Client Analytics Resume Samples
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Client Analytics Resume Samples
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AG
A Gulgowski
Anabelle
Gulgowski
765 Liana Vista
Chicago
IL
+1 (555) 239 9608
765 Liana Vista
Chicago
IL
Phone
p
+1 (555) 239 9608
Experience
Experience
Chicago, IL
Client Analytics
Chicago, IL
Willms, Hegmann and Stroman
Chicago, IL
Client Analytics
- Working with established governance and reporting structures around coverage, attribution, budgets, market share, surveys and benchmarking
- Partnering with sales managers to work on – Initiatives / Resources / Client Reporting
- Work closely with Technology to design and automate management reports. In addition, raise requests for and prioritise enhancements
- Developing new models which can be scaled broadly throughout the firm
- Collaborate across functional groups in order to provide analyses in a timely, efficient manner
- Keen client-focused spirit and willing to take on additional responsibility
- Strong academic background from a leading, accredited college or university
Los Angeles, CA
Client Analytics Group
Los Angeles, CA
Lowe and Sons
Los Angeles, CA
Client Analytics Group
- Stay current on client risk management techniques and portfolio management styles
- Demonstrated passion and enthusiasm for the asset management and risk management industry
- Work with clients to prioritize strategic and tactical analytical projects and discuss our strategic analytics product development plans
- Assist Business Development team in sales pitch processes by presenting analytical tools and cutting edge functionality
- Provide client context and topical guidance on complex analytics inquiries to internal partner teams
- Manage analytics projects, including design and execution of tailored investment and risk analyses
- Evolve and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance
present
Houston, TX
Aladdin Business, Client Analytics Group
Houston, TX
Predovic-Thiel
present
Houston, TX
Aladdin Business, Client Analytics Group
present
- Assist Aladdin Implementation Managers onboard clients to the Aladdin platform
- Represent clients with internal BRS teams to assess priorities and provide clarity on the client’s business motivations
- Actively manage Aladdin analytic-related client communications, including model releases and enhancements
- Manage overall client relationships with goal of maintaining a high level of overall client satisfaction
- Understand client objectives, investment & trading strategies and market events to effectively manage strategic analytics projects
- Provide daily client support for key Aladdin analytics tools by responding to analytic client inquires and questions
- Understand client objectives, trading strategies and market events to effectively manage strategic analytics projects
Education
Education
Bachelor’s Degree in Business Management
Bachelor’s Degree in Business Management
University of California, San Diego
Bachelor’s Degree in Business Management
Skills
Skills
- Strong knowledge of patient support services and specialty pharmaceutical sales and marketing business disciplines
- Outstanding ability to communicate effectively both verbally and in writing; ability to communicate with customers, associates and management; solid teamwork and interpersonal skills; able to work effectively across functional groups
- Strong business planning, analytical, and conceptual skills to evaluate business problems and apply knowledge to identify appropriate solutions
- Strong general management skills, including demonstrated ability to work with a team to accomplish projects within budgetary and calendar guidelines
- Excellent problem-solving skills; ability to resolve issues effectively and efficiently
- Strong project management skills and demonstrated ability to initiate and execute projects
- Strong interpersonal skills with the ability to build relationships within teams and across functions
- Strong Ability to consistently meet deadlines
- Strong ability to consistently meet deadlines
- Ability to communicate process improvement and results to senior leadership
15 Client Analytics resume templates
Read our complete resume writing guides
1
Client Analytics VP Resume Examples & Samples
- Support the full capabilities of BlackRock’s proprietary analytics to investment and risk professionals through modeling and reporting capabilities to help users understand their security and portfolio level exposures
- Evolve and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance
- Perform ad-hoc special analyses in response to market events, new business needs or client demands
- Understand client objectives, trading strategies and market events to effectively manage analytics projects
- Follow the fixed income markets on a daily basis to understand how macroeconomic factors affect portfolio risks and investment decisions
- 5 – 8 years relevant professional work experience, ideally within the financial services, banking or asset management industries
- Strong interest in fixed income analytics and its applications in the investment and risk management process
- Knowledge of fixed income securities and analytics is preferred and experience with mortgage-backed securities, structured products and derivatives a plus
- Demonstrated passion and enthusiasm for relationship management, analytics and technology
- Desire to work closely with internal partners and key clients in a manner that deepens relationships and further demonstrates value of the analytical tools
- An entrepreneurial spirit and willingness to take on additional responsibility quickly
- Enjoys a fast-paced, high-intensity, results-oriented environment and proven ability to execute multiple tasks and prioritize demands quickly
- Ability to leverage technical, business and client insights to drive improvements
- Excellent communication and presentation skills to interface with external clients
- Technical skills (Perl, SQL) are a plus, but not required
- Management experience a plus
2
Investor Services CAO Client Analytics Resume Examples & Samples
- Design, build and lead external client executive reporting and analytics solution
- Lead analytics prototyping aligned with key client requirements and strategic objective
- Lead strategic data remediation programs with primary focus on data management processes
- Directly engage with clients, client executives, operations and product on common analytics objectives
- Partner with Investor Services Data Architecture and Technology teams on execution strategy
- Establish global requirements prioritization and external client analytics program governance
