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Client Quantitative Analyst I - Cross-Channel/Erica Analytics

Charlotte, North Carolina

Job Description:


This position is a Quantitative Analyst I role on the Cross Channel/Erica Analytics Team w/in our Client & Sales Analytics organization.  The Cross Channel/Erica Analytics Team provides analytical insights needed to understand client behaviors as it relates to driving Erica engagement as well as developing client insights around cross-channel behavior (e.g. Online, Mobile, Erica, Financial Center, Advanced Centers, ATM, Contact Center). 

This includes:

  • Developing algorithms using advanced analytics & modeling techniques to deliver client facing financial insights for Erica.  These insights aid & empower clients to take control of their financial lives (e.g. identifying a client's recurring Merchant payments to alert them prior to their next anticipated charge; understanding a client’s monthly spend projections, etc.).
  • Collaborating w/ product owners to bring new Erica features to market and improve the client experiences around these new features.
  • Understanding how clients are using Erica in conjunction w/ other channels (e.g. Financial Centers, Call Centers, etc.)


As a Quantitative Analyst I, you will leverage multiple databases to obtain client and performance data necessary to deliver analytical insights across our Digital (e.g. Erica, Mobile, Online) and physical channels (e.g. Financial Center, Advanced Centers, ATM, Contact Center) in response to requests from our line of business partners.  These work efforts include developing algorithms to power Erica insights and measuring how often clients are engaging w/ and using Erica.  The Quantitative Analyst I role requires the individual to be able to proficiently use data tools & techniques to extract information and transform the data into meaningful/actionable insights.  The analyst is expected to work w/ the Manager or Team Lead to define the analytical work efforts are on a project by project basis.  The Quantitative Analyst I role will partner closely w/ the Manager or Team Lead in order to understand the business question that needs to be answered, develop an approach to solving the business question, and communicate the findings.

Required Skill(s):

  • Bachelor’s Degree in Finance, Math/Statistics, or Computer Science or related analytical field preferred.
  • 2+ years’ experience in applied Statistical Analysis (e.g. DOE/observational studies) and/or model development.
  • 2+ years’ experience in a Marketing or Business Strategy role.
  • Excellent communication skills (both written & verbal).
  • Proficient w/ SQL.
  • Proficient in R, Python, MS Excel and PowerPoint.
  • Ability to navigate complex data environments and manipulate large data sets to identify relevant insights.
  • Ability to work in a team environment as well as independently.
  • Self-motivation, self-direction, organizational skills and the ability to manage multiple priorities without sacrificing quality or timelines.
  • Attention to detail.

Desired Skill(s):

  • Banking / Finance / Marketing work experience.
  • Business Intelligence (BI) tools (e.g. Tableau, Shiny Dashboards).
  • Text Analytics experience (e.g. NLP).
  • Machine Learning experience (e.g. Gradient Boosted Trees).


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time


Talent Acquisition Contact:

Referral Bonus:

Check out the Charlotte office

Located in the heart of the Queen City, we enjoy football games and events at Bank of America Stadium, expansive parks and greenways and a thriving uptown nightlife and arts scene.

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Street Address

Primary Location:
150 N COLLEGE ST, NC, Charlotte, 28255