Teams at Monex USA

Develops early-stage institutional sales opportunities into active client relationships. Responsibilities include qualifying prospects, identifying client needs, supporting meetings and proposals, building FX and hedging expertise, contributing to market intelligence, coordinating with trading and operations teams, and maintaining accurate CRM pipeline forecasts.

Lead development and delivery of BI dashboards and reports, architect scalable BI systems, ensure data quality and governance, perform advanced analysis and forecasting, provide strategic recommendations, establish standardized data models, mentor junior analysts, and communicate insights to stakeholders to inform business decisions.

Manages international corporate finance and FP&A activities, including IPO transaction support, financial modeling, forecasting, scenario analysis, due diligence, data consolidation, strategic planning, and executive reporting. Coordinates information across international entities and with investment banks, auditors, legal counsel, and other advisors. Reconciles financial data, evaluates growth and M&A opportunities, and delivers accurate insights under tight deadlines.