NAM Citigold Analytics Senior Analyst

Position Overview

Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation, excellence, and delivering insightful financial solutions. We are seeking a highly skilled data science professional to be part of the Business Analytics Management (BAM) team. This role will be instrumental in providing critical analytical insights and fostering collaboration with the broader Wealth Data Analytics and Innovation (DAI) organization to achieve business objectives.

The primary objective of this role is to drive impactful analytical projects that will shape the future and growth of the NAM Citigold business. The Senior Analyst will work with cutting‑edge technologies and collaborate with a team of passionate innovators, spearheading projects that deliver data‑driven insights. They will also guide DAI’s strategic initiatives and lead ad‑hoc analytical efforts to address evolving business needs.

Furthermore, this role will serve as a key liaison between the Wealth Business and other analytical functions within DAI. A strong technical skillset encompassing data extraction, manipulation, and compelling data storytelling is essential.

• Extract, manipulate, and analyze large datasets from multiple sources to support strategic wealth management decisions
• Utilize advanced data analytics techniques to uncover trends, patterns, and actionable insights relevant to portfolio management, campaign management, and market performance
• Design, develop, and maintain comprehensive dashboards and reports to effectively track performance metrics, client portfolios, and market dynamics
• Continuously evaluate and optimize data analytics processes and tools to enhance operational efficiency and ensure data accuracy

• Translate complex data findings into clear, concise, and visually compelling narratives for both technical and non‑technical audiences, influencing business strategy

• Collaborate proactively with senior management and stakeholders to identify critical business questions and deliver data‑driven recommendations
• Work closely with Technology and Data Engineering teams to ensure the availability, accuracy, and integrity of data utilized for analytical purposes

• 5+ years of hands‑on experience working with data, preferably within the wealth management or financial services industry
• Demonstrated ability in data retrieving, manipulation, and storytelling in a fast‑paced, growth‑oriented environment
• Experience working with Snowflake, Big Data (e.g., Hadoop ecosystem), and Teradata environments
• Proven track record of working with Python, PySpark, Dataiku, SQL, and SAS
• Strong expertise in Python and other data analytics tools for robust data processing, analysis, and visualization (e.g., pandas, Num Py, matplotlib, Seaborn)
• Exceptional problem‑solving abilities with expertise in synthesizing business requirements and constructing suitable data analysis frameworks
• Proven ability to create data‑driven narratives and effectively communicate insights to both technical and business stakeholders
• Solid understanding of database structures, data warehousing principles, and ETL processes
• Excellent communication, presentation, and interpersonal skills
• Detail‑oriented with a strong commitment to delivering accurate and actionable insights
• Ability to manage multiple projects and prioritize tasks effectively in a dynamic environment

• Experience with business intelligence tools such as Tableau, Power BI, or Qlik
• Familiarity with machine learning techniques and statistical analysis in a financial context
• Basic understanding of common practices related to financial data and reporting
• Prior experience working in a wealth management firm or financial institution
• Experience with Generative AI (Gen AI) is a plus

Bachelor's degree in Data Science, Computer Science, Economics, Finance, Statistics, or a related quantitative field. Master’s degree preferred.

Business Strategy, Management & Administration

Business Management