Principal Data Analytics & Intelligence Specialist- Private Banking
About The Position
The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding complex data management projects. This role involves developing advanced data strategies, ensuring data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and analytics teams to integrate data, derive insights, and enable intelligent decision-making. This specialist will play a critical role in deployment of the PB analytics strategy, leveraging modern technologies to power personalized insights, operational intelligence, and predictive capabilities.
Requirements
- 8+ years of experience in Private / Consumer Banking, Commercial Banking, data and analytics.
- High level understanding of PB deposits, loans, and lending products
- Experience translating business needs into analytical requirements and insight-driven solutions.
- Hands-on experience with data analysis tools (SQL, Python, R, Tableau, Power BI, etc.).
- Familiarity with agentic AI concepts and its application to client intelligence and personalization.
- Strong stakeholder engagement skills; able to work across PB business, engineering, analytics, and enterprise teams.
- Bachelor's degree in Data Analytics, Computer Science, or a similar technical field.
Nice To Haves
- Knowledge of core banking systems, loan origination platforms, and enterprise data platforms.
- Understanding of PB client segmentation, relationship-tiering, and cross-business interactions.
- Experience with AI/ML analytics pipelines and agent-based intelligence frameworks.
Responsibilities
- Become the go-to SME on PB products and offerings, including: Deposits: structures, flows, pricing, and profitability Consumer Loans: mortgages, personal lending, HELOCs Commercial Lending: CRE, C&I, and relationship-based facilities Specialty Lending: tailored UHNW financing, securities-backed lending
- Understand data flows across PB, Wealth, and Commercial and how these intersect for unified relationship views.
- Define critical product and transactional data attributes to support reporting, analytics, and cross-business insights.
- Partner with business and analytics teams to define insights and intelligence needs for: Deposit performance and balance behaviors Loan utilization, repayment trends, and risk drivers Client and household profitability analysis Cross-business opportunities with Wealth and Commercial
- Work with analytics teams to design dashboards, KPIs, and predictive models that enable real-time decision-making.
- Collaborate with AI specialists to enable agentic AI capabilities for personalized recommendations and intelligent client engagement.
- Define data quality expectations and partner on validation processes to ensure accuracy and completeness.
- Work with data engineering to ensure PB data is accurately ingested, transformed, and unified in the PB data platform.
- Partner with the Wealth data team to align product, client, and household views across PB and Wealth domains.
- Actively engage with enterprise AI, analytics, and digital experience teams to enable PB-led innovation.
Benefits
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Industry
Management of Companies and Enterprises
Number of Employees
5,001-10,000 employees
