Client Analytics Job Description

Client Analytics Job Description

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Client analytics provides local and remote system support and server administration to the Epic presentation and middle tier layer comprised of Linux, Unix, Microsoft, vmWARE, Citrix and Epic components.

Client Analytics Duties & Responsibilities

To write an effective client analytics job description, begin by listing detailed duties, responsibilities and expectations. We have included client analytics job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain performance databases for internal and external funds
Develop segmentation schema and recommend proactive and differentiated client serving/treatment strategy, to retain the best clients and deepen relationships
Develop analytics capabilities to track, report, and assess strategy and program effectiveness, , developing new measurements and predictive tools and enhancing existing tools
Partner with team members and other teams to enhance PB analytics infrastructure and be hands on with the end-to-end processes
Partner with the service leadership team to improve
Both areas of responsibility require the ability to plan and coordinate projects with internal clients others in the marketing department and external vendor partners
The Risk Solutions team is actively seeking an Associate to help manage a set of pension and insurance clients where BRS provides risk reporting
Actively manage analytic-related client communications – , model releases and enhancements
Assist with the recruiting of interns and graduates the formulation of the training program
Development of creative strategies to attain client objectives and service all accounts that require financial analytics that includes but not limited to plan design modeling, client financial reporting, strategic consultation and ad hoc requests

Client Analytics Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Analytics

List any licenses or certifications required by the position: CFA, PMP, CAMS, KYC, AML, CIPM, RHIA, CSPO, AED, CPR

Education for Client Analytics

Typically a job would require a certain level of education.

Employers hiring for the client analytics job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Statistics, Finance, Mathematics, Computer Science, Economics, Engineering, Business, MBA, Public Health, Science

Skills for Client Analytics

Desired skills for client analytics include:

Various Aladdin tools and their underlying analytical models is desirable
SQL
Databases
Excel
C++
Definite advantage
Microsoft Word
Similar tools
UNIX
PERL

Desired experience for client analytics includes:

Ability to synthesize and work with various data types from a variety of sources, , operational, transactional, financial, survey, third party vendor, and macroeconomic
Bachelor’s Degree (Business, Economics, Mathematics or related field)
Establish then drive the execution of the analytics roadmap for Sales across Fixed Income and Equities globally
Drive strategy and roadmap for client view – analytics, used by Sales Management across products to drive value
Define tools, screens and applications that should be built to execute on the roadmap(s)
The right candidate will define and execute the Sales Analytics strategy

Client Analytics Examples

1

Client Analytics Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client analytics. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client analytics
  • Ensure the continued delivery of monthly and quarterly reports while evaluating opportunities to deliver more value to clients and drive greater internal efficiencies
  • Establish matrix management arrangement with the head of the prepaid key account teams to ensure current client commitments for data and analytics are met
  • Defining and implementing a process for in taking, tracking, fulfilling and extracting value from the more than 600 monthly ad hoc client inquiries
  • Work with the VDM product office to define policies and processes that reduce access to Personally Identifiable Information (PII)
  • Work across the organization to align data definitions, data sources and client scorecards
  • Work with product and operations to develop a proposal (process and policy) for billing clients for ad hoc inquiries
  • Fully evaluate current set of monthly reports and develop recommendations to product groups on which to keep, revise and eliminate
  • Work with account management teams, product and sales to deliver enhanced insights to clients as part of the Quarterly Business Reviews, Executive Meeting and Client Service Quality Awards
  • Work with sales to identify opportunities to add value through analytics to the sales and renewals processes
  • Develop the skills and capabilities to the Data and Analytics team, and the organization more broadly
Qualifications for client analytics
  • 12+ years in a management consulting firm or a data-driven strategy role
  • Industry expertise in marketing analytics and digital marketing, with experience designing data-driven marketing solutions
  • 12+ years in a management consulting firm, a marketing analytics role, or a data-driven strategy role
  • Work with product to provide input to the data strategy for DPS
  • Requires 15+ years’ experience, including 8-10 years’ experience in data and analytics functions, with a minimum of 5 years involved with analytics in the payments industry
  • An analytically focused business person with a deep understanding of the Payments business and a high comfort level working with technology teams
2

Client Analytics Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client analytics. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client analytics
  • Provide performance data to other teams within AIMS and GSAM for client reports and marketing materials
  • Maintain controlled procedures around the performance process
  • Compile analysis and custom reporting for prospective and existing clients
  • Compare fund returns to benchmarks and account targets
  • Assist with regulatory reporting requirements
  • Further grow this team by having a direct hand in identifying and recruiting top talent in the industry
  • Take a hands-on role in helping to design and develop architectures for richer, faster and easier data access
  • Be a thought leader in new types of analytics we can do on behalf of our stakeholders
  • Ensure we maintain a high degree of reliability and accuracy in the data and metrics we publish
  • Collaborate with other leaders to evolve the effectiveness of the larger Streaming Analytics team
Qualifications for client analytics
  • BS/BA or equivalent experience in field incorporating research, analysis and statistics and research, such as market research, marketing, consumer behavior, statistics, mathematics, finance, economics
  • Deep SAS experience
  • Strategic and analytical with ability to synthesize and organize data/information into actionable recommendations with clear customer and shareholder impact
  • Experience in developing and implementing data strategies to drive measureable business results
  • Ability to develop and lead a new team of 5-7 people
  • Demonstrated ability to work cross organizationally in a matrixed organization to build new processes, workflows, policies and functions to collaborate with a range of stakeholders to achieve complex objectives
3

