Client Quantitative Analyst I

About the Role

This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline. The Business Analytics and Reporting Team within Data, Reporting & Operations Management (DROM) is seeking an experienced Data Analyst and Developer to support the design, development, automation, and maintenance of reporting and dashboard solutions. This position is responsible for transforming complex data into actionable insights, identifying potential risks, and supporting the development of mitigation strategies to drive informed decision-making.

Key Responsibilities

• Extract, integrate, and analyze data using programming languages and tools such as SAS, JavaScript, Alteryx, Python, SQL, Tableau, and Power BI, leveraging both relational and non-relational database technologies across on-premises and cloud-based environments.
• Connect and consolidate data from multiple sources, applying technical expertise, business knowledge, and process understanding to transform raw data into meaningful metrics, insights, and business intelligence solutions.
• Perform quantitative analysis on customer, transactional, operational, and performance data to identify trends, opportunities, risks, and actionable recommendations that support business decision-making.
• Partner with business stakeholders, analysts, and leadership to understand reporting requirements, conduct research, and deliver accurate and meaningful analytical solutions.
• Communicate complex analytical findings in a clear, concise, and engaging manner to both technical and non-technical audiences through presentations, reports, dashboards, and data visualizations.
• Develop, maintain, and enhance reporting and dashboard solutions that provide timely, accurate, and actionable insights to support strategic and operational objectives.
• Conduct data validation, quality assurance, and reconciliation activities to ensure the accuracy, consistency, and integrity of analytical outputs; identify and escalate data issues, inconsistencies, or gaps as appropriate.
• Support the identification, assessment, and monitoring of data and reporting risks, helping to develop effective mitigation strategies and controls.
• Adhere to established development, governance, documentation, and quality assurance standards to ensure business continuity, regulatory compliance, and operational excellence.
• Contribute to the continuous improvement of reporting processes, automation capabilities, and analytical methodologies to increase efficiency, scalability, and overall business value.
• Support the extraction of data using a variety of programming languages, such as SQL, SAS, Python, or Spark/Scala, and apply knowledge of relational and non-relational database systems.
• Connect provisioned data across multiple sources and perform necessary transformations utilizing both technical, business, and process knowledge.
• Perform quantitative techniques and analysis on customer, transaction, and performance data with guidance from other analysts and supervisors.
• Follow requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources.
• Communicate complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau.
• Assist with conducting quality comparison checks on analysis output and escalate data inconsistencies, gaps, or issues to leadership.
• Follow quality workflow processes and documentation requirements to adhere to standards and provide business continuity.

Requirements & Tech Stack

• Ability to use data tools and techniques to find and deliver data from various sources of record.
• Proven communications skills in describing complex data to inform strategic insights and decisions.
• Strong technical knowledge of reporting and analytics tools, including:
• JavaScript
• Tableau
• PowerShell
• SQL
• Alteryx
• Python
• PowerQuery
• VBA
• PySpark
• SharePoint On-prism/SharePoint Online
• Minimum 1 year experience as Data Analyst or Process/Project Management or similar role in financial services industry.
• Effectively collaborate with team members, customers, and subject matter experts to clarify requirements and complete user acceptance testing.
• Talent for combining business acumen with analytical skills, interpreting large amounts of data, synthesizing multiple analyses into a coherent message, and translating into actionable insights.
• Ability to manage multiple priorities and meet project delivery dates.
• Comfortably communicate (oral and written) with team members and customers to influence outcomes.
• Proficient in independent work and team projects, executing on-time and with precision.
• Create, review, and monitor requirement documents needed to support repeatability, business continuity, governance, and audit requirements.
• Stay current with the latest developments in Bank of America approved software and applications.

Qualifications

• Bachelor’s Degree or higher in finance, math/statistics, computer science, or another quantitative field (for example, engineering, operations management).
• Coursework in finance, math/statistics, and/or computer science.
• Master’s Degree or higher in finance, math/statistics, computer science, or another quantitative field (for example, engineering, operations management) - Desired.
• Knowledge of agile methodology - Desired.
• Business understanding of Global Operations - Desired.
• Bachelors in Analytics, Data Science, Computer Science or equivalent experience - Desired.

Skills

• Business Analytics
• Data Mining
• Data and Trend Analysis
• Analytical Thinking
• Business Intelligence
• Data Quality Management
• Data Visualization
• Application Development
• Business Acumen
• Continuous Improvement
• Innovative Thinking
• Quality Assurance
• Collaboration
• Critical Thinking