Financial Data Analyst - Dexian

Company

Financial Services - Corporate Investment Bank

Title

Financial Data Analyst

Location

Chicago, IL

Hours

Business - Hybrid schedule

Job Description:

our team is dedicated to delivering data solutions to optimize our internal processes. If you are driven by the need to exceed expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you. The right relationship is everything. This role focuses on managing and maintaining our ultimate client recon list, working directly with the program team to ensure that we are only repapering clients that need to be repapered using data insights. Additionally, you will manage daily reporting to help us run the business efficiently.

***Must have strong Excel Skills (Advanced formulas) and Alteryx experience.

Tableau experience is desired.

Day to day:

• Owning the research, creation, validation, and analysis of data to maintain the client recon list

• Managing and producing daily reports to support efficient business operations

• Leverage critical thinking skills to customize, streamline, and solution data needs

• Managing internal expectations with a continued drive to exceed expectations

• Collaborating with the program team to ensure efficient client repapering using data insights

• Representing the team as the Data Analyst Specialist on your assigned projects

• Owning your role and feeling empowered to escalate when support is needed to remove obstacles to success

Preferred qualifications, skills, and capabilities:

• Bachelor of Arts/Bachelor of Science degree

• Proven ability to independently identify issues, analyze problems, and provide viable data solutions

• Excellent verbal and written communication skills

• Time management and organizational skills

• Experience in financial services, if possible Corporate/Commercial Banking

• Excellent attention to detail

• Strong focus on internal collaboration and process optimization

• Experience with Alteryx and advanced Excel skills

Day to day you will be:

• Owning the research, creation, validation and negotiation oversight of client documentation for account opening.
• Leverage critical thinking skills to customize, streamline, and solution account and documentation needs
• Managing client and internal expectations with a continued drive to exceed expectations
• Interacting with clients, answering client questions and working with clients to minimize documentation requirements
• Representing the team as the Documentation Specialist on your assigned implementations
• Collaborate with team and internal partners (Legal, Service, Sales, KYC) to deliver a seamless client onboarding experience
• Owning your role and feeling empowered to escalate when support is needed to remove obstacles to success

Preferred qualifications, skills and capabilities:

• Proven ability to independently identify issues, analyze problems and provide viable solutions
• Excellent verbal and written communication skills
• Time management and organizational skills
• Experience in financial services, if possible Corporate/Commercial Banking
• Excellent attention to detail
• Strong client focus and ability to partner with various internal groups and client coverage

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.