Investment Data Analysis and Reporting
Apply and evaluate data analytics solutions towards efficient and reliable data management and reporting to facilitate data driven decisions on investment analysis
Type
Domain
Competency Area
Trade and Investment Facilitation
Levels
Understands data sources and the process of data extraction
Utilises automated tools to extract data from primary and secondary source
Understands financial data sources (such as performance, portfolio, broker, fund administration data), non-traditional data sources (such as satellite imagery, web traffic, patent filings) and its data quality
Understands performance and fixed income theory and calculations (such as accrued interest, yield, amortisation)
Organises data for quality checks and analysis
Develops databases and data systems to organise data for quality checks and analysis
Documents statistical tools techniques and packages (Such as Excel, SPSS, SAS, data mining and segmentation)to analyse and interpret patterns and trends in complex data sets
Prepares analysis reports (such as cost analysis, variance analysis, comparative analysis) for key stakeholders to enable them to understand facts and trends
Documents new technologies (such as distributed databases) that capture and analyse unstructured data from new forms of real-time data
Evaluates data models and data governance strategies
Proposes process improvement opportunities, system modifications and data governance strategies
Analyses financial data to create data-driven investment models, forecasts for decision support
Coordinates timely and accurate collation of financial reporting in consultation with accounting team
Manages technology-enabled automated aggregation, reconciliation and storage of data
Incorporates web-based interactive dashboards to enable multi-device reporting and analysis