Robert Nicholson
About Robert Nicholson
Robert Nicholson serves as the Planning & Analysis Manager in Asset Management at HSBC, where he has worked since 2019. With a diverse background in finance across multiple organizations, he specializes in financial analysis, business partnering, and operational efficiency.
Work at HSBC
Robert Nicholson has been serving as the Planning & Analysis Manager in the Asset Management division at HSBC since 2019. In this role, he is responsible for analyzing Assets Under Management (AUM) and key performance indicators (KPIs) to support strategic decision-making. He plays a key role in coordinating and managing an offshore team to optimize operational efficiency. Additionally, he engages in business partnering with department heads across investments, sales, operations, and business development to align financial strategies with business objectives.
Previous Experience in Finance
Prior to his current position at HSBC, Robert Nicholson held several finance-related roles. He worked as an Assistant Finance Manager at Unilever from 2012 to 2014 and served as a Finance Manager at Lloyds Banking Group from 2015 to 2017. He also worked as a Planning & Forecasting Manager at Lloyds Banking Group from 2017 to 2018. His earlier experience includes roles as a Finance Graduate at Canada Life and as a Financial Analyst during a placement year at Xerox.
Education and Expertise
Robert Nicholson studied Management Science at Loughborough University, where he achieved a BSc (Hons) from 2005 to 2009. He furthered his education at The Chartered Institute of Management Accountants, obtaining the ACMA Fully Qualified designation from 2010 to 2012. His educational background provides a solid foundation for his expertise in financial analysis and management.
Skills in Data Visualization and Reporting
In his current role, Robert Nicholson has developed and implemented Tableau solutions to enhance data visualization and reporting processes within the asset management division. His focus on improving reporting capabilities supports the overall financial oversight and strategic decision-making processes within the organization.
Comprehensive Financial Oversight
Robert Nicholson is responsible for overseeing the full Profit & Loss (P&L) coverage within his division. This role ensures comprehensive financial oversight and reporting, which is critical for maintaining the financial health of the asset management operations at HSBC.