Business Analyst, Retail Banking

Role Type: Contractor

Dates: December 1 – January 31 (potential to extend depending on business need)

Hours per week: 40 (working hours are flexible, need to attend regular team meetings on US East Coast time)

Location: US or UK Remote

Datos Insights is an insights and advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them.

We are seeking a contractor to join our Special Projects team as a business analyst. In this engagement, you will collaborate with research leaders on a new benchmarking initiative including concept design, requirements development and testing, and data analysis. This engagement involves analyzing financial data, monitoring performance metrics, and providing insights to support strategic decision-making.

Interested and qualified? To apply, please send your resume to [email protected].

Responsibilities: • Compiling business requirements such as bank financial metrics to support the development of a new financial services benchmarking product • Communicating with multiple stakeholders to define project objectives, timelines, and milestones • Assisting domain experts with project concept development • Obtaining, aggregating, and cleaning data • Preparing data output for analysis

Requirements: • 2 to 5 years of project management or product development experience • Bachelor’s degree in Finance, Economics, Accounting, or related field • 3+ years of financial analysis experience, preferably in retail banking • Advanced Excel skills and proficiency in financial modeling • Strong knowledge of banking products and key performance indicators (KPIs) for retail banking operations • Experience with financial reporting systems and databases • Excellent analytical and problem-solving abilities • Experience partnering with senior executives in scoping, planning, and execution of key initiatives • Experience in product research, prototyping, and A/B testing capabilities • Understanding of bank or credit union financial statements and reporting • Familiarity with quarterly Statement of Condition (Call Report) reporting to the FDIC or NCUA • Experience with retail banking products’ performance and profitability analysis

Desired, but not required:
• Experience and skills in benchmarking analysis
• Experience with developing financial models for new product initiatives
• Experience with research in a business context

Preferred Qualifications: • Master’s degree in Finance or MBA • CFA certification or progress toward completion • Experience with SQL and data visualization tools • Knowledge of regulatory requirements (Basel III, Dodd-Frank)

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