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Tier-1 brand, generalist business analyst title, metro location, and mid-level experience increase competition.
Preferential custody and financial-services experience creates strong industry specificity and lower transferability.
Explicit 5–10 years and finance/operations experience requirement adds moderate screening.
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Prepare and deliver business dashboards, scorecards, presentations, and management reporting for leadership.
Coordinate governance forums, leadership reviews, action tracking, and follow-through on prioritized initiatives.
Support workforce planning, financial tracking, risk/action reporting, and cross-functional collaboration with Operations, Technology, Finance, HR, and Risk teams.
Bachelor's degree in Business, Finance, Economics, Accounting, or related field.
5-10 years of experience in financial services, operations, business management, analytics, or project coordination.
Proficiency in Microsoft Excel and PowerPoint for management information reporting.
Work Experience Required: 5-10 years in relevant financial services or operations roles.
Experience in custody, asset servicing, banking operations, or a related financial services domain.
Exposure to workforce reporting, governance frameworks, project management, and financial analysis.
Capability to improve reporting quality and efficiency, and collaborate effectively with multiple business stakeholders.