Sr Data Scientist

About the position

The Sr. Data Scientist on the Client Insights and Analysis Team will serve as a primary insights provider for the Wealth Management business channel. The primary responsibility of the Sr. Data Scientist on the Client Insights and Analysis Team is to work with business decision-makers to identify business issues and objectives, explore data mining and model building opportunities, build statistical models, present analytical results and models, and provide actionable insights. The Sr. Data Scientist on the Client Insights and Analysis Team will act as a senior member of the team who will assist his/her manager in exploring analytical opportunities, consulting on analytical work of the team and being a coach for other team members. Strong entrepreneurial spirit, interpersonal skills, consultation skills, client management skills, and analytical skills are key to the success for the Sr. Data Scientist role on the Client Insights and Analysis team.

Responsibilities

• Actively participate in client-based cross-functional teams: represent data science profession on client-based cross-functional teams; identify business issues and resulting research needs; participate in client team project planning; fulfill identified team responsibilities.
• Consult with decision-makers to identify business objectives, data sources and analytical methodology: work independently or with other analysts to identify and define business issues and goals, convert them into appropriate analytical objectives and strategies.
• Provide research design and analysis, engage in data science and model building: based on identified needs, analyze database information or 3rd party data sources in response to data analysis requests. Identify and implement appropriate design and analysis, explore data sources to uncover useful information to help business clients in their decision making.
• Create research design, measurement for clients in business execution.
• Provide analysis reports and give proper interpretation to clients.
• Build models to meet clients' objective using available data sources.
• Report analytical results and recommendations to business clients.
• Provide support for Client Insights and Analysis team; consult on data science and model building issues.
• Help team development, be a coach for other analysts.
• Act as single point of contact for business partner and address their needs with minimal guidance from manager.
• Responsible for training and maintaining scoring mechanisms that drive our Next Best Action/Lead Management programs including Client Engagement, Interest and Lifetime Value Scoring.
• Act as data steward for critical Distribution data sets such as those provided by key firm partners.
• Participate in professional development.

Requirements

• Master's or PhD degree in Statistics, Mathematics, Computer Science, or other analytical related field required.
• Excellent problem solving, analytical and quantitative analysis skills.
• Experience with Python or other statistical software language/application.
• Experience with AWS and its Data Science stack (Sagemaker, Glue, Athena, etc.).
• Experience with SQL in data warehouse environment.
• Working knowledge of Microsoft Office applications.
• Minimum 5 years data analysis experience.
• Excellent interpersonal, verbal and written communication skills.
• Experience working with senior management in presenting reports/making recommendations.
• Ability to work independently and as a member of a team.
• Ability to analyze data and translate results into actionable insights.
• Ability to communicate clearly and concisely, both verbally and in written form.
• Ability to prioritize work and manage multiple requests concurrently.
• Highly motivated self-starter with the ability to determine priorities, to plan, organize and follow through on assignments.
• Must be customer focused.
• Ability to learn technical software applications and statistical techniques.
• Professional attitude and appearance.
• Ability to translate business issues into data analysis objectives.
• Understands latest techniques in statistical data analysis.

Nice-to-haves

• Knowledge of Financial Services industry or Direct to Consumer, ideally of the Asset Management space.
• 5+ years of experience building and implementing statistical models.
• 2+ years of experience managing projects, programs or vendors.

Benefits

• Employees are required to be in the office on a scheduled frequency.
• Adherence to this schedule is essential to fulfilling the expectations of the role.