Job Description Hybrid role; remote and onsite in Jacksonville, FL.
Top 3 Needs for this req
– Data analytics experience, Tableau and be good with Excel KYC Operations plays an integral part in the firm’s first line of defense against financial crime by defining and sustaining Client Record Data for CB/IB through the Know Your Client
– (KYC) lifecycle and working closely with the Business and Anti Financial Crime (AFC) to ensure that their requirements are met to create pristine Client Records.
As a Performance Analyst in our Business Management team, you will be accountable to assist in the delivery of projects within agreed scope and timelines.
You will support in corporate strategy projects, operations improvement, organizational transformation as well as traditional key performance and operational reporting for KYC Operations.
• Create, maintain & enhance regular, periodic & ad hoc MI reports, and Tableau Dashboards; with a focus on Key Performance reporting for management.
• Manage day-today deliverables and progress communication to leadership including issue escalation.
• Keep abreast of reporting technologies to drive efficiency and automation within the current KYC reporting landscape; and possess advanced knowledge of MS Access & Excel, including pivot tables, macros, filtering and sorting; ability to adapt to a constantly changing environment
• Work effectively with key stakeholders using strong influencing skills to ensure the mutually satisfactory resolution of key issues and that the respective responsibilities are understood, agreed, and escalated where required
• Appropriate and confidential handling/sharing of sensitive client data
• Meaningful presentation and commentary of results in Powerpoint