M&T Bank

WealthReporting&AnalyticsSeniorAnalyst

$103–172k Buffalo, New York, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Wealth Reporting & Analytics Senior Analyst at M&T Bank. Skills: Strategic and ad hoc analyses, Report development, Business insight, Data mining, Segmentation, Customer profiling, Quantitative analyses, Data driven insight and reporting, BI and analytic platform skills, SQL, SAS, Python, Tableau Prep, Tableau, Advanced calculations, Data flows, Dashboards/reports/analyses, Data visualization. Conducting strategic and ad hoc analyses / report development. Answer critical business questions”

What You'll Achieve.

Provide Wealth Management leadership insight into their businesses; Aid Senior Management in making decisions related to their businesses; Produce the most meaningful reports and analyses; Answer critical business questions; Evaluate new product and service opportunities; Assess market potential; Identifying acquisition, cross-sell, and retention opportunities; Provide data driven insight and reporting to all levels of Wealth Management Leadership, Leadership Committees and Boards; Integrate and operationalize the recommendations in the business strategies, plans, and tactics

Industry & Context.

Problems you'll solve

Conducting strategic and ad hoc analyses; Answer critical business questions; Develop creative approaches and methodologies to answer critical business questions, evaluate new product and service opportunities and assess market potential; Provide actionable and insightful recommendations from data mining, segmentation, customer profiling, and quantitative analyses

Eligibility Requirements

Not eligible for visa sponsorship, Must be able to secure and maintain work authorization without the need for a written submission by the company to the government agency, or the need for the company to make an entry as the immigration employer of record (e.g., STEM OPT training plan, I-20 Form endorsed for CPT, TN employer, etc.)

What They're Looking For.

Must Have

Bachelor's degree and a minimum of 5 years of related experience, or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience, including a minimum of 5 years related experience, Tactical experience with a minimum of one data visualization tool, Experience designing and developing advanced dashboards/reports and data visualizations, Experience incorporating data storytelling into visualizations, Experience using Structured Query Language (SQL) or similar data language to analyze, extract, and transform data

Nice to Have

Tactical experience with multiple data visualization tools and or analytic programming languages, Significant experience in, and/or knowledge of, the Wealth Management business, Prior experience or educational background in statistical analysis, quantitative analytics, or data science, such as regression analysis and modeling

What You'll Do.

Conducting strategic and ad hoc analyses / report development

Answer critical business questions

Provide Wealth Management leadership insight into their businesses

Develop and direct a variety of fact-based analyses that aid Senior Management in making decisions

Leverage business knowledge to not only provide insight to our partners but ask focused questions and provide credible challenge to produce the most meaningful reports and analyses

Develop creative approaches and methodologies to answer critical business questions

evaluate new product and service opportunities and assess market potential

Provide actionable and insightful recommendations from data mining

and quantitative analyses with the goals of identifying acquisition

and retention opportunities

Interpret results of analyses

translate insights into actionable recommendations

present the insights and recommendations to senior management and work closely with business partners to integrate and operationalize the recommendations in the business strategies

Leverage expert business intelligence (BI) and analytic platform skills (e.g. SQL

Tableau) on one or more platforms to incorporate advanced calculations

develop more advanced data flows and assemble complex consolidated dashboards/reports/analyses for presentations

Use knowledge of programming languages to query

for use in dashboards/reports and analyses

Participate in gathering visualization requirements from business stakeholders

Understand and adhere to the Company’s risk and regulatory standards

policies and controls in accordance with the Company’s Risk Appetite

Identify risk-related issues needing escalation to management

How You'll Work.

Team & Collaboration

Work as part of a team; Collaborate with partners across the Wealth Management division to provide data driven insight and reporting to all levels of Wealth Management Leadership, Leadership Committees and Boards; Work closely with business partners to integrate and operationalize the recommendations in the business strategies, plans, and tactics; Mentor less experienced team members; Facilitate learning opportunities

Communication Scope

Ability to translate highly technical concepts to less technical partners and leaders

Full Job Description

**This role is not eligible for visa sponsorship, meaning you will need to be able to secure and maintain work authorization without the need for a written submission by the company to the government agency, or the need for the company to make an entry as the immigration employer of record (e.g., STEM OPT training plan, I-20 Form endorsed for CPT, TN employer, etc.)** # # **OVERVIEW:** Responsible for conducting strategic and ad hoc analyses / report development across the Wealth Management Division to answer critical business questions and provide Wealth Management leadership insight into their businesses. This senior analyst role should be able to work as part of a team as well as independently with their business partners. ## **POSITION RESPONSIBILITIES:** * Develop and direct a variety of fact-based analyses that aid Senior Management in making decisions related to their businesses. * Leverage business knowledge to not only provide insight to our partners but ask focused questions and provide credible challenge to produce the most meaningful reports and analyses. * Develop creative approaches and methodologies to answer critical business questions, evaluate new product and service opportunities and assess market potential. * Provide actionable and insightful recommendations from data mining, segmentation, customer profiling, and quantitative analyses with the goals of identifying acquisition, cross-sell, and retention opportunities. * Collaborate with partners across the Wealth Management division to provide data driven insight and reporting to all levels of Wealth Management Leadership, Leadership Committees and Boards. * Interpret results of analyses, translate insights into actionable recommendations, present the insights and recommendations to senior management and work closely with business partners to integrate and operationalize the recommendations in the business strategies, plans, and tactics. * Leverage expert business intelligence (BI) and analytic pl

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