Client Intelligence Analytics

Job Summary Ensures accurate client revenue reporting and leverages data to deliver analytical business insights to empower the business to make more informed decisions on its clients and supports its formulation of sales and client strategies Job Description Client Intelligence Analytics What is the opportunity? The RBC Capital Markets Client Intelligence team plays an integral role in support of the firms key strategic client initiatives. The Client Intelligence team is part of the Business Resource Management division which supports all global businesses within Capital Markets including Global Markets Sales & Trading, Corporate Banking & Investment Banking. The CI team is responsible for ensuring accurate client revenue reporting and leverages internal data (revenue, resource utilization, CRM interactions) and external data (competitor benchmarking, client provided scorecards and feedback) to deliver analytical business insights. The data and analytics provided by the CI team empowers the business to make more informed decisions on its clients and supports its formulation of sales and client strategies. The team offers individuals the opportunity to be part of a collaborative, creative and innovative organization with a collective ambition to deliver best-in-class business analytics, data visualizations and client strategy recommendations. What will you do? Leverage various data sources (internal metrics, benchmarking data, client feedback, CRM data) to provide business intelligence and design visualizations in Tableau that highlight actionable client insights in support of strategic business initiatives. Support the annual sales & client planning process and partner with Sales and business management to develop KPIs to track business performance. Coordinate and be responsible for client benchmarking data submissions to external competitor benchmarking vendors. Support the evolution of RBCs client analytics by working on data initiatives the improve client revenue data and enhance client profitability metrics. Support the Sales platforms strategic initiatives to increase revenue and deepen relationships by providing thoughtful client data analysis. Support Senior Relationship Management and Global Sales Managements Global Account Review process by delivering client analytics and performing client opportunity analysis to support the formulation of a client plan to increase client returns. Provide senior leadership client briefs and opportunity analysis ahead of client meetings. What do you need to succeed? Must-have: Advanced proficiency in Tableau dashboards & visualizations, Excel (pivot tables, formulas, charts & graphs), SQL and/or Python Passion for data, analysis and visualizations Demonstrated ability to organize and structure large amounts of data Ability to understand business requirements and design reports, KPIs and/or dashboards to solve business reporting and analytics needs Positive attitude and collaborative work approach; ability to work independently and in a team Ability to multi-task and manage multiple initiatives and priorities Experience managing internal stakeholders or clients Ability to work in fast-paced environment; be agile and flexible to support business needs Strong written & verbal communication skills; ability to communicate confidently and effectively to all levels Influencing skills; ability to build relationships with key internal stakeholders and partners Self-starter, ability to progress and deliver initiatives with little direction / oversight Ambition & drive; doesnt settle for status quo and looks for ways to improve and thinks outside the box Bachelors degree or higher; at least 2 years of work experience in data visualization and analytics Nice to have: Capital Markets experience, knowledge of Global Markets products (Fixed Income, FX, Commodities, Futures and Equities) or Corporate & Investment Banking businesses Experience with client provided ranking and feedback such as scorecards and broker votes Experience working in a trading floor environment Ability to effectively communicate to senior management in a concise manner Strong PowerPoint skills; ability to synthesize large amounts of information to key takeaways and themes Experience in supporting senior leadership and executives Whats in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work and take on greater responsibilities Access to leaders who support your development through coaching and mentoring opportunities Work in a dynamic, collaborative, innovative, and high-performing team Ability to make a difference and lasting impact RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: ROYAL BANK PLAZA, 200 BAY ST:TORONTO City: TORONTO Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2024-10-16 Application Deadline: 2024-12-15 I nclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Location: Toronto, CA

Posted Date: 11/2/2024