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



Competency Area

Trade and Investment Facilitation


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