NAM Citigold Analytics Senior Analyst

Key Responsibilities

• Data-Driven Insights
• Extract, manipulate, and analyze large datasets from multiple sources to support strategic wealth management decisions
• Utilize advanced data analytics techniques to uncover trends, patterns, and actionable insights relevant to portfolio management, campaign management, and market performance
• Design, develop, and maintain comprehensive dashboards and reports to effectively track performance metrics, client portfolios, and market dynamics
• Continuously evaluate and optimize data analytics processes and tools to enhance operational efficiency and ensure data accuracy
• Data Storytelling
• Translate complex data findings into clear, concise, and visually compelling narratives for both technical and non-technical audiences, influencing business strategy
• Data Storytelling
• Collaborate proactively with senior management and stakeholders to identify critical business questions and deliver data-driven recommendations
• Work closely with Technology and Data Engineering teams to ensure the availability, accuracy, and integrity of data utilized for analytical purposes

Required Skills & Experience

• 5+ years of hands-on experience working with data, preferably within the wealth management or financial services industry
• Demonstrated ability in data retrieving, manipulation, and storytelling in a fast-paced, growth-oriented environment
• Experience working with Snowflake, Big Data (e.g., Hadoop ecosystem), and Teradata environments
• Proven track record of working with Python, PySpark, Dataiku, SQL, and SASStrong expertise in Python and other data analytics tools for robust data processing, analysis, and visualization (e.g., pandas, NumPy, matplotlib, Seaborn)
• Exceptional problem-solving abilities with expertise in synthesizing business requirements and constructing suitable data analysis frameworks
• Proven ability to create data-driven narratives and effectively communicate insights to both technical and business stakeholders
• Solid understanding of database structures, data warehousing principles, and ETL processes
• Excellent communication, presentation, and interpersonal skills
• Detail-oriented with a strong commitment to delivering accurate and actionable insights
• Able to manage multiple projects and prioritize tasks effectively in a dynamic environment

Preferred Skills

• Experience with business intelligence tools such as Tableau, Power BI, or Qlik
• Familiarity with machine learning techniques and statistical analysis in a financial context
• Basic understanding of common practices related to financial data and reporting
• Prior experience working in a wealth management firm or financial institution
• Experience with Generative AI (Gen AI) is a plus

Education

• Bachelor's degree in Data Science, Computer Science, Economics, Finance, Statistics, or a related quantitative field.
• Master’s degree preferred.

Job Family Group

Business Strategy, Management & Administration

Job Family

Business Management

Time Type

Full time

Primary Location

Wilmington Delaware United States

Primary Location Full Time Salary Range

$96,400.00 - $144,600.00

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

N/A