Corporate Planning & Management-Business Intelligence

As a division, our strategic objectives include:

• To be the world's preeminent investment bank a trusted advisor, financier, and risk manager for our clients on their most important transactions.
• Build long-term relationships with clients and bring them world-class execution by delivering the firm over time.
• Drive superior returns for our stakeholders.
• Be the employer of choice for all career levels by providing a highly dynamic, meritocratic, diverse, and rewarding workplace.

Operations

Operations is a dynamic, multi-faceted function that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow. IBD Loan Servicing is a high-value support and risk management team in Operations that is responsible for life cycle events and cash movement on a large portfolio of Bank Loans (Par, Distressed, and Trade Claims) across several revenue divisions.

Your Impact

Are you looking to work in a fast-paced environment where your role will provide time and risk savings to both internal IB and external end-users Our Business Intelligence team works closely with IB Operations, IB Bankers, Engineering, and Audit.

Our Impact

The team supports Investment Banking Operations (IB Ops) and IB Bankers through automated solutions and data representation. These automations create time savings, mitigate risks, and enable holistic views of internal processes. Our team utilizes a modern toolset to deliver high-quality projects to both internal and external customers.

Our automations allow Bankers and Operations the ability to focus their time on higher-risk items and streamline their workflow via the reduction of human error. Our sweet spot is creating automations where engineering would spend twice the effort to give the same output. As a result, we collaborate closely with Engineering to ensure that our end-users receive the best solution.

We estimate that projects delivered by our team have saved approximately 20,000 annual hours of work for the division. Our current projects are set to save an additional 10,000 hours of work annually for IBD.

Job Summary and Responsibilities

• Perform data management, process uplifts, and strategic reporting initiatives for the Investment Banking Business.
• Apply quality control, data validation, and data cleansing processes to new and existing data sources.
• Identify and remove redundancies, reduce manual interventions, and improve process efficiency and effectiveness through automation.
• Partner with teammates in the US (Global team) on projects and strategic work.
• Engage with stakeholders and team members across various IB business lines to understand, define, and implement their reporting and automation requirements.
• Work closely with global and regional teams to architect, develop, and maintain advanced reporting solutions.
• Translate business requirements into tangible solution specifications and high-quality, on-time deliverables.
• Manage project timelines and completions for individual work.
• Expand junior members knowledge of Alteryx / Tableau / SQL / etc.
• Effectively pull data from databases and provide a meaningful analysis for end-users.
• Fulfill ad hoc data requests.
• Be a fast learner and effective communicator of new / complex information.

Basic Qualifications

• Minimum 4 years experience with Business Intelligence, Data Science, or Low Code Automations.
• Understanding of industry-standard data transformation and reporting tools such as Tableau / Alteryx.
• Proficient in SQL and / or interacting with structured data.
• Strong analytical/logical mindset and attention to detail.
• Strong communication skills (clear, concise, and confident) with the ability to manage internal relationships.
• Ability to organize and prioritize individual workload and deal with multiple priorities.
• Demonstrates strong leadership skills, ability to gather stakeholder support for individual initiatives and see them through to execution.
• Team-oriented works closely with teammates daily and shares knowledge and key information with the team.

Preferred Qualifications

• Alteryx Core Designer Certification.
• Automation Experience with Alteryx for 3+ years.
• Dashboard Creation Experience within Tableau.
• Experience with Python.
• Background in Finance, specifically Loans and Investment Banking.