Leverage advanced analytics to profile key characteristics of successful advisors to inform hiring decisions. Influence decision-making by providing financial or statistical analyses that lead to solutions for advisor risk, making recommendations for action as appropriate. Lead projects from design through implementation and monitoring. Help design and build financial based models and tools for complex risk analysis across the advisor population to help accomplish goals and objectives.
Use modern-day statistical techniques such as survival analysis, Bayesian Analysis, high-dimensional data reduction, mixed models and stochastic processes to conduct life history analytics to profile advisor risk characteristics and outcomes.
Identify key traits of successful advisors to improve hiring decisions and ramp-up of advisor production and inform financial and balance sheet reserve assumptions. Identify issues and/or recommend courses of action and mitigation opportunities. Ensure accurate and appropriate report design. Resolve reporting issues as they arise. Provide detailed and complete understanding of drivers that influence advisor performance.
Analyze results and identify trends and opportunities by incorporating company and industry knowledge and sound analytical concepts. Evolve analytics to ensure actionable for key business questions. Identify areas requiring further analysis and deliver deep dive analytics including proactively recommending solutions.
Present results of analysis and/or recommendations to business partners, and Finance leaders. Communicate key finding and priorities to appropriate partners.
5-7 years of experience in a finance or quantitative risk role Bachelor's degree or equivalent with focus in finance, math, statistics, economics or quantitative field Strong relationship and communication skills in working with colleagues Proficient in R or Python and AWS data storage solutions
Knowledge of the mathematics and statistics of analytical and machine learning models
Knowledge and experience in Julia or C++
Understanding of analytic development, testing, and production life cycle.
In-depth knowledge of financial services industry with a focus in risk and ability to articulate key concepts to others.
Strong relationship and communication skills in influencing across multiple business areas on recommendations and analysis results and the ability to clearly articulate complex analytical concepts.