- Roll out Investor Services Client Executive Reporting and Analytics suite to targeted clients
- Provide regular updates on analytics product roadmap and data remediation programs
- Adhere market data privacy policies, regulations and information security procedures
- Provide data and analytics support to various client coverage needs (RFP, Sales Initiatives, Transformations)
- An experienced professional in securities services operations
- Required advanced operational and data programs management experience
- Proven track record of leading large, complex projects involving cross-functional teams, commercially minded
- Strong analytical, data management, client KPIs metrics and reporting skills
- QlikView 11.2.x, SAS, MS PowerView, SQL Reporting Services skills
- Ability to manage and prioritize effectively and resolve conflicting priorities
3
CIB F&BM Banking Client Analytics Resume Examples & Samples
- Daily project management of initiative streams of work
- Partner with technology to design and test technology tools and dashboards to be used across the banking organization
- Represent the Banking finance team on critical projects across client coverage management, client profitability enhancements, account planning, and banker portal interfaces
- At least two years of related analytical experience, with finance experience preferred
- Very strong analytical skills with extensive Excel modeling experience and PowerPoint presentation skills
- Prior experience with Qlikview, Cognos, Business Objects and Hyperion Essbase are a plus
- Team oriented, flexible, and an ability to work independently
- Ability to manage multiple deliverables at the same time
4
Client Analytics Group Resume Examples & Samples
- Assist with the creation of modeling, analytics and reporting for new security types, new products, and new clients in coordination with teams across the firm
- Stay current on client risk management techniques and portfolio management styles
- Work requires the application of technical skills, requiring strong understanding of our technology applications
- Assist with the recruiting of interns and graduates as well as the formulation of the training program
- Language requirements – German (written and spoken)
- Desire to work in closely with internal partners and key clients in a manner that deepens relationships and further demonstrates value of the analytical tools
- Creative, analytical problem solver who’s comfortable with using a wide range of technology
- Knowledge of databases, SQL, UNIX, C++, PEARL or similar tools, a definite advantage
5
Assistant VP Client Analytics Resume Examples & Samples
- Creating, maintaining and owning regular reports in support of client insights and segmentation
- Developing and maintaining knowledge of LPL clients, products, technologies, and position in the marketplace
- Contributing to ongoing strategic efforts to improve client data management and business intelligence capabilities at LPL
- Bachelor’s degree and 5+ years of relevant experience (MBA or other relevant advanced degree strongly preferred; financial services experience a plus)
- Ability to frame analyses in a way that considers the clients’ point of view and to advocate for the best interests of clients through the development of data-driven insights for decision-making executives
- Exceptional problem solving skills that enable efficient identification of issues and hypotheses, and the structuring and execution of robust quantitative analyses to answer business questions
- Skills in advanced analytics, including regression analysis and predictive modeling
- Action orientation, willingness to take the initiative, and a desire to roll-up sleeves and dig into the depths of the business
- A commitment to constant self improvement and a willingness to be coached
- Grace under pressure and a sense of humor
6
Global Client Analytics Resume Examples & Samples
- 7+ years of experience in quantitative analysis and research. This experience could be with an external management consulting or market research firm, or with an existing internal team such as Decision Management
- Advanced skills in the Microsoft Office suite of products (Excel, PowerPoint, etc.) as well as strong experience with software packages such as SAS, SPSS or SQL
- Extensive experience in and knowledge of call center operations and digital environment and methodologies
- Strong knowledge of statistical concepts and experience in applying statistical analysis
- Experience in forecasting, modeling, data science, “big data” analytics
- Strong communication skills/ability to interface with senior business managers and the executive suite. Ability to tailor message to audience
- Education Level: Bachelor’s degree in business, marketing or related field
7
AVP, Advanced Client Analytics Resume Examples & Samples
- Providing thought leadership in support of the ongoing strategic development of LPL’s client analytics capabilities
- Identifying, constructing, and executing analyses that drive to client experience business goals, including client satisfaction, retention, loyalty, growth, and profitability
- Contributing to the development of a Net Promoter Economics program and managing its ongoing execution
- Collaborating and building effective relationships with business partners across the company
- Minimum of 3-5 years in an advanced analytical function preferred
- Skills in financial modeling
- Proficiency in statistical analysis tools such as R (preferred), SAS, or SPSS
- Ability to translate resulting findings into business insights and to communicate them in a way that is clear and meaningful for senior management
- Extensive project management experience and a proven ability to contribute to and/or manage multiple projects at once in a fast-paced environment
- Ability to connect outside (industry and competitor) observations with views of the LPL business
- Experience working with relational databases, e.g., SQL Server, Access, Oracle
- Sufficient familiarity with master data management, business intelligence, and CRM (e.g., SalesForce or Siebel) to interface with the technology organization
- Advanced knowledge of the Microsoft Office product suite (Excel, Word, PowerPoint), including a strong ability to visually convey information and insights through graphs, charts, and other means
- Strong team work and experience in collaborating with individuals across lines of business, functional areas, and different levels of an organization
8
ICG Client Analytics Resume Examples & Samples
- Managing month-end close for client revenue and returns data
