Sales Quantitative Analyst

Permanent, Fulltime

San Francisco, CA

Introduction

The ideal candidate is entrepreneurial and collaborative with a sharp analytical mind and superior communication skills. The candidate should have a degree in a computational field.

responsibilities

  • Independently partner and work with sales, teammates, other analytics teams across the bank, and other cross functional teams to identify opportunities and implement innovative solutions and operational enhancements using analytical models to increase sales performance and drive revenue.

  • Rapidly develop, execute and implement custom and accessible solutions to fit the sales team’s book of business under the guidance of senior quants and management.

  • Work closely with stakeholders to solve problems quickly and implement something that works “now” while collaborating with team leadership on how to scale solutions for wider adoption.

  • Conduct hands-on data analysis and validation, and develop data reports and predictive models supporting increasing sales and revenue.

  • Use advanced analytics to assess portfolio performance, identify business opportunities, increase sales for individual banking teams, and drive critical business decisions by:

  • Brainstorming data mining strategies; extracting and analyzing credit, and retail and investment banking data; building dashboards, alerts and tools; and producing other tools and solutions.

  • Designing, developing, and deploying self-service reports, scorecards and dashboards based on internal and external data.

  • Research, explore, and enable new quantitative techniques and technologies in data science.

  • Drive thought leadership and embrace emerging industry innovation and best practices.

  • Mentor and support junior resources in technical areas.

  • Create documentation and maintain version control for all deliverables

  • Additional responsibilities may be assigned based on department needs.

requirements

  • A bachelor's degree or higher in a technical discipline (computer science, engineering, mathematics, etc.) 

  • A minimum 2+ years of relevant corporate work experience working on programming, data analytics, quantitative modeling

  • Ability to work effectively in both a team environment and independently, both with internal and external (partner) resources

  • Excellent oral, written communication, interpersonal, facilitation, and organizational skills

  • Must be proficient in Excel and SQL; and experience in Tableau, python, statistical analysis, and R a plus

  • Banking experience is a plus but a candidate that can clearly articulate the transferability of out of industry skills will be considered

  • Previous consulting and Big 4 experience a plus

  • Quick learner and strong analytical and problem solving skills

  • Highly self-motivated, flexible and adaptable with a confident “do the right thing” team player attitude

  • Self-organized and ability to multitask and prioritize varied workload with frequently changing priorities, and deliver in a high pressure environment

  • Ability to make critical decisions and execute with limited information and ambiguity, and work independently and with minimum direction

  • Provides extraordinary service