Client Service Data Analytics - Senior Associate

As a Data Analytics Senior Associate within the North America Financial Institutions Group Client Service team, you will optimize business performance by conducting key initiatives and contributing to support our customers' needs. You will work closely with the business, providing support by preparing business performance analyses and delivering other support materials that the team uses to stay informed on business performance. In addition, you will play a key role in developing and implementing automation tools—including bots and other solutions—to streamline manual activities performed by the Client Service team, leveraging available data to promote efficiency, create capacity, and enable Client Service Account Managers (CSAMs) to focus on proactive and relationship-building activities.

Job Responsibilities:

• Serve as a liaison between Line of Business, Business Management, Functional Finance teams, and other support teams to provide impactful reporting and insightful analyses.
• Produce presentations, analyses, and supporting materials for key internal clients, including senior management; participate and support ad-hoc special projects and requests as needed.
• Build and/or maintain various databases to monitor proprietary deal-related information not available in public sources to facilitate enhanced business analyses.
• Facilitate and manage various data-based initiatives, client coverage organization; headcount and organization projections; talking points for senior management meetings.
• Prepare and summarize Key Performance Indicators used in year-end evaluation and compensation decisions.
• Develop, consolidate, and present qualitative and quantitative financial analysis.
• Connect with key stakeholders: firm-wide, Functional Finance, and lines of business teams.
• Design, develop, and implement automation tools (such as bots and other solutions) to reduce manual activities performed by the Client Service team, leveraging available data to drive efficiency and create capacity for increased client coverage.
• Collaborate with Client Service Account Managers (CSAMs) and other stakeholders to identify opportunities for automation and process improvement, enabling CSAMs to focus on proactive and relationship-building activities.
• Monitor and evaluate the effectiveness of automation solutions, continuously seeking enhancements to further optimize team performance and client service delivery.

Required Qualifications, Capabilities, and Skills:

• Self-starter who is able to work in a fast-paced, results-driven environment.
• Bachelor's Degree, in financial careers such as Economy, Business Administration, Industrial Engineering, or related fields.
• Excellent organizational, verbal, and written communication skills.
• Strong quantitative, analytical, and problem-solving skills.
• Experience working with analytical tools such as Alteryx, Tableau, business intelligence, and dashboard tools.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
• Detail-oriented and able to handle multiple projects and initiatives simultaneously.
• Experience or interest in automation, bot development, or process improvement using data-driven solutions.
• Ability to translate business needs into technical requirements for automation tools and collaborate with technology teams as needed.
• Fluent in English.