- Leading and contributing on projects. For the RoB3C and other projects, the following steps outline the nature of the work involved
- Lead discussions with businesses and peer groups
- Work with Ops & Tech to capture client data
- Draft hypothesis and analyze data
- Define methodology, socialize with business groups, and incorporate feedback as appropriate
- Coordinate implementation, measure and track progress on project tasks
- Two to three years of experience as Analyst in Finance/Business programs
- Understanding of basic Finance concepts
9
Aladdin Business, Client Analytics Group Resume Examples & Samples
- Represent clients with internal BRS teams to assess priorities and provide clarity on the client’s business motivations
- Act as a mentor to junior members of the analytics team
- Enjoy a fast-paced, high-intensity environment. Work well as part of a team with minimal supervision. Well organized with the ability to manage multiple priorities
10
ICG Markets Client Analytics Resume Examples & Samples
- Develop and report on standard analytics and metrics around Client Data, such as production of global reports (including Daily / Weekly Trend Reports, Monthly MBRs, Quarterly Decks for Senior management, Town-Hall presentations) and other ad-hoc presentations for Executive Committee and Global Heads of the businesses
- Work closely with the senior management to identify trends based on revenue performance analysis to help prioritize client opportunities for the business
- Partner with client strategy and management to help drive strategic initiatives to support identified priorities and overall franchise goals
- Facilitate communication and coordination across Markets products around key reporting initiatives; Engage with ICG client analytics on reported Markets Revenues and coordinate / support ICG Analytics revenues requests
- Bachelor’s Degree a must (masters / MBA a plus)
- Minimum of 5-7 years’ experience of financial analysis in a large organization; Familiarity with capital markets is a plus
- Outstanding academic and employment performance
- Strong financial analytical skills
- Strong critical thinking / analytical skills along with the initiative to structure and drive analytics from idea to completion
- Strong interpersonal and relationship-building skills
- Strong attention to detail / high levels of accuracy
- Effective communication skills: listening, written, verbal
- Proficiency in all Microsoft Office applications
- Knowledge of QlikView is a plus
- Ability to manage and prioritize own workload effectively and resolve conflicting priorities
11
ICG Markets Client Analytics Resume Examples & Samples
- Production of global reports including Daily / Weekly Trend Reports, Monthly MBRs, Quarterly Decks for Senior management, Town-Hall presentations and other ad-hoc presentations for Executive Committee and Global Heads of the businesses
- Development of client/product analysis to aid in managing the Business
- Provide ad-hoc management information. - Working as part of a global team the employee will provide time critical analysis relating to client performance, for the Products, Sales, Finance as well as senior management
- Work with Internal colleagues and Third party vendors to develop client wallets, market share and gaps. This will help management focus on the greater client opportunities Work with colleagues to define, test and deploy on line MIS for senior business management
- Ensuring data integrity - The employee will become a primary point of contact for the sales force with regards to the process of tracking Expected Value “EV” and Commissions. These are the metrics which form the basis for analysis of much of the Global Markets Sales
- Troubleshoot trade flow issues – Coordinating with sales, middle office and technology to resolve issues and improve flows, and increase automation
- An excellent understanding of the key systems and processes from where data is input / extracted from
- Ability to build strong relationships with Finance colleagues, senior Business leaders
- Opportunity for career progression within Finance or the businesses as well as international mobility.
- Excellent academic background educated to a minimum of Bachelor’s degree level ideally in a relevant subject such as Finance
- Qualified Accountant / Consulting background preferred but not required
- Minimum of 3 years’ experience of financial analysis in a large organization
- Experience of process re-engineering / automation
- IT skills – Excel, PowerPoint, Qlikview, Business Objects and MIS applications
- Results / Task oriented
- Excellent communications skills (written / verbal) at all organizational levels
- Strong customer focus/relationship building skills
12
Client Analytics Group Resume Examples & Samples
- Help manage overall client relationships with goal of maintaining a high level of overall client satisfaction
- Provide daily client support for key Aladdin analytics tools by responding to analytic client inquires and questions
- Keen client-focused spirit and willing to take on additional responsibility
13
Client Analytics Group Analyst Resume Examples & Samples
- Coordinate projects across multiple internal teams to help clients take full advantage of Aladdin’s risk and analytics capabilities
- Actively manage Aladdin analytic-related client communications, including model releases and enhancements
- Influence the strategic enhancement of our analytics platform
- Minimum of 2 years relevant experience. Strong subject matter expertise or strong interest in equity, fixed income, or alternatives desirable
- Outstanding academic achievement, degree in Business Management, Financial Engineering, Finance, Mathematics, Computer Science or some other quantitative field of study
- CFA designation or progress towards CFA designation is desirable
- Knowledge of various Aladdin tools and their underlying analytical models is desirable. Strong interest in multi-asset risk modeling and asset allocation
14
Client Analytics Resume Examples & Samples
- Management of Sales Analytics Globally for Equities. The group interprets a wide range of data sources including Client Revenue, Profitability, CRM, expense information and survey results to generate insight and analytical information to senior management around the Investor and Corporate Client franchise at Citi
- Partnering with sales managers to work on – Initiatives / Resources / Client Reporting
- Working with established governance and reporting structures around coverage, attribution, budgets, market share, surveys and benchmarking
- Ensuring the highest degree of data integrity and completeness. Reviewing actuals vs. Client value / New feeds / Improvements to infrastructure
