Wealth Reporting & Analytics Senior Analyst
Tasks
- Apply risk and regulatory standards and controls
- Build fact based analyses for business decisions
- Collaborate with business partners on reporting
- Conduct strategic analyses
- Create methodologies for business questions
- Develop ad hoc report development
- Develop customer profiling and quantitative analyses
- Develop dashboards and consolidated reports
- Develop data flows and advanced calculations
- Gather visualization requirements from stakeholders
- Identify acquisition cross sell retention opportunities
- Interpret analysis results and present recommendations
- Mentor team members on dashboards and visualization best practices
- Perform data mining and segmentation
- Query structure and model data for reporting
- Translate insights into actionable recommendations
Perks/Benefits
- N/A
Skills/Tech-stack
Customer Segmentation | Customer profiling | Dashboard Development | Data Mining | Data Modeling | Data Storytelling | Data Visualization | Python | Quantitative Analysis | Regression Analysis | SAS | SQL | Tableau | Tableau Prep
Education
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