APWGI Analyst - Financial Advisory Support

Support APWG advisors force with creating client meeting presentations, managed account deliverables, e-forms, etc. Data analysis and material preparation related to client meeting presentations, managed account service, e-form service, etc. tailored to meet APWG specific requirements. Data comprehension and entry.

Production:

Analyze raw financial data, inputs in multiple tools, and prepare deliverables for the relevant service such as client meeting presentations, managed account deliverables, e-forms, etc.

Problem Solving:

Work with the mentor to complete quality check processes for deliverables and accordingly revise plan work to meet the compliance and quality standards.

Administrative:

Update in the process workflow database and creation/maintenance of various Excel based reports in a regular and timely manner.

Additional knowledge, skills, experience or training:

• Good verbal and written communication skills.
• Good analytical skills.
• Attention to detail.