- Work closely with Technology to design and automate management reports. In addition, raise requests for and prioritise enhancements
- Client profitability analysis, which involves applying costs against client revenues. The model incorporates time surveys, CRM activity tracking, client revenues, transactions, BCE and any third-party data that can enrich a salesperson’s understanding of the account for example, survey data and market share data
- Various tools are used for creating these reporting dashboards – Excel, Business Objects, Qlikview, etc. – a decent working knowledge of all these tools is a must, as also some database SQL querying capabilities
- Knowledge of Equity business and trade flows
- Very good knowledge of databases required, especially of querying tools like DB Visualizer. Job involves extensive use of SQL queries for data investigation, data mining, and reporting
- Qlikview and Business Objects knowledge desirable
15
Aladdin Business, Client Analytics Group Resume Examples & Samples
- Manage overall client relationships including senior executives with goal of maintaining a high level of overall client satisfaction and drive expansion of business via analytics contents
- Act as a senior mentor to junior members of the analytics team
- Minimum of 10 years relevant experience in Financial Technology, Quantitative Research or Investment. Strong subject matter expertise in equity, fixed income, and alternatives desirable
- Knowledge of various analytical models across multi-asset classes and best practices and regulations in banking, insurance and pension industries
- Outstanding academic achievement, degree in Business Management, Financial Engineering, Finance, Mathematics, Computer Science or some other quantitative field of study. CFA/FRM designation or progress towards CFA/FRM designation is desirable
- Outstanding business achievements at his / her firm and demonstrated strong leadership qualities both with internal teams and external clients
- Excellent problem solving abilities on complex business problems with detailed understanding of technical issues
- Enjoy a fast-paced, high-intensity environment. Work well as part of a team with minimal supervision. Well organized with the ability to manage multiple priorities proacttively
16
Client Analytics Resume Examples & Samples
- Key responsibilities of the role include
- Understand client objectives, trading strategies and market events to effectively manage strategic analytics projects
- Mentor junior members of the analytics team
17
Client Analytics Head Resume Examples & Samples
- Organization skills and prior management experience is a must
- Knowledge of Investment Banking and Securities Services preferred
- Ability to work with large sets of data
- Critical thinking and ability to work in a dynamic environment
- Advanced in excel, powerpoint and data analysis tools (ThinkCell, Tableau, complex macros and algorithms)
18
Aladdin Business, Client Analytics Group VP Resume Examples & Samples
- Manage overall client relationships with goal of maintaining a high level of overall client satisfaction and drive expansion of business via analytics contents
- Understand client objectives, investment & trading strategies and market events to effectively manage strategic analytics projects
- Minimum of 7 years relevant experience in Financial Technology, Quantitative Research or Investment. Strong subject matter expertise in equity, fixed income, and alternatives desirable
- Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients both in Japanese (for clients) and English (for internal discussions)
19
Aladdin Business, Client Analytics Group Resume Examples & Samples
- Co-working with team for the goal of overall client satisfaction and drive expansion of business via analytics contents
- Relevant experience and knowledge in a specific area with financial technology, quantitative research, financial modeling, investment analysis, risk management on broad portfolio level like as equity, fixed income, securitized and alternatives. CFA/FRM designation or progress towards CFA/FRM designation is desirable
- Strong technology skills including SQL / programming
- Passion and curiosity to learn wide range knowedge continuously
- Keen client-focused spirit and team player
20
BRS Aladdin Business Client Analytics Resume Examples & Samples
- Evolve and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance attribution
- Perform ad-hoc special analysis in response to market events, new business needs or client demands
- Work with clients to prioritize strategic and tactical analytical projects and discuss our strategic analytics product development plans
- Assist Business Development team in sales pitch processes by presenting analytical tools and cutting edge functionality
- Help implement new clients onto the analytical tools within Aladdin and educate them on our proprietary models
- The role will require occasional to frequent travel, primarily within Europe
- Proven financial services industry experience, buy-side or insurance preferred over sell-side
- Strong interest in financial analytics and technologies, and their application within the investment and risk management process
- Demonstrated passion and enthusiasm for the asset management and risk management industry
- Language requirements – German(written and spoken) and English(written and spoken)
- Desire to work closely with internal partners and key clients in a manner that deepens relationships and further demonstrates value of the analytical tools within the Aladdin platform
- Knowledge of databases, SQL, UNIX, VBA , C++, PERL or similar tools, a definite advantage
- Sets high standards for own performance, willingness to take on additional responsibilities quickly
- Enjoys a fast-paced, high-intensity environment and multi-tasking
21
Client Analytics Manager Resume Examples & Samples
- Works closely with client account leaders, operations management and the New Business Development team to analyze and understand external customer needs,
- Establishes and execute client analytics strategy and support pricing and marketing of client analytic services
- Technical SME for reporting methodology design
- Engages BI and Reporting technical teams to develop new, innovative reporting methodologies and measurement systems
- Establishes and implements strategy to meet create external client-centric analytics & reporting, both proactively and by request. Leads ongoing process to ensure that client’s business needs are met
- Advanced customer management skillset to provide insights and recommendations services beyond basic reporting services
