M&T Bank

Wealth Reporting & Analytics Senior Analyst

M&T Bank  •  $103k - $172k/yr  •  Buffalo, NY (Onsite)  •  15 days ago
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Job Description

This role is not eligible for visa sponsorship, meaning you will need to be able to secure and maintainwork 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.)

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 platform skills (e.g. SQL, SAS, Python, Tableau Prep, 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, structure, and model data, as needed, for use in dashboards/reports and analyses.

  • Mentor less experienced team members in the use of dashboard/report templates, data visualization best practices and facilitate learning opportunities.

  • 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.

  • Promote an environment that supports belonging and reflects the M&T Bank brand.

  • Complete other related duties as assigned.

MANAGERIAL/SUPERVISORY RESPONSIBILITY:

None

MINIMUM QUALIFICATIONS REQUIRED:

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

IDEAL QUALIFICATIONS PREFERRED:

Tactical experience with multiple data visualization tools and or analytic programming languages.

Significant experience in, and/or knowledge of, the Wealth Management business.

Strong communications skills with ability to translate highly technical concepts to less technical partners and leaders.

Prior experience or educational background in statistical analysis, quantitative analytics, or data science, such as regression analysis and modeling.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $103,000.00 - $171,600.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America

M&T Bank

About M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Buffalo, New York
Year Founded
Unknown
Website
mtb.com
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