Business Analyst – Data & Reporting (UAE Nationals Only) - DUBAI

Role overview

Key responsibilities

• Design, develop, and centrally publish daily, weekly, and monthly sales performance reports and MIS dashboards.
• Analyze sales data to identify trends, track progress against goals, and provide actionable insights to Wealth Management leadership.
• Collaborate with stakeholders to understand reporting needs and customize reports and dashboards.
• Identify and implement opportunities to automate and streamline reporting processes.
• Respond to ad hoc data requests and conduct deep-dive analysis of products, regions, or client segments.
• Ensure the accuracy, integrity, and timeliness of published data and reports.
• Ensure adherence to the Code of Conduct and transparently escalate, manage, and report control issues.

Skills and competencies

• Advanced Microsoft Excel proficiency is essential.
• Hands-on data visualization experience with tools such as Tableau or Power BI is required.
• The role calls for data interpretation, attention to detail, problem-solving, collaboration, time management, and organization.

Knowledge and experience

• Experience in sales analysis, business intelligence, or financial reporting is preferred.
• Experience designing and generating MIS reports is required; similar-role experience is desirable.
• 2–5 years of financial planning experience is preferred.
• A bachelor’s or university degree, or equivalent experience, is required.
• Knowledge of financial planning, insurance laws and products, investment products, tax law, and general financial and economic markets is requested.
• Excellent communication and people skills are requested, along with teamwork, sound judgment, professionalism, and composure under pressure.

Conduct and policy

Employment

• The position is full time.