- Creating solutions for clients (internal and external) in a number of formats, including Excel, Crystal Reports, Business Objects Enterprise
- Work with the other IT groups such as Infrastructure, Networks, Web Application Development to design BI solutions for internal and external use
- The Client Analytics Manager will also be assigned other duties and tasks as required from time to time and including possible travel (5%)
- Bachelor degree or above qualification preferably in Information Systems, Computer Science
- Minimum 7 years of directly related experience in Client or Business Analytics position(s)
- Advanced working knowledge with MS Office, SQL, Business Objects, Crystal Reports
- Proven knowledge of and experience with working with patient-centric healthcare data
- Experience with specialty and/or orphan drug pharmaceutical industry
- Experience with IT project management would be an asset
- Experience with problem, Change and Incident Management practices (ITIL)
- Strong knowledge of patient support services and specialty pharmaceutical sales and marketing business disciplines
- Outstanding ability to communicate effectively both verbally and in writing; ability to communicate with customers, associates and management; solid teamwork and interpersonal skills; able to work effectively across functional groups
- Strong business planning, analytical, and conceptual skills to evaluate business problems and apply knowledge to identify appropriate solutions
- Knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Access
- Excellent ability to gather and analyze report requirements
- Excellent problem-solving skills; ability to resolve issues effectively and efficiently
- Effective interpersonal and leadership skills
- Effective organizational skills; attention to detail
- Strong Ability to consistently meet deadlines
- Knowledge of Microsoft Word, Excel, PowerPoint and other Office Programs
22
Client Analytics Senior Specialist Resume Examples & Samples
- Conducts reserach and analysis for complex client portfolio analysis requests, insights development, sales force training content, and support of internal initiatives
- 5-10+ years of expereince in asset allocation / multiple asset class analysis
- Business or economics degree required; MBA preferred
- Demonstrates in-depth knowledge of portfolio analysis methods, asset classes and investment vehicles, and modern portfolio theory; exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area
- Demonstrates in-depth knowledge of asset allocation software
- Demonstrates ability to lead and manage projects within the team as well as the ability to collaborate and develop/maintain working relationships to enable effective completion of business objectives; effective written and oral communication skills with a diverse group of associates and senior business leaders
- Subject matter expertise in one or more of the following: Liability Driven Investing, Retirement Planning, Alternatives, and Insurance
- One or more of the following credentials preferred: CFA, CIMA, CFP
23
Client Analytics Manager Resume Examples & Samples
- Advanced degree in mathematics/statistics or healthcare related field preferred. Prior management experience preferred
- Advanced knowledge of healthcare data and the healthcare industry required
- 4+ years of client experience and experience with healthcare claims data; knowledge of clinical data a plus
- Must be analytical, detail oriented, and possess desire to advance and grow personally and professionally
- Strong project management aptitude with ability to multi-task and manage multiple client projects with varying timelines
- Able to work in fast-paced environment with little direction and frequently changing priorities
- Understand complicated problems and supply concise and relevant answers; Ability to make informed and data-based recommendations
- Establish and maintain excellent rapport with clients, internal and external
- Excellent skills in multiple data analysis tools such as Microsoft Office Suite, SAS, SQL, Business Objects, Tableau etc
- Medicaid operational experience a plus
24
Client Analytics Group Resume Examples & Samples
- Manage day-to-day engagement and analytics projects lists for one or more clients
- Manage analytics projects, including design and execution of tailored investment and risk analyses
- Deploy relevant investment tools and analytics enhancements for assigned clients
- Contribute to managing cross-client deployment of enhancements in analytics capabilities, financial models and investment tools
- Perform ad-hoc and quarterly client analytics reviews; manage enhancements to ensure client appropriateness and high quality of deliverables
- Contribute to execution of analytical solutions and thought leadership initiatives and publications
- Provide client context and topical guidance on complex analytics inquiries to internal partner teams
- Provide analytics support for new implementations and client prospects
- Minimum of 3 years relevant experience in a financial technology, investments and/or risk management role. Strong subject matter expertise in equities, fixed income, and/or alternatives highly desirable
- Knowledge of various analytics systems/tools and their underlying financialmodels is desirable. Strong interest in multi-asset risk modeling and asset allocation
25
Know Your Client Analytics Resume Examples & Samples
- Strong knowledge of Microsoft Office Suite of products, especially Excel
- Strong ability to multi task and prioritize
- Sound communication skills, both written and oral
- Risk Mitigation & Control focus
- Adaptable to constant change
26
Institutional Clients Group Client Analytics Resume Examples & Samples
- Develop market, product, and client insights to help senior management make strategic business decisions
- Profile ICG’s clients based on industry, region, market cap, and subsidiary footprint to identify revenue, capital and targeting opportunities
- Construct performance metrics and various analytics by division, sector, region and country for business reviews
- Understand the Street’s banking competitive landscape and analyze Citi’s competitive share position, strength and weakness by sector, region and country
- Partner with business and regional management teams, Capital management teams, Finance and external vendors
- Analyze feedback from Voice of Client (VoC) surveys to improve Citi’s relationships
- High volume of ad-hoc projects
- Exceptional communication skills (face-to-face, verbal and written) are crucial; must be comfortable interacting with senior management
