MIS Officer

2 weeks ago

Singapore Bdo Unibank, Inc. (singapore Branch) Full time

BDO Singapore (BDO SG) offers investment wealth management services being offered within and outside BDO SG to the Mass Affluent customer base of the Bank. An MIS Officer is in charge of ensuring that relevant information is accessed and provided to the relevant parties.

The MIS Officer is primarily responsible for the following:

  • Ensuring the accuracy, compliance, control, security, and relevance of data sourced from different investment Business Units that provide information on BDO SG's business development metrics.
  • Summarizing the information gathered to show insight on the different management levels from RMs, Team Heads, Center Heads, Business Unit Heads and BDO's Management.
  • Providing support to the Relationship Management Unit's day-to-day tasks through initiatives that may reduce processing time or providing sales insight for increased production.
  • Ensuring that all users' feedback on the reports and data provided are addressed through resolution of functional errors and improvement in report capabilities and information.
  • Safeguarding the security of data across all levels by adhering to the data management policies of the bank.

Duties and Responsibilities

A. Business Intelligence and Reporting

a. Data Structure Design and Architecture

  • Design and develop enhanced data structures and increase the data quality metrics (accuracy, compliance, control, security, and relevance) for the data accessible to the Business Unit.
  • Source data from Treasury, Securities, and other Investment Business Units that Account Holders are able to access.
  • Keep and organize data sourced from different Investment Units for record-keeping and performance evaluation.

b. Management Reports and Insights

  • Consolidate data sourced for management report purposes relating to business development metrics (Volume and Accounts)
  • Produce on-time and accessible reports for the different management levels (BU Head to ManComm)
  • Provide insights on the performance and changes in the metrics of the unit
  • Provide reports relevant to partner Business Units for leads provided

- Summarize volume and accounts referred by the business unit

- Provide recognition for top referrers for better business unit relationship

  • Enable the different sales level (RMs, SRMs, Team Heads, and Center Heads) visibility on their respective achievements on the topline metrics and other metrics defined in their KRA plans
  • Provide topline metrics report to the Comptroller's Office for budget tracking
  • Provide strong reporting and analytical information support to management team for regular and ad hoc reports

B. Relationship Management Support

  • Provide templates that minimize the time needed to process daily, weekly, or monthly reports
  • Provide investment maturities reports for onboarded clients
  • Provide equities summary reports for the RMs/SRMs to use as reference on client's upcoming settlement dates
  • Ensure the leads used and referred have complete information relevant to the RM

C. Data Structure Maintenance

  • Provide immediate feedback and resolution on functional errors in the available data structures
  • Consolidate responses and requests for improvements proposed for the platform for increase in capability
  • Continuously evaluate existing data structures on the data quality metrics to further streamline and improve existing processes.

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