Data Analytics & Intelligence Specialist

JOB DESCRIPTION

The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding complex data management projects. This role involves developing advanced data strategies, ensuring data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and analytics teams to integrate data, derive insights, and enable intelligent decision-making.

This specialist will play a critical role in deployment of the PB analytics strategy, leveraging modern technologies to power personalized insights, operational intelligence, and predictive capabilities.

Product & Data Subject Matter Expertise

• Become the go-to SME on PB products and offerings, including:
  • Deposits: structures, flows, pricing, and profitability
  • Consumer Loans: mortgages, personal lending, HELOCs
  • Commercial Lending: CRE, C&I, and relationship-based facilities
  • Specialty Lending: tailored UHNW financing, securities-backed lending
• Understand data flows across PB, Wealth, and Commercial and how these intersect for unified relationship views.
• Define critical product and transactional data attributes to support reporting, analytics, and cross-business insights.

Analytics & Insights Enablement

• Partner with business and analytics teams to define insights and intelligence needs for:
  • Deposit performance and balance behaviors
  • Loan utilization, repayment trends, and risk drivers
  • Client and household profitability analysis
  • Cross-business opportunities with Wealth and Commercial
  • Work with analytics teams to design dashboards, KPIs, and predictive models that enable real-time decision-making.
  • Collaborate with AI specialists to enable agentic AI capabilities for personalized recommendations and intelligent client engagement.

Data Integration & Platform Readiness

• Define data quality expectations and partner on validation processes to ensure accuracy and completeness.
• Work with data engineering to ensure PB data is accurately ingested, transformed, and unified in the PB data platform.
• Partner with the Wealth data team to align product, client, and household views across PB and Wealth domains.

Cross-Business Collaboration

• Actively engage with enterprise AI, analytics, and digital experience teams to enable PB-led innovation.

Required Qualifications