Head of Data, Analytics, Reporting – Wholesale Operations
United States
Full Time
2 hours ago
$250,000 - $420,000 USD
Key skills
AIAnalyticsLeadershipCommunication
About this role
Role Overview
Provide vision and set direction for multiple high impact initiatives, analytics and reporting to achieve long-term strategic objectives in our Wholesale Operations functions: Investment Banking and Markets, Commercial Banking and Lending; and Wealth and Investment Management
Lead the development of reporting capabilities for horizontal functions in Global Operations (e.g. location strategy, access management, resiliency and incident management)
Develop highly complex, multi-year strategy, modeling, forecasting and process improvements
Provide thought leadership to develop and implement strategic solutions to highly complex and potentially companywide processes
Utilize data and analytics to improve business outcomes, efficiency and Customer Experience
Support the development of the AI use case pipeline, including the launch of Agentic AI solutions
Drive the implementation of data management policies and procedures across Wholesale Operations (e.g. data defect identification, prioritization of regulatory reporting use cases)
Lead a team of consultants, senior leads, and managers
Develop process improvements from data that drives business decisions
Collaborate with and influence team, peers, managers, senior management, technology, risk and compliance. Participate in strategic discussions as part of the extended leadership team for Wholesale Operations
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Data, Analytics and Reporting
Develop and guide a culture of talent development to meet business objectives and strategy
Requirements
8+ years of Analytics, Reporting, Financial Modeling or Statistics experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of Management experience
Knowledge of at least two areas in wholesale operations (Investment Banking and Markets, Commercial Banking and Lending; and Wealth and Investment Management)
Experience managing international teams, spanning multiple locations and time zones
Deep experience working with complex data in multiple data systems/fields and LOBs, responding to ad-hoc data requests from key external stakeholders, data science background, forensic analytics, and strong ability for to identify data root cause issues with the ability to create immediate solutions
Proven experience operating a high functioning team (e.g. developing/overseeing sustainable practices and procedures, detailed and accurate documentation procedures and repeatability standards, enforcing accountability for high quality work among a large number of analysts)
Experience in a large, complex financial services firm.
Experience and understanding of financial services industry regulation related to data and analytics, and leveraging analytics to execute operations controls and quality assurance
Proven ability to proactively solve problems and develop strategic recommendations with objective rationale
Superior analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals
Ability to facilitate large cross-functional meetings and negotiating priorities, solutions, outcomes
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance