Trust Funds Administration Specialist

IDB3373 - Trust Funds Administration Specialist

The role's primary responsibility will be to assist the Associate Manager in building the technological infrastructure and adapting new technologies to streamline and modernize funds operations. The position will be responsible for supporting the development, implementation, and management of end-to-end data analytics solutions (including data dashboards) for the funds, utilizing tools such as Microsoft Power BI, Google Sheets, and Google App Scripts. Leveraging strong data modelling, visualization, and business analysis skills. The position will also contribute to portfolio monitoring and specifically in the analysis aspect for all funds under the STF. The position will seek to automate workflows as appropriate adapting relevant technologies. The position will contribute to delivering on reporting work areas related to the funds under STF.

Key Accountabilities

1. Constantly search for new technological solutions to satisfy and enhance business operations. Work closely with IT to seamlessly integrate new solutions.
2. Work on integrating Artificial Intelligence and automation tools into funds operations.
3. Contribute to the AM in the development and maintenance of the funds data architecture including data collection templates, data mapping, data flows, and data governance protocols.
4. Maintain master data repository of funds and project indicators, baselines, targets, and performance data.
5. Monitor website uptime and ensure optimal performance. Update content as required, ensuring all changes adhere to brand guidelines. Review website analytics to understand visitor behavior and optimize content accordingly.
6. Utilize the BI and design new reports or refine existing ones based on stakeholder feedback. Conduct monthly validation of data sources to ensure accuracy.
7. Collect and analyze large and complex data sets utilizing statistical methods to understand the impact of Funds projects and the overall fund on their intended goals.
8. In coordination with the Senior Specialist, develop and maintain the Funds data dashboard, reports, and visualizations that effectively communicate project and portfolio data insights to internal partners and external stakeholders.
9. Continuously monitor and evaluate the effectiveness of data analyses and processes, and support initiatives for data integrity and normalization.
10. Automate data workflows, integrations, and transformations between systems like Google Sheets, PowerBI, OMS, and project databases.
11. Conduct quality assurance checks on incoming project data.
12. Perform additional tasks as required by the Associate Manager.

Funds Performance and KPI Monitoring Responsibilities:

1. Contribute with the AM in the implementation of the results framework and systems, including associated processes/procedures and tools that will enable the collection, storage, and reporting of data related to all activities.
2. Support the monitoring of the quality and completeness of data for tracking project performance and evidence-based decision making, identifying, and solving data problems when they arise.
3. Contribute to the development of the Operational KPIs program in close coordination with the Senior Specialist ensuring alignment with Bank and Funds Strategies.
4. Regularly update KPI data and provide insights on areas that are over-performing or under-performing.
5. Maintain a repository of all performance indicators/metrics relevant to each Fund.
6. Collect and consolidate all indicators for Fund operations and performance of staff through coordination with fund staff and Fund Heads.
7. Participate in the development of a KPI management Platform and dashboard for the Funds in coordination with the supervisor.
8. Keep abreast and collect information on industry trends and analysis on data analytics relevant to KPI monitoring.
9. Keep track and report on KPIs for Funds in a timely and consistent manner (Monthly) and as needed using built systems.
10. Interpret data and analyze results in order to provide key business information and recommendations for improvement in Funds Performance.
11. Contribute to coordinating with all relevant departments to obtain necessary information on portfolio performance and construct required reports.
12. Contribute to compiling and publishing quantitative and qualitative monitoring results in visually attractive Reports for internal stakeholders.
13. Support the collection and use of evidence to track progress towards results. This includes dissemination and integration of reports, tools, lessons learned, and good practices across projects, regions, and portfolios.

Communications Responsibilities:

1. Support in preparing and managing communication and visibility media materials related to specific projects and/or funds that are technology-oriented. Assist in supervising the production of video content, ensuring quality and relevance.
2. Contribute to the development of a digital/technological infrastructure that will support all communication activities.

Reporting & Knowledge Sharing Responsibilities:

1. Work on data collection, collation, storage, analysis, and reporting, ensuring that data is of high quality.
2. Support the development and management of systems to aggregate and visualize data, including dashboards.
3. Contribute to monitoring activities of the Funds and develop a process to report progress made toward delivering expected outcomes.
4. Share knowledge within the department on technology-related aspects and train STF staff on new technological solutions.

Academic and Professional Qualifications

Bachelor's degree in computer science/information systems, Engineering, BA, or a related field. Master's degree is a plus.

Proven knowledge of Microsoft Power BI platform and SAP BI.

Understanding of AI technology.

Minimum 5 years of relevant experience.

Skills & Necessary Knowledge

1. Knowledge of performance metric analysis and monitoring.
2. Project Management.
3. Strong quantitative skills: ability to work with large volumes of data, apply statistical tools and models, as well as undertake research to detect trends and isolate essential relevant information for sound decision making.
4. Advanced MS Office-Word, Excel & PowerPoint Skills.
5. Strong understanding of data modeling concepts and experience in designing efficient and scalable data models for reporting and analytics.
6. Familiarity with data governance.
7. Proven experience with developing and managing information systems for projects and programs.
8. High level of confidentiality.
9. Able to work under pressure.
10. High level of dedication.

Languages

French - Preferred

About Application Process

If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application you would need the following document(s):

#J-18808-Ljbffr

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