Client Quantitative Analyst I

Bank of America•Tampa, FL

About The Position

The Client Quantitative Analyst I supports analytical initiatives and projects within a line of business or business discipline. The role extracts, integrates, and analyzes data from multiple sources using programming languages, databases, and analytical tools, then transforms the results into metrics, reporting, visualizations, and actionable insights for business decisions. The analyst partners with business stakeholders, analysts, and leaders to understand requirements and priorities, conduct research, and deliver accurate analytical solutions. Within the Business Analytics and Reporting Team in Data, Reporting & Operations Management (DROM), the role supports the design, development, automation, and maintenance of reporting and dashboard solutions. It helps ensure that analytical products meet business, team, enterprise reporting, governance, data management, documentation, and quality standards. The position also supports data validation and risk monitoring, identifies issues and potential risks, and contributes to mitigation strategies and continuous improvement of reporting processes and analytical methods. The role communicates complex findings clearly to technical and non-technical audiences through presentations, reports, dashboards, and visualizations. It works under guidance from other analysts and supervisors on quantitative analysis and research, follows established requirements and quality workflows, and escalates data inconsistencies or gaps when appropriate.

Requirements

  • Bachelor’s degree or higher in finance, mathematics/statistics, computer science, or another quantitative field such as engineering or operations management.
  • Coursework in finance, mathematics/statistics, and/or computer science.
  • At least 1 year of experience as a Data Analyst, in Process/Project Management, or in a similar role in the financial services industry.
  • Ability to use data tools and techniques to find and deliver data from various sources of record.
  • Proven communication skills, including explaining complex data to inform strategic insights and decisions.
  • Ability to collaborate with team members, customers, and subject matter experts to clarify requirements and complete user acceptance testing.
  • Ability to interpret large amounts of data, synthesize multiple analyses into a coherent message, and translate findings into actionable insights using business acumen and analytical skills.
  • Ability to manage multiple priorities and meet project delivery dates.
  • Effective oral and written communication skills to influence outcomes.
  • Ability to work independently and on teams, executing work on time and with precision.
  • Ability to create, review, and monitor requirements documents that support repeatability, business continuity, governance, and audit requirements.
  • Strong technical knowledge of reporting and analytics tools, including JavaScript, Tableau, PowerShell, SQL, Alteryx, Python, PowerQuery, VBA, PySpark, and SharePoint On-premises/SharePoint Online.

Nice To Haves

  • Master’s degree or higher in finance, mathematics/statistics, computer science, or another quantitative field such as engineering or operations management.
  • Knowledge of Agile methodology.
  • Business understanding of Global Operations.
  • Bachelor’s degree in Analytics, Data Science, Computer Science, or equivalent experience.

Responsibilities

  • Extract, integrate, and analyze data using programming languages and tools such as SAS, JavaScript, Alteryx, Python, SQL, Tableau, Power BI, and Spark/Scala, drawing on relational and non-relational databases across on-premises, off-premises, hybrid, and cloud environments.
  • Connect and consolidate data from multiple sources and transform it into meaningful metrics, insights, and business intelligence solutions.
  • Perform quantitative analysis on customer, transaction, operational, and performance data to identify trends, opportunities, risks, and actionable recommendations.
  • Partner with business stakeholders, analysts, and leadership to understand requirements and priorities, conduct research, and deliver accurate analytical solutions.
  • Communicate complex analytical findings clearly to technical and non-technical audiences through presentations, reports, dashboards, and visualizations.
  • Develop, maintain, and enhance reporting and dashboard solutions that provide timely, accurate, and actionable insights.
  • Conduct data validation, quality assurance, comparison, and reconciliation activities; identify and escalate data inconsistencies, gaps, or issues.
  • Support the identification, assessment, and monitoring of data and reporting risks, and help develop mitigation strategies and controls.
  • Follow development, governance, documentation, quality assurance, and workflow standards to support business continuity, regulatory compliance, and operational excellence.
  • Contribute to improvement of reporting processes, automation capabilities, and analytical methods.
  • Collaborate with team members, customers, and subject matter experts to clarify requirements and complete user acceptance testing.
  • Create, review, and monitor requirement documents to support repeatability, business continuity, governance, and audit requirements.
  • Manage multiple priorities and meet project delivery dates while completing independent and team work accurately and on time.
  • Stay current with developments in Bank of America-approved software and applications.
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