Client Analytics Job Description

Job Description Example
Our company is growing rapidly and is looking for a client analytics. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client analytics
  • Build project work plans and manage projects to complete all activities
  • Performs in-depth analysis of customer’s business and technical requirements and develops clear definition of the appropriate solution including
  • Provide reports & analysis based on data exchanged between different departments/teams
  • Capitalize on key business opportunities and develop strategic profitability initiatives at a client and market level through information analysis and business intelligence
  • Perform client-specific analysis on portfolio data including proprietary information, such as customer demographics, activity, spend levels and financial information
  • Continuously develop and present innovative ideas in order to improve current business practices within the VPS North America team
  • Enhance the sophistication and robustness of the consulting offering through the development of advanced statistical analysis and modeling using the appropriate analytical tools such as SAS and Hadoop
  • Produce, analyze and interpret customer insights, client and market data to deliver relevant actionable recommendations and solutions which improve client performance and drives understanding of client issues
  • Provide thought leadership by generating insights from data analytics, consumer insights/tracking studies that result in incremental revenue and shape business/marketing strategies
  • Contribute ideas in teamwork sessions to identify profitable opportunities for clients and work towards translating them into new value added services
Qualifications for client analytics
  • Strong management and leadership skills with demonstrated experience building and cultivating highly performing teams
  • Ability to evaluate, establish and manage multiple priorities in a complex environment with many competing demands
  • Willingness and ability to lead and work in teams with personnel of all levels to accomplish project objectives
  • Demonstrated ability to work with senior management to affect meaningful change in processes, capabilities and culture
  • Strong commitment to cross organization collaboration to identify and capture wins for the organization
  • Degree in Computer Science or similar analytic field
4

Client Analytics Job Description

Job Description Example
Our company is looking to fill the role of client analytics. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client analytics
  • Compilation and review of fund-level projections regarding returns, capital needs, leverage, revenue, fees, guaranties
  • Extract & analyze customer, product, and revenue data to provide insight into client behaviour, sector performance, and profitability to inform and influence Commercial business strategies
  • Perform analysis using advanced methods and tools to identify opportunities, understand trends, and monitor and evaluate strategy effectiveness
  • Audience measurement within and across channels (incl
  • Cross Channel Response Attribution Analytics & Media Plan Optimization
  • Establishes and implements strategy to meet create external client-centric analytics & reporting, both proactively and by request
  • Proactively communicate and collaborate with Client internal team to complete deliverables on time
  • Builds a data and analytics infrastructure using latest data technologies like SAS, Hadoop
  • Strategic leadership - Be considerate of technology, procedures, process, risk and control being thoughtful of opportunities that will set the team up to be successful over the long-term
  • Ability to understand the Corporate standards with respect to the identification of PEPs associated with our direct clients and related parties
Qualifications for client analytics
  • Experience developing in both Linux and Windows desktop environments
  • Keen focus on data and controls
  • Great communication skills and collaborative spirit, to work with people across a wide range of backgrounds who want to deliver value added applications to the firm quickly
  • Strong passion about integrity of data, controls, and providing a
  • A Keen focus on innovation
  • Experience building and managing small high performing teams
5

Client Analytics Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client analytics. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client analytics
  • Manage and report on the day-to-day progress of all assigned clients
  • Data extraction and analysis for our Analytics Client Service Team
  • Support on the administrative tasks of the Analytics Client Service team
  • Prepare and work on designated projects and recurrent tasks determined by the Analytics Client Service members
  • Handle basic client requests and help the analytics team document cases
  • Participate on designated recurrent projects for the Coverage organization
  • Help the team answering client calls
  • This is a full time 1-year internship
  • Provide value added support effectively and efficiently, demonstrating effective knowledge and use of all data, reporting and tools available to the team for both report generation and deep dive analysis (Business Objects, QV Dashboards, DataMart access )
  • Proactively demonstrate ability to go beyond the surface of the data results to provide value added analysis and recommendations
Qualifications for client analytics
  • Experience with data visualization tools, such as Tableau, Qlikview, or similar
  • Open-source software development experience
  • At least 1 year experience in overall programming / web development in object-oriented programming languages
  • At least 1 year experience in developing web services using Java
  • At least 1 year experience in JavaScript/HTML
  • At least 1 year experience in Java Middleware (Webservice, Core Java)

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