Assistant Manager – Data Research

Forbes Advisor

Assistant Manager leading a team in Banking/Investing domain at Forbes Advisor. Ensuring high-quality project delivery and driving operational excellence while contributing to process improvements.

Posted 7/15/2026full-timeRemote • 🇮🇳 IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Banking and Investing, with a strong focus on team leadership, performance management, and process improvement. Capable of delivering high-quality research and fostering team development through effective training and knowledge sharing.

Highest-signal resume keywords

Team ManagementBanking/Investing Domain ExpertiseProcess ImprovementAnalytical SkillsStakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Products KnowledgeProject ExecutionData AnalysisKPI TrackingSOP Development

Soft Skills

Communication SkillsProblem-SolvingDecision-MakingConflict ResolutionFeedback Provision

Industry Keywords

BankingInvestingResearchPerformance MetricsContinuous Improvement

About the role

Key responsibilities & impact

Lead and manage a team of senior associates and associates within the Banking/Investing vertical, driving team performance, productivity, and adherence to KPIs, identifying training needs and support capability building within the team
While performing research, oversee end-to-end project execution within the Banking/Investing domain
Ensure timely delivery of high-quality research
Develop and share subject knowledge expertise with team members, to help them navigate complex projects and act as a Subject Matter Expert (SME) for domain-specific queries
Support onboarding and training new team members, conduct knowledge-sharing sessions on Banking/Investing metrics
Develop and maintain SOPs, guidelines, and knowledge of repositories
Collaborate with analysts, to understand requirements and align on deliverables
Provide regular updates on progress, challenges, and key insights
Track and evaluate team performance metrics, provide regular feedback to members in areas to improve, ensure timely delivery of projects with high accuracy (target: ≥97%)
Proactively manage escalations and resolve delivery challenges
Drive continuous improvement initiatives within the team, identify opportunities to improve workflows, and optimize processes

Requirements

What you’ll need

Bachelor’s/master’s degree in finance, Business, investing or related field
4–7 years of experience in Banking/Investing domain
Prior experience in team handling and people management, with demonstrated ability to provide clear direction, regular feedback, fair recognition, conflict resolution, and development support to team members
Strong understanding of financial products (banking, investments, crypto, etc.)
Excellent analytical, problem-solving, and decision-making skills
Strong communication and stakeholder management abilities
Experience in process improvement and working with data/research-driven projects

Benefits

Comp & perks

Day off on the 3rd Friday of every month (one long weekend each month)
Monthly Wellness Reimbursement Program to promote health well-being
Monthly Office Commutation Reimbursement Program
Paid paternity and maternity leaves