Releady · 1 month ago
Premier Banking Data & Reporting Analyst, Mass Affluent
Chicago, Illinois
Full-time
Hybrid
Senior Level
$58/hr - $58/hr
5+ years expReleady is seeking an experienced Premier Banking Data & Reporting Analyst to support data-driven decision-making within the U.S. Personal & Business Banking organization. The role focuses on delivering accurate insights related to investment sales performance and strategic initiatives within the Mass Affluent segment, requiring strong analytical skills and advanced Excel proficiency.
ConsultingRecruitingStaffing Agency
Responsibilities
Analyze incoming datasets to identify trends, risks, and performance insights related to investment sales and Mass Affluent banking initiatives
Develop, maintain, and enhance advanced Excel-based reports and dashboards to support business and strategic decision-making
Track and report on investment sales performance, metrics, and KPIs
Break down complex strategic problems and translate data into clear, actionable insights and recommendations
Exercise sound judgment to identify, diagnose, and resolve issues within established guidelines and frameworks
Operate independently, managing non-routine and ad-hoc analysis requests with minimal supervision
Collaborate directly with the Hiring Manager and key stakeholders to align reporting outputs with business priorities
Ensure accuracy, consistency, and integrity of all reporting deliverables
Take on additional analytical or reporting responsibilities as business needs evolve
Qualification
Required
5–7+ years of relevant experience in data analysis, reporting, or business analytics
Expert-level Excel proficiency (pivot tables, advanced formulas, lookups, SUMIFS/COUNTIFS, data validation, complex reporting workflows)
Strong analytical and problem-solving skills with a data-driven mindset
Exceptional organizational skills and attention to detail
Ability to work independently and manage multiple priorities effectively
Strong verbal and written communication skills, with the ability to present insights clearly to non-technical stakeholders
Proven collaboration and influence skills across business partners
Post-secondary education in Business, Finance, Economics, Data Analytics, or a related field
Preferred
Experience with MS Access or similar database tools
Previous retail banking experience
Previous investment or wealth management experience
Company
Releady
Releady is a recruitment company that offers staffing, executive search, and project engagement services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Q
Quyen Pham
Co-Founder | President
Company data provided by crunchbase