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Job Description
Structured overview of role & requirementsAbout This Role
Own production and maintenance of sales productivity reports and performance metrics for Markets businesses, ensuring accuracy and timeliness.
Analyze client, sales, and commercial data to identify trends and opportunities, and develop senior management reporting materials including dashboards and scorecards.
Support automation, process improvements, and development of self-service analytics and AI-enabled reporting tools while ensuring governance and data quality.
Minimum Requirements
Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, or related quantitative discipline.
Relevant experience in analytics, business intelligence, strategy, finance, sales analytics, or management reporting within financial services or corporate environment.
Proficiency with Excel, PowerPoint, and data visualization/analytics tools such as Tableau, Power BI, Alteryx, SQL, or Python.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience in Markets, Institutional Banking, Capital Markets, or financial services client analytics and sales productivity measurement.
Proven skills in building dashboards, automated reports, and self-service analytics tools, including familiarity with AI-assisted analytics capabilities.
Ability to manage multiple priorities, collaborate across teams, and deliver reliable analytics that influence strategic decision-making.