- Exceptional level of motivation and diligence are essential; must be a team player and able to handle pressure
- Bachelor’s degree and strong track record at Citi; two to three years of experience as an Analyst in Finance/Business programs or similar experience/background
- Knowledge of institutional securities product areas is important
- Excellent Excel/PowerPoint skills
- Knowledge of Access/ SQL/SAS or similar database management tools is desired but not necessary
27
Client Analytics Resume Examples & Samples
- Working on asset allocation and asset-liability management problems for PIMCO clients
- Developing new models which can be scaled broadly throughout the firm
- Responding to ad-hoc client requests for data or analysis
- Improving existing models and infrastructure
- Collaborate across functional groups in order to provide analyses in a timely, efficient manner
- Write technical documents including model documentation and client-focused thought pieces
28
CIB Institutional Access Group Client Analytics VP Resume Examples & Samples
- Serve as the primary contact to key equities institutional clients regarding their JPM resource consumption/activities data with a focus on timeliness, accuracy maximizing client value
- Act as a liaison to third party vendors – OneAccess, CorpAxe, and any other vendors that JPMorgan or clients engage to obtain JPMorgan forward calendar information as well as resource consumption
- Demonstrate efficiency and innovation while driving the execution of the process around data capture and consolidation from various internal JPM systems
- Possess project management skills for various system enhancements by engaging with technology, sales, and other global corporate access partners as needed for the execution and delivery of complete and accurate data
- Consistently look to standardize best practices across regions through proactive communication and process re-engineering; implementing good regional governance while retaining overall supervision
- Accountable for overall management of reference data clean up projects. Partner with support functions to ensure databases are maintained and up to date
- Responsible for gathering data & creation of presentations regarding corporate access for broker votes or internal consumption
- 8-10 years of business/finance/project management experience
- Excellent analytical skills and excel knowledge
- Detail-oriented, organized, and must have the ability to multi-task and shift priorities quickly
- Must be able to work in a team environment while maintaining control with limited supervision
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with a positive attitude and a focus on business issues
29
Client Analytics Senior Specialist Resume Examples & Samples
- Immerse him/herself in the workings of the client organization
- Analyze data using basic as well as sophisticated statistical techniques
- Develop recommendations for improving internal processes around client service
- Present findings to relevant groups
- Participate on process improvement teams
- Take part in questionnaire/instrument development
- Be involved in managing the research process (vendors, internal data resources)
- Increase the enterprise discipline to use survey research to guide decision-making
- Anticipate internal customer needs and proactively develop solutions to meet them
- Solve unique and complex business problems with broad impact on the business
- Bachelor’s Degree or equivalent required with 3+ years in a survey research role analyzing survey results and developing compelling insights narratives. Master’s Degree preferred
- B to B research experience preferred
- Familiarity with statistics for small populations preferred
- Must have influential leadership skills with the ability to collaborate with others
- Statistical and Database tools: SPSS, SAS, SPSS Modeler, SQL
- Proficiency with Microsoft office tools (Excel, Word and PowerPoint) required
- Must be an innovative self-starter
30
Client Analytics Group VP / Director Resume Examples & Samples
- Manage overall client relationships with goal of maintaining a high level of overall client satisfaction
- Manage junior members of the analytics team
- Train new employees on existing systems and company procedures
- Manage and assign ad-hoc projects and workloads for the team
- Develop and build high performing teams through coaching and feedback, identifying, challenging and stretching top performers
- Align team goals objectives with the firm’s objectives
- Scales ideas, best practices and solutions across the organization
- Minimum of 5 years relevant experience in Financial Technology or Buy Side firm for VP candidates, 10 years for Director. Strong subject matter expertise or strong interest in equity, fixed income, or alternatives desirable
- CFA/FRM designation or progress towards CFA/FRM designation is desirable
- Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients
- Knowledge of various analytics systems/tools and their underlying analytical risk, VaR, and/or performance attribution models is desirable. Strong interest in multi-asset risk modeling and asset allocation
31
Client Analytics Manager Resume Examples & Samples
- Bachelors degree (preferred)
- Demonstrated experience with data, data analytics
- Professionalism in interacting with all levels of organization
- Strong interpersonal skills with the ability to build relationships within teams and across functions
- Strong project management skills and demonstrated ability to initiate and execute projects
- Ability to communicate process improvement and results to senior leadership
- Superior organizational skills. Solid presentation and training skills
- Strong general management skills, including demonstrated ability to work with a team to accomplish projects within budgetary and calendar guidelines
- Motivated self-starter with a forward thinking approach
- Proficiency in SharePoint, CRM or other data management platforms, SmartSheet, Microsoft Excel, Word, and PowerPoint
32
Director, Client Analytics Resume Examples & Samples
- Working with client stakeholders (retailers and their agencies), your client analysts, ODC’s solutions team, product strategy team, and data science R&D team as needed to develop analytic plans to measure a wide variety of digital campaigns. Plans include data requirements, analytic approach and timing. For complex campaigns, this planning takes place at the campaign planning stage to ensure plans are set up to enable successful post campaign measurement
- Work with client analysts to assess and balance workload and ensure timely delivery of analytic results
