Impact on the Business * Support program to convert process from Excel to a bespoke IT solution * Sourcing and application of data for PRR model input * Calculation of PRRs primarily through Excel templates and IT solution * Responsible for the checking and validation of annual reviews and new products including sanity checks on general results and PM overrides * Identification of changes or marginal cases * Precise management of files, folders and emails for clean audit trails * Support the PRR CoR function in development and maintenance of methodology and frameworks * Communicating with markets * Maintenance of records of reviews * Reporting overrides through appropriate channels * Member of relevant governance bodies Customers / Stakeholders * Communicating effectively and in a timely manner with businesses in different regions and countries * Build good relationships with input data providers to ensure accurate and timely submissions * Provide governance bodies and committees a credible source of data to facilitate decision making Leadership & Teamwork * Role holder has to be an effective communicator who sets good standards for others of personal accountability and proactivity. Seek appropriate feedback and insight from stakeholders to ensure a culture of constant improvement is built into the culture of the team. Operational Effectiveness & Control * Adhere to Group compliance policy. * Adhere to HSBC internal control standards and respective procedures document Knowledge & Experience / Qualifications (For the role - not the role holder.) Minimum Qualifications * Degree level education Minimum Competencies * Excellent MS Excel knowledge and experience * Good analytical skills, an eye for detail and a drive for quality, understand and to interpret numeric information * Fluent ability to speak English * Excellent Communication and Inter person skills - Both verbal and written Preferred Competencies * Experience or knowledge in investment products * Holder of or working towards relevant professional qualifications e.g. CFA, CISI Diploma, etc. is desirable * Excellent knowledge of MS Office PowerPoint and Word * Experience working on Morningstar Direct, Thomson Reuters Eikon or Thomson Reuters Datascope Select
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