Assistant Vice President-Investor Services Business Intelligence Analyst

We are seeking a highly skilled and motivated individual to join our team in a Development & MIS role. The ideal candidate will be a data-driven professional with a strong background in Business intelligence, Data analysis, and Dashboard development. This role is responsible for developing and maintaining our data infrastructure, creating insightful reports and visualizations, and leveraging cutting-edge technologies like Generative AI to drive data-informed decision-making within the organization.

A solid understanding of industry trends, particularly within Services/Investor Services, is preferred.

Job Responsibilities include:

• Design and manage the production of periodic Dashboards, ad-hoc management reports and Audit Reports.
• Critically evaluate information gathered from multiple sources (Structure & unstructured), reconcile conflicts and ensure data integrity is maintained throughout the production process.
• Understand business issues and data challenges of the organization and industry and suggest areas of improvement.
• Strong analytical and management skills required, including a thorough understanding of how to interpret business needs and translate them into operational requirements
• Background in data warehouse design and data modeling techniques (identifying relationships)
• Ability to work with strict attention to details and be able to meet deadlines.
• Built Partnerships with stakeholders across the Services franchise
• An ability to work with minimal supervision and in a team environment.
• Good verbal, comprehension and written communication skills (English). Should be comfortable interacting with internal and external stakeholders.
• Capable of working in a dynamic, rapidly changing environment while sensitively managing confidential information
• Build AI Agents to implement process improvement and creating efficiencies.
• Design, develop, and deploy generative AI solutions using LLMs (Claude, Gemini, Copilot, etc.)
• Develop prompt engineering strategies and best practices

Required Skills and Qualifications:

• Business Intelligence & Visualization: Proven experience with Tableau, Power BI, or Qlik Sense.
• Programming: Strong proficiency in Python for data manipulation and automation.
• Data Management: Solid understanding of database management principles and experience with data modeling.
• ETL Skills: Demonstrable experience in designing and implementing ETL processes.
• MS Office: Intermediate proficiency in MS Office, particularly Excel.

Desired Skills:

• Generative AI: Experience or familiarity with Generative AI concepts and tools.
• Citi Stylus: Knowledge of or experience with Citi Stylus.
• SharePoint: Basic knowledge of SharePoint for site management and collaboration.
• Business Experience: Experience in financial services, Investor Services, Custody Services will be preferred.

Education:

• Bachelor’s/University degree or equivalent experience

Experience:

• 5-8 years of relevant experience

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