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 decision‑making 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 day‑to‑day project activities 

• Work closely with cross‑functional 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, executive‑ready 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 fast‑paced, 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 report 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 end‑to‑end process discovery and walkthrough sessions to document current‑state operational and support processes. E.g. Bank recon process using tools such as value stream mapping. 

• Develop high‑quality 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 end‑to‑end 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 executive‑ready outputs (updates, actions, decision papers) to support leadership decision‑making 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.