About the Opportunity
Job Type: Permanent
Application Deadline: 31 December 2026
Job Description
Title SI Solutions - Senior Analyst
Department Asset Management CAO
Location Dalian
Level: 3
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.
About your team
Asset Management CAO team is responsible front to back, for the operational and supporting capabilities across investment management. The Investment Management Solutions team is a cross asset delivery & support function driving collaboration, consistency & execution across the global asset management platform. The team drives strategic initiatives, provide support services enabling our investment team, and partners with our investment leaders to strengthen oversight, risk controls & regional regulatory engagement. Within the IM Solutions function the Sustainable Investing Solutions team is responsible for supporting global FIL’s proxy voting activities as well as core governance & reporting activates underpinning FIL’s sustainable investment approach.
About your role
As the SI Solutions - Senior Analyst you will be responsible for maintaining documentation, executing core reporting responsibilities, designing & developing automated tools & capability to reduce manual processes for more efficiency and higher accuracy, and provide technical support on database management and business analysis. This role will support FIL’s investment, client services & workplace investing teams to produce reporting, analysis and data used to understand, describe & demonstrate FIL’s approach to sustainable investing.
About you
The successful candidate will be expected to develop a deep understanding of our current & future capabilities, FIL’s product & operational platform. The role will execute a variety of reporting-based deliveries across a broad stakeholder base, actively monitor the overall status of documentation, and proactively prepare & renew essential authorization documents. With the growing understanding on Sustainable Investing reporting functions, the role is expected to work with related stakeholders to deliver technical deliverables on different types of data warehouse related requirements and automation requirements. As data sets & global regulations focused on Sustainable Investing continues to rapidly develop, you will be expected to learn, adapt & evolve deliverables to meet evolving requirements.
Key Responsibilities
Collate information and data from voting platforms, internal records, and some from third-parties to produce voting and engagement reports.
Production of public voting activity disclosure reporting to meet regulations and local stewardship codes.
Produce climate reporting & quarterly reporting for Global Platform Solutions.
Identify automation opportunities and lead implementation where needed.
Support on database development, management, processing and optimizing.
Coordinate communications from the investment team and client services on sustainable reporting.
Assist on fund screening, bespoke exclusion reporting, and maintenance of supporting processes.
Produce data & reports as well as other administrative tasks required to integrate client facing vendor platforms
Assist on general ESG reporting projects and requirements.
Maintaining POA documentation and take end to end ownership of all processes.
Develop & maintain consolidated, auditable process documentation library.
Identify, drive and contribute to continuous process improvement.
Experience and Qualifications Required
Data analytical and automation skills - Python, SQL, PowerBI is required, experience of developing automation tool based on business requirement is highly preferred.
Experience with data management tool and database platoform - Snowflake,…