Digital Client Services - Product Associate

You are a strategic thinker passionate about driving solutions through data, analytics, and client-focused innovation. You thrive in fast-paced environments, enjoy solving complex business challenges, and are energized by working across business, operations, technology, and AI/ML teams.

As a Business Analyst within our Digital Client Services (DCS) Product Team, you will spend each day defining, refining, and delivering data-driven products that improve operational performance and client experience. You will play a key role in the development of SONIC, our client analytics platform, by partnering with stakeholders to transform data into actionable insights and measurable business outcomes.

Job Responsibilities

• Partner with business and data owners to identify, define, and deliver key metrics that measure operational performance and client experience.
• Gather, analyze, and document business requirements, processes, risks, issues, and data flows to support product delivery.
• Perform business and data analysis to uncover trends, opportunities, and actionable insights.
• Define and maintain data taxonomy, business rules, and data requirements across functional teams.
• Develop dashboards, reports, and visualizations that support strategic decision-making.
• Create rapid prototypes and proof-of-concepts to validate solutions and accelerate product development.
• Generate data-driven insights through historical analysis, trend identification, and performance measurement.
• Collaborate with business, operations, technology, and design teams to deliver innovative client service solutions.
• Partner with AI/ML and data science teams to enhance analytics capabilities and product offerings.
• Support end-to-end product delivery, testing, implementation, and change management activities.
• Influence stakeholders and drive successful deployment of analytics products across global teams.

Required Qualifications, Capabilities and Skills

• Bachelor's degree in a quantitative discipline such as Engineering, Mathematics, Statistics, Computer Science, Economics, Finance, or a related field.
• Minimum 5 years of experience in a financial services organization.
• Strong analytical and problem-solving skills with experience translating business needs into data-driven solutions.
• Advanced proficiency in Microsoft Excel for data analysis and reporting.
• Hands-on experience using Alteryx and Tableau for analytics and visualization.
• Intermediate to advanced SQL skills with experience querying and analyzing large datasets.
• Experience performing business analysis, data mining, and data interpretation.
• Ability to work independently while managing multiple priorities and stakeholders.
• Excellent written and verbal communication skills with the ability to explain complex concepts clearly.
• Proven ability to build trusted partnerships and influence stakeholders without direct authority.
• Experience supporting product delivery, experimentation, and continuous improvement initiatives.

Preferred Qualifications, Capabilities and Skills

• Experience with Python or R for analytics, automation, or statistical analysis.
• Exposure to AI and Machine Learning concepts and working with data science teams.
• Experience in rapid prototyping, experimental design, or agile product development environments.
• Knowledge of client experience measurement and service performance analytics.
• Familiarity with data architecture, data governance, and data quality frameworks.
• Experience developing analytics products or business intelligence solutions.
• Advanced degree in a quantitative or business-related discipline is a plus.

Skills Required
Microsoft Excel, Alteryx, Sql, Tableau, Python