Description
Description:
- The SD Client Experience Data Analyst I performs key data collection, organization of same, analysis and reporting to provide insight and support to clients and management. The Individual acts as an objective provider of information critical to decision making, whether tactical or strategic; ad hoc or on-going. The individual generates reporting for both internal and external clients, on a scheduled and/or ad-hoc basis. The individual is a subject matter expert on their particular area of expertise, and has oversight responsibilities of the quality, coverage, consistency, accuracy and timeliness.
- Data Management: Oversee the timing, collection and organization of data. - Locating, determining appropriateness, quality including coverage consistency, accuracy.- Ability to make assumptions about data, while maintaining the integrity and appropriate use
- Data Presentation: Support the (S)canning, (A)nalysys, (R)esponse, and (A)ssessment of data- Analyze and assess patterns in complex information and identify key issues by have an understanding of technical concepts and effectively link them to the business needs - Ensure documentation is current and accurate; when amending include testing of changes, assisting with the development of related documentation materials and communications- Understand the system architecture and functionality; assess the feasibility of change requests and apply the features of the various products as applicable.
- Control & Risk Management: Maintain and establishes controls around access of data, including documenting and providing information regarding controls needed- Follow and provide recommendations on best practices for around data storage and data privacy- Proactively oversee key controls by arranging staff meetings, modifying procedures and discussing best practices
- Client Service: Supervises quality, coverage, consistency, accuracy, and timeliness. - Support a positive client experience by responding to client inquiries and/or issues, provide status on projects and deliverables, and meet deliverables- Act as subject matter expert on all relevant client &internal data elements- Ability to set priorities and/or negotiate priority setting for the team, direct reports and/or products he/she manages
- Coaching & Development: Coach and mentor analysts in accomplishing stated division goals and assigned projects.- Participate in staff reviews assigned to related projects.- Support and development for direct reports
- Problem Solving: Solve routine problems as needed by proposing insightful, knowledgeable, effective solutions- Assist with the development of operational workflow solutions, inclusive of BBH products and services to enhance the client experience- Identify process improvements for the firm by improving efficiency and lowering the cost to serve.
- Education level and/or relevant experience(s): BS/BA degree, and/or equivalent work experience. A minimum of 3-5 years related experience in the financial services industry.- Prior involvement or experience working on financial services systems projects
- Knowledge and skills (general and technical): Strong aptitude for numbers and accuracy, high degree of analytical ability, ability to work quickly and accurately under pressure- Strong written and oral communication skills, self starter, proactive, objective, ability to solve and/or escalate problems for resolution when appropriate