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Business Support Senior Analyst
New York, New York;
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description
The Investment Solutions Group (ISG) Specialist team provides advisors and clients with support around a wide range of products and solutions for both brokerage and fee-based accounts. The Business Support Sr Analysts will be part of the COO group that supports business management and reporting routines, as well as strategic initiatives across the Specialist teams.
Responsibilities:
- The role will help develop and support the team’s data infrastructure that is used to drive all reporting and analytics for the team.
- The role will also help to develop and maintain reporting solutions for Specialists and management via Tableau.
- Support business reporting routines across the Specialist teams, as well as help design, develop, and implement reporting for new sales initiatives and campaigns.
- Write queries and pull data to support reporting workflows and ad hoc requests from Specialist teams.
- Helping to build new Tableau dashboards based on ongoing needs to support periodic campaigns or new sales insights, as well as making enhancements to existing dashboards.
- Create informative and interactive data visualizations to communicate complex data-driven insights to non-technical stakeholders.
- Help prepare ad hoc reporting to senior leadership around team activities and impact around sales initiatives and campaigns.
Required Qualifications:
- Candidate should be an experienced, enthusiastic, self-motivated professional with a bachelors degree and minimum of 2-5 years of experience in the financial services industry providing data and reporting solutions.
- High performer in a fast-paced environment with attention to detail and ability to manage and prioritize multiple responsibilities.
- Self-starter that is able to work independently and collaborate across teams with all appropriate stakeholders.
- Ability to design, create and manage database schemas that integrate various data sources and systems to ensure efficient data storage and seamless integration with user-facing applications.
- Ability to work with large datasets to synthesize, analyze, and form insights on business results as well as identify opportunities.
- Extensive experience coding in SQL.
- Experience with data mining, aggregation, analysis and visualization tools such as Alteryx & Tableau.
- Exposure to any machine learning / predictive AI technologies would be a plus.
- Series 7, SIE and 66 licenses, or ability to receive within 120 days
- Ability to travel up to 5%
Desired Qualifications:
- Experience in Salesforce Lightning & CRM Analytics (Design & Administration) would be a plus.
- Additional experience in Python and/or R, along with running SQLs across multiple RDBMS technologies (SQL Server, Oracle, Hadoop, DB2) a plus but not required.
Minimum Education: Bachelors degree required
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
Full time
JR-24027033
Manages People: No
Travel: Yes, 5% of the time
New York pay and benefits information
New York pay range:
$85,500 - $120,600 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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