Datos Insights is an insights and advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them.
We are seeking a contractor to join our Special Projects team as a business analyst. In this engagement, you will collaborate with research leaders on a new benchmarking initiative including concept design, requirements development and testing, and data analysis. This engagement involves analyzing financial data, monitoring performance metrics, and providing insights to support strategic decision-making.
Interested and qualified? To apply, please send your resume to [email protected].
Responsibilities:
- Compiling business requirements such as bank financial metrics to support the development of a new financial services benchmarking product
- Communicating with multiple stakeholders to define project objectives, timelines, and milestones
- Assisting domain experts with project concept development
- Obtaining, aggregating, and cleaning data
- Preparing data output for analysis
Requirements:
- 2 to 5 years of project management or product development experience
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- 3+ years of financial analysis experience, preferably in retail banking
- Advanced Excel skills and proficiency in financial modeling
- Strong knowledge of banking products and key performance indicators (KPIs) for retail banking operations
- Experience with financial reporting systems and databases
- Excellent analytical and problem-solving abilities
- Experience partnering with senior executives in scoping, planning, and execution of key initiatives
- Experience in product research, prototyping, and A/B testing capabilities
- Understanding of bank or credit union financial statements and reporting
- Familiarity with quarterly Statement of Condition (Call Report) reporting to the FDIC or NCUA
- Experience with retail banking products’ performance and profitability analysis
Desired, but not required:
- Experience and skills in benchmarking analysis
- Experience with developing financial models for new product initiatives
- Experience with research in a business context
Preferred Qualifications:
- Master’s degree in Finance or MBA
- CFA certification or progress toward completion
- Experience with SQL and data visualization tools
- Knowledge of regulatory requirements (Basel III, Dodd-Frank)