Provide, communicate, and implement strategies to address competition, changes in client preference, and improvements in technology and marketing tools, maintain a competitive market knowledge, conduct research to understand trends and opportunities

Perform financial analysis and modelling, responsible for conducting financial planning and analysis, and provide further insight into the firm's overall strategy by identifying critical questions and performing ad-hoc analyses

Responsible for building appropriate external and internal client-facing materials, joining meetings with clients/investors/partners, and tracking the progress to ensure timely delivery

Manage relationships with key partners, investors, and other stakeholders.

Manage the projects, responsible for project delivery both internally and to external parties This includes working within an aggressive timeline and driving to the completion of process generation, user documentation, blended learning plans, etc.

Carefully track exceptions and build processes to accommodate and prepare the line of business with processes and documentation to manage the change long term. Perform additional job duties as required.