Senior Business Data Analyst

Senior Business Data Analyst – San Francisco, CA

As the market leader in providing financial services and expertise to the world's most innovative tech and life science/healthcare companies and investors, we possess what is arguably the most valuable dataset in the startup and venture capital ecosystem. Through the Analytics and Sales Operations team, we place a strong emphasis on being a data-driven organization by empowering our sales teams across each of our major business units with this powerful dataset.

Role Summary

This Senior Business Data Analyst position will sit within the Sales Operations Field Support team, whose mission is to enhance the success of every relationship manager by empowering their decision making with data, analytics, and insights. This position offers the opportunity to work on a collaborative and cross-functional team and to empower our tech investment bankers.

What You'll Be Doing

• Managing the process of identifying and tiering the best prospects and aiding in lead generation; this includes detailed research on relationships and individuals
• Supporting prospect calls and meetings by preparing investment bankers with appropriate research on relationships and market trends
• Preparing regularly occurring reports on business and industry performance to track strategic objectives
• Training investment bankers on technology tools to drive analysis of pipelines, sales and activities
• Collaborating with investment bankers and ASO teams (Enterprise Business Analytics, Sales Technology, and Sales Training & Enablement) to document, communicate, and enforce policies and processes
• Collaborating with our control room to ensure data governance and compliance
• Automating and improving scalable processes, tools, and dashboards to drive operational and business efficiency
• Assisting with maintenance and accuracy of company data within SVB's data repositories
• Assisting with ad hoc business analytics requests to support investment bankers

Requirements

• 3+ years of experience with a focus on data and analytics
• Bachelor's degree in a quantitative discipline (e.g., Economics, Mathematics, Statistics)
• Aptitude for framing business questions in analytic terms and translating business requirements into useful datasets and analyses with actionable insights
• Experience using and developing reports, metrics, and dashboards with data analytics, data visualization, and presentation tools (e.g., Excel, PowerPoint, SQL, Tableau)

Soft Skills

• Strong discretion with an eye for data governance and compliance
• Client service oriented and able to partner with individuals at all levels
• Effective, clear, and concise communication skills, verbal and written
• Experience within the innovation economy and/or investment banking is preferred