Wealth Analyst, Data Analytics & Innovation - Remote

Overview

The Wealth Analyst will play a crucial role in generating insights that enhance client relationships and optimize investment strategies at Citi. The role involves mining large datasets using analytical techniques to produce actionable recommendations.

In Short

• Work as a champion connecting client wealth needs and portfolio understanding.
• Generate insights to enhance client relationships and operational efficiencies.
• Mine large datasets using analytical and data science techniques.
• Collaborate with various business functions to execute growth strategies.
• Drive campaign analytics initiatives for customer optimization.
• Develop dashboards using visualization tools like Tableau.
• Ensure compliance with laws and regulations in all business decisions.
• 3+ years of experience in Financial Services or Consulting.
• Proficiency in programming and experience with Big Data analytics.
• Strong communication and organizational skills are essential.

Requirements

• Bachelor's degree in Data & Analytics, Computer Science, Math, or Statistics.
• 3+ years of experience in Financial Services, with 2 years in data analytics.
• Experience with Python, R, SQL, SAS, and Hadoop preferred.
• Ability to analyze large datasets and perform complex analyses.
• Strong attention to detail and ability to work in a fast-paced environment.
• Team player with a 'Can do' attitude.
• Curious and self-motivated with a passion for numbers.
• Strong presentation and documentation skills.
• Ability to develop personalized data insights at scale.
• Experience in Business Intelligence and Digital Analytics is a plus.

Benefits

• Extensive on-the-job training and exposure to senior leaders.
• Opportunity to make a positive impact through volunteerism.
• Resources to meet unique needs and manage financial well-being.
• Support for professional growth and development.
• Collaborative work environment with a focus on teamwork.