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Tier-1 employer, mid-level generalist analytics role in a metro, broad skillset attracts many applicants.
Analytics skills transfer across industries, but wealth management domain experience moderately increases fit sensitivity.
Explicit years requirement, mandatory SQL/analytics skills and finance domain preference create strict filters.
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Deliver key analytics reports and insights focused on US Banks for Wealth Management business to support leadership and US-based teams.
Develop and maintain scalable reporting and automation frameworks using data from multiple sources to track performance through KPIs and conduct client segmentation analyses.
Collaborate with Data Strategy, Infrastructure, and Technology teams to improve data processes and platforms for business impact.
Bachelor’s degree in science, engineering, or mathematics; MBA or advanced degree preferred.
For Analyst level: 2-2.5 years experience in data programming and SQL, preferably in financial services; for Associate level: 3-5 years overall experience in Data & Analytics with minimum 3 years relevant work in financial services.
Strong proficiency in SQL and hands-on data analytics across multiple data platforms.
Proficiency with Microsoft Office (Excel, PowerPoint); experience with Tableau or similar visualization tools is desirable.
Experienced in financial services analytics with capability to handle end-to-end reporting, automation, and data manipulation in fast-paced environments.
Comfortable working independently with a strong analytical mindset and ability to translate data into actionable business insights.
Familiarity with multiple data environments and willingness to engage cross-functionally with technical and strategic teams for process improvements.