- Develop and deliver impactful presentations that communicate analytical findings in an intuitive manner and help clients and our solutions team apply learnings to future digital marketing efforts. Strong client presence, credibility and leadership are key, as you will be presenting to a wide range of functions and levels, from managers to C-suite
- Develop a deep understanding of the methodology behind our sophisticated measurement models to provide a causal sales lift for digital advertising campaigns. Lead methodology review sessions with key clients, and participate in internal efforts to further customize approach and deliverables to the CPG Retail vertical
- Identify opportunities to improve internal efficiency via our integration with other teams/tools. Support and/or develop processes to manage communication/timelines, support revenue reporting, etc
- Lead and develop your team of analysts, with a focus on growing skill sets and expertise and creating a productive and supportive team
- Identify opportunities to leverage traditional loyalty-based analytics (core skill set of CT-based Regional Retail analytics team) into the digital analytics space for national, digitally-focused CPG Retail clients
- Serve as connection point and “ambassador” for the CT-based and remote CPG Retail Client Analytics team with other CO-based Data Science, Go to Market, Product, and Operations team. Your presence in ODC’s Westminster CO-based headquarters is key to your ability to fulfill this need; location is thus not negotiable
- Travel regularly to key clients to present results and participate in planning and methodology review sessions. Maintain an occasional presence (1-2 x per month depending on other travel) in the CT office. Present occasionally at industry conferences as appropriate. Travel will be 25-50% on average, varying week to week based on client needs
- 10+ years of demonstrated success in the field of marketing analytics, media analytics, marketing research, or analytic function at a leading CPG Retailer. Experience in the digital media space, including analysis of online consumer behavioral data, targeting, digital measurement and/or attribution, etc. highly preferred
- Experience leading an analytic team that works with large datasets (billions of records), with experience in a wide range of technical skill sets (stats, R, Python, SQL, etc.). Exceptional problem solving skills with unrelenting focus on practical business implications
- Exemplary project management skills and proven ability to multitask in a fast-paced environment
- Demonstrated success in driving successful client and business outcomes in an environment where multiple stakeholders have separate interests and objectives. Collaborative, team-oriented mindset balanced with a high drive for results
- Ability to both “roll up the sleeves” and dig into details when needed, and see/drive towards “big picture” vision
- BS in statistics, mathematics or similar quantitative field. Graduate degree in marketing, analytics, data science or MBA preferred but not required
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VP, Client Analytics Resume Examples & Samples
- Create company’s Client Analytics team, acting as primary Analytics point of contact for internal clients. Act as the focal point for Sales, Client Success for Analytics
- Represent company’s analytic expertise and leadership to clients, partners, and internal teams. Participate in key client meetings
- Partner with Head of Analytic Operations to ensure accurate and timely delivery of reporting and analytics
- Bring deep analytic competencies and play a strong role in shaping and driving the execution of its strategies and plans
- Act as a “Translator” between clients, business, and analysts to deliver high value engagements
- Serving as an active participant in client acquisition and ongoing client service
- Building out high performance analytic team. Training and coaching staff in delivery of client facing analytics
- Possesses at least 7 years of experience in analytics and deep experience in digital advertising analytics/research. Agency experience desirable
- Prior experience building and developing team of analysts
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Client Analytics Development Lead Resume Examples & Samples
- Leading a team of Data Solutions Architects, Analysts and Software Developers
- Working with the Programme Manager and Client Data Analytics Lead to set technology and solution strategy for the integration of client data across multiple sources
- Responsible for managing the development of compelling and innovative database solutions aligned to business requirements
- Ensuring that database solutions support the Business, Advanced Analytics and Management Information (MI) applications and deliverables
- Overseeing the system development lifecycle (SDLC), from technical requirements gathering and validation activities through to production deployment
- Working collaboratively with Project Managers, Developers and End-users to deliver working solutions in an Agile and Iterative manner
- Developing and deliver a database technology roadmap including continual improvement and adoption of new database technologies
- Providing coaching and mentoring to team members on all aspects
- Participating in DataLab Management Team Initiatives and Agenda Setting
- A background of database implementations
- Demonstrates structured approaches to problem solving and is able to operate in a fast-paced Agile/Scrum development environment
- Proven and extensive solutions development experience across Database and Big Data technologies
- Senior level applied knowledge of Database development
- Good knowledge of existing Linked Datasets and Endpoints
- Demonstrates a working understanding of Graph theory
- Quickly comprehend how linked data can be applied to Banking Datasets or show examples of similar deployments in other industries
- Agile and iterative delivery best practices (Scrum, Kanban, EssUP/RUP)
- Excellent written and oral communication skills for technical and non-technical audiences
- Educated to Bachelor’s degree level (or overseas equivalent)
- Holds formal database certifications or proven work experience to equivalent level
- Able to demonstrate examples of previous successful deliveries and a track record in providing insight and innovation through the application of leading edge database technologies
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Aladdin Business, Client Analytics Group Resume Examples & Samples
- Minimum of 2 years relevant experience in Financial Technology or Buy Side firm. Strong subject matter expertise or strong interest in equity, fixed income, or alternatives desirable
