Quant Analytics Analyst

Quant Analytics Analyst

Job responsibilities

• Searching for collections of behaviors and events that individually are innocuous but collectively indicate a likely next action in order to enable timely, relevant outreach
• Analyzing drivers of advisor performance to understand the relative impact of opportunity, behaviors, and effectiveness on acquisition and deepening outcomes
• Predicting a segment’s unique financial needs within the first 3 months on book to improve engagement and deepening with new clients
• Overlaying customer and channel behaviors across our local markets and branch footprint to determine how to optimize in-person and remote staffing
• Providing expertise as to how data visualization,  algorithms, machine learning, and text analytics/NLP can be leveraged to optimize sales performance
• Creating self-serve tools to access real-time information
• Identifying potential attrition events and determining how early the prediction needs to be made for any counteraction to be effective

Required qualifications, capabilities, and skills

• Bachelor’s / Master's Degree in Mathematics, Statistics, Economics, Engineering, Computer Science, Data or Information Science, or related quantitative analytic field with 1 - 3 years of data science / Quant analytics experience
• Expertise in SAS / Python programming to develop advanced analytical techniques
• Experience in wrangling large, complex datasets, strong database skills and ability to write, optimize and tune complex SQL scripts
• Experience in solving business problems through fact-based and scientific analytics, like to focus on solving problems
• Ability to think both independently and collaboratively to implement creative solutions that solve business problems, being diligent in the detail while maintaining focus on broader purpose and business objectives
• Recognize the stories in the data and tell them in ways that illuminate which customers are likely to do what next
• Comfortable summarizing key information and presenting recommendations to multiple stakeholders to influence senior management

Preferred qualifications, capabilities, and skills

• Familiarity in an insights function at a financial services firm, consulting firm, or a marketing agency
• Experience in a workforce analytics, sales performance analytics, or sales science organization

Expertise of big data disciplines, Agile (s