Client Intelligence Data & Analytics
Core
Deliver analytical business insights, accurate client revenue reporting, and data visualizations to empower Capital Markets businesses to make informed client and sales strategy decisions.
Role type
Senior IC data analyst (client intelligence)
Builds
Client revenue reports, KPIs, competitor benchmarking data, and senior leadership client briefs
Domain
Financial services / Capital Markets
Deliverable
dashboards & analysis
Required skills
SQL, Tableau, Excel, Python (Pandas), relational database management, Git
Preferred skills
Alteryx, AI tools
Responsibilities
Provide accurate and timely client data and analytics; support annual sales & client planning process by developing KPIs; manage client benchmarking data submissions; provide senior leadership client briefs; improve client revenue data and profitability metrics
Seniority
Mid-level, hands-on IC
