Client Reporting Analyst III
$82.5k - $127.6kBank of America ATM
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description:
This job is responsible for developing reports to support management decision making. Key responsibilities include performing all phases of the report development process including participating in client meetings to understand needs and develop requirements, performing data research and data discovery, data sourcing including data automation, creating report visualizations, and managing report deployment including user on-boarding. Job expectations include developing, maintaining, or enhancing components of large reporting platforms to deliver comprehensive end-to-end reporting solutions.
The Client Reporting Analyst III will support the Specialized Consumer Client Solutions organization to drive responsible growth through collaborative business partnerships. Primary responsibilities of the role include, but not limited to, an in depth analysis, executive level report creation, process design and partner integration. This understanding will be used to ensure alignment between priorities, strategic goals, and capacity in order to support the broader organization and initiatives.
Responsibilities:
- Designs, develops, and maintains innovative automated reports, dashboards, and scorecards using Business Intelligence tools including MicroStrategy and Tableau
- Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in ‘Fit for Use’ relational tables
- Analyzes disparate database sources including relational structures, dimensional data models, and cubes
- Designs and builds relational data models to support the development of actionable reports, dashboards, and scorecards
- Partners with business stakeholders to translate business requirements into technical specifications
- Creates and maintains required standard documentation including metadata, detailed workflows documenting program, and desktop procedures
- Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects
Required Qualifications:
- Solid understanding of data gathering tools; proficient with business intelligence reporting tools
- Handles multiple priorities at once and possesses strong communication skills
- Demonstrates strong leadership qualities and consistently shows initiative
- Demonstrates strong interpersonal skills with high emotional intelligence
- Advanced proficiency in PowerPoint and SharePoint
- Advances proficiency in Excel
- 3+ years of relevant experience
Skills:
- Automation
- Data Mining
- Data Quality Management
- Data Visualization
- Reporting
- Presentation Skills
- Attention to Detail
- Strategic Thinking
- Technical Documentation
- Business Acumen
- Business Process Analysis
- Analytical Thinking
- Executive Presence
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)Pay and benefits informationPay range$82,500.00 - $127,600.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.- Morgan Stanley seeks an Analyst, Client Reporting to deliver timely and accurate client reporting for institutional and wealth management clients. The role emphasizes quantitative analysis, report design using Factset and Excel, and collaboration across departments. Qualified...SuggestedWork at officeRemote work
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