Business Data Analyst

Location:

The purpose of this position is to support the Key Private Bank (KPB) Family Wealth Consulting Team (FWCT) in delivering a suite of sophisticated planning solutions, including our advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer and investment management. Specifically, the Analyst will assist the FWCT members in the creation and preparation of reports and presentations. As a member of the Family Wealth Consulting Team, this position is responsible for the supporting the FWCT in delivery of services to clients and prospects in pursuit of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families. This position has direct responsibility to support the Sr. Business Data Analyst and FWCT’s efforts to provide consultative expertise to our largest families and is responsible for leading the development of the wealth strategy for new Family Wealth clients.

Essential Job Functions

• Gathering, interpreting and analyzing data
• Prepare and generate various business transition planning reports, spreadsheets and presentations to the relevant team members and management
• Understands what differentiates FW and develops a unique sales approach that differentiates FW from the rest of the marketplace
• Assist in monitoring and reporting on various KPBs FW solution and client experience (the comprehensive bundling of services/advice including tax, estate planning, risk management, objective financial counsel, trusteeship, lifestyle management and coordination of professionals for ultra-high net worth families)
• Maintain day-to-day data needs of KPB’s CRM system (Salesforce).
• Support Sr. Business Analyst with data entry needs and best practices related to KPB’s CRM system (Salesforce)
• Support the planning and analysis of complex business data usage problems and can anticipate and solve data capturing issues
• Compile reports for FSWT members ensuring accuracy and timeliness of reports
• Ability to effectively communicate and present solutions to FWCT members.
• Engage with business partners as necessary to organize and analyze data, data trends, and issues
• Engage with FWCT members to identify and support business transition projects

Required Qualifications

• A minimum of a undergraduate bachelor’s degree.
• Strong organization and time management skills. Additionally, the job will require analytical skills, communication skills, attention to detail, and problem solving.
• Strong interpersonal skills to effectively communicate across lines of businesses to identify and resolve issues in a timely fashion.
• Exposure to data integration a plust but not required
• Basic Knowledge:
  • Intermediate skill level with Microsoft Excel and PowerPoint

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability , veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected] .