Markets - Client Intelligence Team - Associate/Analyst

Roles and Responsibilities:

• Identify, brainstorm and implement process improvements and time optimization initiatives
• Automate current manual processes to analyze large, disparate data sets to pull out key trends and intelligence 
• Develop reporting suite for interaction data, partnering with QR Sales and Digital Markets to enhance intensity reporting internally and resource allocation to clients 
• Submission of consumption to different vendor platform to be done on a daily, weekly and monthly basis
• Liaise with sales coverage to ensure data quality for interactions, reviewing high value interactions with account managers  
• Work with Sales to monetize action items and next steps for client interactions and feedback 
• Execute and maintain validation process that helps monetize consumptions
• Work with tech to upgrade current systems and directories, which feed our interaction data 
• UAT/PROD testing for bug fixes new enhancements 

Required Qualifications, Skills & Capabilities: 

• Strong analytical and problem-solving skills, including hands-on experience with large datasets, and an interest in utilizing AI/LLM tools for insight generation
• Strong written and verbal communication skills, with the ability to present complex findings clearly and impact fully to a senior audience
• Well versed in Financial Services and Lines of Business within Financial Services
• Proactive, adaptable, and entrepreneurial with a creative problem-solving mindset
• Understanding of tools such as SQL, Python and statistical modelling software
• Familiarity with Qliksense dashboards 
• Tableau capabilities 

Preferred Qualifications, Skills & Capabilities: 

• Understanding of tools such as SQL, Python and statistical modelling software
• Familiarity with Qliksense dashboards 
• Tableau capabilities