Assistant Manager – Data Research (Remote) at Forbes Advisor

Role OverviewWe are looking for a dynamic Assistant Manager with a strong understanding of specifically US financial products into banking, investments and proven managerial capabilities. The role involves leading a team, ensuring high-quality project delivery, and driving operational excellence while contributing to process improvements and strategic initiativesKey Roles & ResponsibilitiesLead 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 queriesSupport 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.Key RequirementsBachelor’s/master’s degree in finance, Business, investing or related field4–7 years of experience in Banking/Investing domainPrior 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 skillsStrong communication and stakeholder management abilities.Experience in process improvement and working with data/research-driven projects.PerksDay off on the 3rd Friday of every month (one long weekend each month)Monthly Wellness Reimbursement Program to promote health well-beingMonthly Office Commutation Reimbursement ProgramPaid paternity and maternity leaves

Assistant Manager – Data Research (Remote)

Emma

Responsibilities

Skills wanted:

Language(s) required:

About Forbes Advisor:

mission:

www.forbes.com/

Admin access needed