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 firm’s 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 RBC’s client analytics by working on data initiatives the improve client revenue data and enhance client profitability metrics.Support the Sales platform’s strategic initiatives to increase revenue and deepen relationships by providing thoughtful client data analysis.Support Senior Relationship Management and Global Sales Management’s 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:

Passion for data, analysis and visualizationsDemonstrated ability to organize and structure large amounts of dataAdvanced proficiency in Tableau dashboards & visualizations, Excel (pivot tables, formulas, charts & graphs), SQL and/or PythonAbility to understand business requirements and design reports, KPIs and/or dashboards to solve business reporting and analytics needsPositive attitude and collaborative work approach; ability to work independently and in a teamAbility to multi-task and manage multiple initiatives and prioritiesExperience managing internal stakeholders or clientsAbility to work in fast-paced environment; be agile and flexible to support business needsStrong written & verbal communication skills; ability to communicate confidently and effectively to all levelsInfluencing skills; ability to build relationships with key internal stakeholders and partnersSelf-starter, ability to progress and deliver initiatives with little direction / oversightAmbition & drive; doesn’t settle for status quo and looks for ways to improve and thinks outside the boxBachelor’s 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 businessesExperience with client provided ranking and feedback such as scorecards and broker votesExperience working in a trading floor environmentAbility to effectively communicate to senior management in a concise mannerStrong PowerPoint skills; ability to synthesize large amounts of information to key takeaways and themesExperience in supporting senior leadership and executives

​​​​​​​What’s 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 mutualA comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging work and take on greater responsibilitiesAccess to leaders who support your development through coaching and mentoring opportunitiesWork in a dynamic, collaborative, innovative, and high-performing teamAbility to make a difference and lasting impact

The good-faith expected salary range for the above position is $110,000- $150,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.  This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s 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 RBC’s 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, Taking Initiative, Teamwork

Additional Job Details

Address:

BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK

City:

New York

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-08-22

Application Deadline:

Inclusion 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.
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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.

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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.