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Wealth Reporting & Analytics Senior Analyst

This role is not eligible for visa sponsorship, meaning you will need to be able to secure and maintain  work authorization without the need for a written submission by the company to the government agency, or the need for the company to make an entry as the immigration employer of record (e.g., STEM OPT training plan, I-20 Form endorsed for CPT, TN employer, etc.)

OVERVIEW:

Responsible for conducting strategic and ad hoc analyses / report development across the Wealth Management Division to answer critical business questions and provide Wealth Management leadership insight into their businesses. This senior analyst role should be able to work as part of a team as well as independently with their business partners.

POSITION RESPONSIBILITIES:

  • Develop and direct a variety of fact-based analyses that aid Senior Management in making decisions related to their businesses.

  • Leverage business knowledge to not only provide insight to our partners but ask focused questions and provide credible challenge to produce the most meaningful reports and analyses.

  • Develop creative approaches and methodologies to answer critical business questions, evaluate new product and service opportunities and assess market potential.

  • Provide actionable and insightful recommendations from data mining, segmentation, customer profiling, and quantitative analyses with the goals of identifying acquisition, cross-sell, and retention opportunities.

  • Collaborate with partners across the Wealth Management division to provide data driven insight and reporting to all levels of Wealth Management Leadership, Leadership Committees and Boards.

  • Interpret results of analyses, translate insights into actionable recommendations, present the insights and recommendations to senior management and work closely with business partners to integrate and operationalize the recommendations in the business strategies, plans, and tactics.

  • Leverage expert business intelligence (BI) and analytic platform skills (e.g. SQL, SAS, Python, Tableau Prep, Tableau) on one or more platforms to incorporate advanced calculations, develop more advanced data flows and assemble complex consolidated dashboards/reports/analyses for presentations.

  • Use knowledge of programming languages to query, structure, and model data, as needed, for use in dashboards/reports and analyses.

  • Mentor less experienced team members in the use of dashboard/report templates, data visualization best practices and facilitate learning opportunities.

  • Participate in gathering visualization requirements from business stakeholders.

  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.

  • Complete other related duties as assigned.

MANAGERIAL/SUPERVISORY RESPONSIBILITY:

None

    MINIMUM QUALIFICATIONS REQUIRED:

    Bachelor’s degree in a relevant discipline, and a minimum of 5 years of related experience, or in lieu of a degree, a combined minimum of 9 years higher education and/ or work experience, including a minimum of 5 years related experience

    Bachelor’s degree in a relevant discipline, and a minimum of 5 years of related experience, or in lieu of a degree, a combined minimum of 9 years higher education and/ or work experience, including a minimum of 5 years related experience.

    • Tactical experience with a minimum of one data visualization tool and/or analytic programming language.

    • Experience using Structured Query Language (SQL) or similar data language to analyze, extract, and transform data.

    • Experience designing and developing advanced dashboards/reports and data visualizations.

    IDEAL QUALIFICATIONS PREFERRED:

    • Tactical experience with multiple data visualization tools and or analytic programming languages.

    • Significant experience in, and/or knowledge of, the Wealth Management business.

    • Strong communications skills with ability to translate highly technical concepts to less technical partners and leaders.

    • Prior experience or educational background in statistical analysis, quantitative analytics, or data science, such as regression analysis and modeling.

    #LI-LA1

    #wealthmanagement

    M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $97,869.52 - $163,115.87 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

