, and enhancing automation tools to support continuous improvement initiatives across Global WAM Investment Operations functions using Microsoft PowerPlatform. This role requires Investment domain expertise and deep understanding of PowerApps, Power Automate, and Power BI to create efficient and scalable solutions tailored to meet the diverse needs of stakeholders across the Global WAM Investments Operations group. Additionally, the role involves fostering cross-departmental collaboration to optimize information flow, identifying opportunities for process improvements, and staying abreast of industry trends and best practices in automation. Position Responsibilities Collect, analyze, and interpret Investment Operations data and key metrics from various sources to create comprehensive reports. Develop and maintain reporting templates and dashboards for various stakeholders within the Investment Operations and ensure accuracy and consistency in all reporting outputs. Be able to train team members in building business dashboards. Draft, edit, and distribute internal communications, including newsletters, announcements, and presentations. Respond to inquiries and provide clarification on reports and communications as needed. Support management with data-driven insights and aid in the preparation of Management Information reports. Identify opportunities to enhance reporting processes and tools. Stay updated on industry trends and best practices in reporting and communications. Actively support Investment operational process improvements, recommend, and initiate tactical solutions/initiatives and actively participate on projects such as system transitions (UAT), process transformations etc. Diligently work with Investment Operations and other internal/external teams on process and production updates and issues relevant to completion of tasks at hand. Aid in the functional and technical capability development of the team. Ensure procedures are updated and lead the annual procedure exercise. Remain updated with relevant industry development and market-specific best practices. Act as back-up Subject Matter Expert as required, participate in a regular program of industry-specific training and interdepartmental cross-training to ensure continuity of service and capability development. Required Qualifications Bachelor’s degree in communications, Business Administration, Finance, Data Analytics, Information Technology, or any related course. Operational experience or exposure to functions relating to Investments / Market Operations such as reconciliations, asset servicing, settlements, onboarding, static. Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and must be willing to work on a night shift schedule. 2-3 years of experience in investment operations related functions with data visualization, workflow automation, and business intelligence tools and/or other similar platforms. Intermediate to Advanced MS Office skills. Strong analytical skills and proficiency in data analysis tools. Track record of continuous improvement projects leveraging VBA, Power Platform, AI is an advantage. Basic understanding of database management and SQL is an advantage. Preferred Qualifications Keen attention to details and with a strong analytical ability. Excellent verbal and written communication and interpersonal skills. Flexible and agile – quick to pick-up on tight deadlines and changes in requirements. Can lead projects or project steps within a broader project, contributes to process improvements. Effective Facilitation and Presentation skills. Client focused and ability to work on prioritizing responsibilities. Highly trainable and ability to work independently with minimal guidance and supervision. 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. 關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商,致力於幫助人們實現「輕鬆投資理財,樂享豐盛人生」。若要進一步了解我們,請瀏覽 宏利是平等機會僱主 在宏利/恒康,我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工,並從而營造包容的工作環境,接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利/恒康政策儲存及使用。應徵過程中如需協助,請聯絡 。 Working Arrangement: 混合式 #J-18808-Ljbffr
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