Assistant Manager – Data Research
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Job Description
Assistant Manager leading a team in Banking/Investing domain at Forbes Advisor. Ensuring high-quality project delivery and driving operational excellence while contributing to process improvements.
Responsibilities:
- Lead and manage a team of senior associates and associates within the Banking/Investing vertical, driving team performance, productivity, and adherence to KPIs, identifying training needs and support capability building within the team
- While performing research, oversee end-to-end project execution within the Banking/Investing domain
- Ensure timely delivery of high-quality research
- Develop and share subject knowledge expertise with team members, to help them navigate complex projects and act as a Subject Matter Expert (SME) for domain-specific queries
- Support onboarding and training new team members, conduct knowledge-sharing sessions on Banking/Investing metrics
- Develop and maintain SOPs, guidelines, and knowledge of repositories
- Collaborate with analysts, to understand requirements and align on deliverables
- Provide regular updates on progress, challenges, and key insights
- Track and evaluate team performance metrics, provide regular feedback to members in areas to improve, ensure timely delivery of projects with high accuracy (target: ≥97%)
- Proactively manage escalations and resolve delivery challenges
- Drive continuous improvement initiatives within the team, identify opportunities to improve workflows, and optimize processes
Requirements:
- Bachelor’s/master’s degree in finance, Business, investing or related field
- 4–7 years of experience in Banking/Investing domain
- Prior experience in team handling and people management, with demonstrated ability to provide clear direction, regular feedback, fair recognition, conflict resolution, and development support to team members
- Strong understanding of financial products (banking, investments, crypto, etc.)
- Excellent analytical, problem-solving, and decision-making skills
- Strong communication and stakeholder management abilities
- Experience in process improvement and working with data/research-driven projects
Benefits:
- Day off on the 3rd Friday of every month (one long weekend each month)
- Monthly Wellness Reimbursement Program to promote health well-being
- Monthly Office Commutation Reimbursement Program
- Paid paternity and maternity leaves
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