Management Information & Data Insights Analyst Management Information & Data Insights Analyst …

Schroder Investment Management (Hong Kong) Ltd
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 17 Jun 19
Schroder Investment Management (Hong Kong) Ltd
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 17 Jun 19
As our Distribution function continues to grow and mature globally, the increasing importance to service this function with timely, accurate and insightful management information (MI) becomes highly critical. Responding to this need, the regional CRM & Analytics CoE needs to focus on the design and implementation of MI and reporting, targeted at a diverse set of stakeholders and consumers at all levels, right across Distribution.

Job Summary:
As the Management Information & Data Insights Analyst at Schroders, you will report to the APAC Distribution Change Manager, and Head of MI & Analytics – Distribution. You will be the data expert embedded within the Distribution function.

You will assist the APAC Distribution Change Manager and Head of MI & Analytics in the production and collation of Distribution Management Information. Play a key role in building out the reporting, analytics, insights solutions and capabilities (by working with key partners and liaising with dependent projects where necessary). You will be responsible for rolling out MI and reporting solutions to key stakeholders and consumers. Develop, refine and localise MI and reporting services and solutions on an ongoing basis. Assist Distribution senior management in the production of board papers from an analytical capacity

Key Responsibilities:

Global MI and reporting

Build and deploy up to date and relevant practices and techniques to support Distribution’s MI and reporting needs, spanning: 

  • Data analysis
  • Data and report schema design
  • Report development (using group tools and best practice, predominantly using Tableau, Excel)
  • Report testing and rollout
  • User / consumer deployment, training and upskilling

Ensure effective and collaborative liaison with key stakeholders (for example, consumers of MI and reporting at all levels of Distribution globally, Distribution IT, numerous providers and sources of required data and MI, Market Intelligence Team, Investment’s Data Insights Unit)

Data Insights & Analytics

Providing data insights: Interrogate, analyse and join distribution data, which currently exists in various systems to gain insights currently unavailable to management.

Design and creation of prototype self-service analytical tools and dashboards, ad-hoc analysis reports and presentations.

Work with the MI & Analytics team to deliver insights to a broad range of internal customers, primarily members of the Global Distribution Executive (GDE) in user-friendly and easy to understand manner.

Work with team members in IT to develop and enhance the technical tools used as part of our work including the data warehouse and interconnections with various internal data systems.


APAC Business Management

Development of Tableau skills to become a visible and active super-user in APAC

Responsibility for maintenance of existing APAC Tableau dashboards

Production and collation of monthly APAC Management Information, where required

Support, in an analytical capacity, key strategic business and operational change projects

Preparation of APAC Management slides for monthly/quarterly updates and other regular and ad-hoc presentations

Involvement in analysis and preparation of board papers when required.


To be successful in this role, you should possess the following requisites:

  • Degree graduate with at least 5 years of relevant experience in data analytics and dealing with large data set
  • Excellent analytical skills (preferably with direct and relevant experience in data and reporting analytics – requirements capture and end-consumer solution development)
  • Excellent visualisation and presentation skills with a proven ability to represent complex data in a simple, insightful and engaging manner
  • Good interpersonal and communication skills and enjoys interacting with all levels of business stakeholders within the organisation
  • Highly numerate with a good attention to detail
  • Enjoys solving problems and delivery focussed
  • Willingness to learn new tools and systems
  • Ability to work under own initiative
  • Experience in the development and deployment of MI and reporting solutions
  • Good working knowledge of the Asset Management sector / Investment practices is an added advantage
  • Working knowledge of applicable technology solutions and techniques – able to perform as a ‘power user’ of relevant toolsets (e.g. Tableau and Alteryx)
  • Strong MS Excel and PowerPoint skills