NAM Citigold Analytics Lead Analyst

Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation, excellence, and delivering insightful financial solutions. We are seeking highly skilled data science professional to be part of the Business Analytics Management (BAM) team. This individual will be instrumental in providing the necessary analytical insights, as well as liaising with the broader Wealth Data Analytics and Innovation (DAI) organization to help the business achieve its goals.

Position Overview
The overall objective of this role is to contribute to impactful analytical projects that shape the future and growth of NAM Citigold business. This individual will get to work with cutting-edge technologies and a team of passionate innovators  driving multiple projects that will help the business with data-driven insights. This individual will help guide DAI’s broader book of work and own ad-hoc analytics based on business needs. This individual will also serve as a key point of contact between the Wealth Business and other analytical functions within the DAI. The individual must have a strong technical skillset comprising of data extraction, manipulation, and storytelling.

Key Responsibilities
Data-Driven Insights

• Extract, manipulate, and analyze large datasets from multiple sources to support wealth management decisions

• Use advanced data analytics techniques to uncover trends, patterns, and insights relevant to portfolio management, campaign management, and market performance

• Create and maintain dashboards and reports to track performance metrics, client portfolios, and market changes

• Continuously evaluate and optimize data analytics processes and tools to improve operational efficiency and data accuracy

Data Storytelling 

• Present complex data findings in a clear, concise, and visually compelling manner to both technical and non-technical audiences

Cross-Functional Collaboration

• Collaborate with senior management and stakeholders to identify key business questions and deliver data-driven recommendations

• Work closely with the Technology and data engineering teams to ensure the availability, accuracy, and integrity of data used for analysis

Required Skills & Experience:

• 5+ years of experience working hands-on with data, preferably within the wealth management / financial services industry

• Must have demonstrated ability in data retrieving, manipulation, storytelling in a fast-paced growth-oriented environment

• Experience working with Teradata and Big data environment

• Proven track record of working with SAS, SQL, Python, Dataiku

• Strong experience in Python and other data analytics tools for data processing, analysis, and visualization (e.g., pandas, NumPy, matplotlib, Seaborn)

• Strong problem-solving abilities with expertise in synthesizing the business requirements and building a suitable data analysis framework

• Proven ability to create data-driven narratives and effectively communicate insights to both technical and business stakeholders

• Solid understanding of database structures, data warehousing, and ETL processes

• Excellent communication, presentation, and interpersonal skills

• Detail-oriented with a commitment to delivering accurate and actionable insights

• Manage multiple projects and prioritize tasks effectively

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/best practices related to financial data and reporting

• Prior experience working in a wealth management firm or financial institution

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

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Job Family Group:

Decision Management

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Job Family:

Specialized Analytics (Data Science/Computational Statistics)

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Full Time Salary Range:

$138,720.00 - $208,080.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Feb 17, 2025

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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