- Academic degree in Business Management, Financial Engineering, Finance, Mathematics, Computer Science or some other quantitative field of study
- Knowledge of various analytics systems/tools and their underlying analytical models is desirable. Strong interest in multi-asset risk modeling and asset allocation
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VP Aladdin Business, Client Analytics Group Resume Examples & Samples
- Partner with client relationship managers to formulate engagement strategies for individual clients
- Lead the design and execution of tailored and ad-hoc investment and risk analyses
- Coach and potentially manage a junior team
- Minimum of 6 years relevant experience in a financial technology, investments and/or risk management role. Strong subject matter expertise in equities, fixed income, and/or alternatives highly desirable
- Outstanding business achievements at his / her firm and demonstrated strong leadership qualities
- Knowledge of various analytics systems/tools and their underlying financial models is desirable. Strong interest in multi-asset risk modeling and asset allocation
- Excellent problem solving abilities, and experience understanding complex issues
- Keen client-focused spirit and willing to take on varied and broad responsibility
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Client Analytics Manager Resume Examples & Samples
- Works closely with client account leaders, operations management and the New Business Development team to analyze and understand external customer needs
- Works in partnership with BI Consulting to develop new methodologies and approaches
- Development to design BI solutions for internal and external use
- 7+ years of Account Management experience
- Excellent ability to gather and analyze report requirements to provide insight
- Strong ability to consistently meet deadlines
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CIB F&BM Banking Client Analytics Resume Examples & Samples
- Provide Banking senior management with regular client level financial reporting for North America Investment Banking and Global Corporate Banking – Monthly Executive Management Reports, Quarterly Business Reviews, Global Industry Reviews, etc
- Assist in creating insightful analysis and presentations for senior management at the highest level – Investor Day, OC Offsites, Senior Leaders, etc
- Partner with business managers to serve as point of contact for all client level financial analysis – Briefing memos, Banker Scorecards & Dealsheets, Weekly Pipeline Reports, Revenue/Exposure/Wallet Trends
- Partner with the central Banking finance team to interpret underlying trends & drivers in the business impacting overall financial performance
- Assist in strategic projects such as key investments, client profitability enhancements, and banker evaluations and MD promotions
- Interface with the Technology team to design and build banker tools as well as business intelligence dashboards for use across the Banking organization
- 2 to 4 years of relevant experience in finance, business management, or related area
- Extensive Excel modeling experience and PowerPoint presentation skills
- Strong written and oral communications skills with the ability to synthesize and articulate results to a diverse audience
- Must be results-oriented and focused on the delivery of solutions
- Creative self-starter with strong initiative and an ability to take ownership of projects
- Ability to work independently as well as on a team – be flexible and collaborative
- Understanding of Wholesale Banking products (IB, Credit, Transaction & Investor Services, etc) a plus
- Familiarity with JPM client and credit systems (e.g. IBIE, iBanker, Client Central, CRRT/ExposureNow, SCOTs) a plus
- Familiarity with QlikView and programming a plus
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Client Analytics Group Resume Examples & Samples
- Identify and cultivate opportunities to grow business at existing clients
- Lead the analytics work stream in new client implementations
- Lead market, industry and analytic solutions discussions with prospects in pre-sales processes
- Contribute in-depth client context and intellectual capital to analytics and investment tools development initiatives
- Lead formulation and execution of analytical solutions and thought leadership initiatives and publications
- Coach and potentially manage a junior tea
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BRS Client Analytics Resume Examples & Samples
- Evolving and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance attribution
- Test and deploy new models, analytics and reporting to our clients
- Assist with the creation of models, analytics and reporting for new security types, new products, and new clients in coordination with teams across the firm
- Provide analytical support on a wide range of portfolio and security types using proprietary analytics and tools
- Advising clients on best practice for various analytical efforts, using our experience with other clients, understand the problem and recommend alternatives, if appropriate
- Develop close partnerships with clients to build highly effective relationships to understand and solve problems
- The role may require occasional to frequent travel, primarily within Europe
- Proven financial services industry experience essential, buy-side or insurance preferred over sell-side
- Must have previous experience advising Clients on portfolio strategies, portfolio optimization, risk assessments, and attribution
- Previous experience of Aladdin advantageous
- Must have had prior experience evolving and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance attribution
- Strong interest in financial analytics and technologies, and their application within the investment and risk management process is critical
- Demonstrated passion and enthusiasm for the asset management and risk management industry is essential
- Language requirements – English and French essential (written and spoken),\other European language skills would be an advantage
- Desire to work closely with internal partners and key clients in a manner that deepens relationships and further demonstrates value of the analytical tools within the Aladdin platform. Prior experience with Aladdin advantageous
- Must have prior knowledge of databases, SQL, UNIX, VBA , C++, PERL or similar tools, a definite advantage
- Client delivery focused having to balance client priorities and team resources to ensure effective project deliveries to the client satisfaction