    Location

    Buffalo, New York, United States of America

    Average salary estimate

    $130492 / YEARLY (est.)
    min
    max
    $97869K
    $163115K

    If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

    What You Should Know About Wealth Reporting & Analytics Senior Analyst, MTB

    Join M&T Bank as a Wealth Reporting & Analytics Senior Analyst in beautiful Buffalo, NY! In this exciting role, you will dive deep into the strategic and ad hoc analyses that drive decision-making across our Wealth Management Division. Your expertise will be vital in developing insightful reports that help our leadership understand and expand their businesses effectively. Whether you prefer to collaborate with a team or take the lead in independent projects, your ability to ask the right questions and challenge existing narratives will set you apart. You'll utilize your analytical prowess with tools like SQL, SAS, Python, and Tableau to create advanced dashboards and reports, translating complex data into actionable insights. Your responsibility will include recommending strategies for acquisition and retention efforts, helping us identify new market opportunities. We're looking for someone who is not only fluent in data visualization techniques but is also passionate about mentoring others in this space. As you present your findings to our leadership, your strong communication skills will shine as you make data accessible to all stakeholders. Note that this position does not offer visa sponsorship, so candidates must secure their own work authorization. If you're ready to make an impact and further your career in a dynamic environment, we want to hear from you!

    Frequently Asked Questions (FAQs) for Wealth Reporting & Analytics Senior Analyst Role at MTB
    What are the responsibilities of a Wealth Reporting & Analytics Senior Analyst at M&T Bank?

    As a Wealth Reporting & Analytics Senior Analyst at M&T Bank, your key responsibilities include conducting strategic analyses, developing insightful reports, and collaborating with partners to provide data-driven insights. You will leverage your expertise in BI tools and programming languages to create advanced dashboards and reports that support our Wealth Management leadership in decision-making processes, while also mentoring less experienced team members.

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    What qualifications are required for the Wealth Reporting & Analytics Senior Analyst position at M&T Bank?

    To qualify for the Wealth Reporting & Analytics Senior Analyst role at M&T Bank, you need a Bachelor’s degree in a relevant field and at least 5 years of corresponding experience. Alternatively, a combination of at least 9 years of higher education and work experience is acceptable. Experience with SQL, data visualization tools, and a background in statistical analysis is also essential to succeed in this role.

    Join Rise to see the full answer
    What technical skills are necessary for the Wealth Reporting & Analytics Senior Analyst at M&T Bank?

    A Wealth Reporting & Analytics Senior Analyst at M&T Bank should possess strong technical skills, including proficiency in SQL or a similar data language, experience with data visualization tools like Tableau, and knowledge of analytic programming languages such as SAS and Python. These skills will be instrumental in developing complex data flows and insightful dashboards to inform business strategies.

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    How does M&T Bank support career development for a Wealth Reporting & Analytics Senior Analyst?

    M&T Bank is committed to fostering employee growth and development. As a Wealth Reporting & Analytics Senior Analyst, you'll have opportunities to mentor less experienced team members and participate in learning sessions focused on data visualization best practices. The culture at M&T promotes continuous personal and professional advancement within a collaborative environment.

    Join Rise to see the full answer
    What is the salary range for the Wealth Reporting & Analytics Senior Analyst role at M&T Bank?

    The salary range for the Wealth Reporting & Analytics Senior Analyst position at M&T Bank is between $97,869.52 and $163,115.87 annually. The specific compensation will be determined based on your individual qualifications, including your experience and skill set.

    Join Rise to see the full answer
    Common Interview Questions for Wealth Reporting & Analytics Senior Analyst
    Can you explain your experience with data visualization tools relevant to the Wealth Reporting & Analytics Senior Analyst position?

    When discussing your experience with data visualization tools, be specific about which tools you've used, such as Tableau or Power BI. Highlight particular projects where you analyzed data and created visual representations that influenced business decisions. Show how your technical skills directly contributed to the analysis and how you presented your findings to various stakeholders.

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    How do you prioritize multiple analysis requests from different teams within the Wealth Management Division?

    To effectively prioritize multiple analysis requests, I focus on stakeholder communication and understanding the business impact of each request. I would assess the urgency and significance of the analyses relative to business objectives, ensuring that the most critical tasks are completed first. Additionally, employing project management tools can also help streamline workload and keep everything organized.

    Join Rise to see the full answer
    Describe a time you provided actionable recommendations based on data analysis.

    In response to this question, recount a specific instance where your analysis led to concrete recommendations. Explain the data you analyzed, the insights you uncovered, and how your suggestions were implemented. Emphasize the impact your recommendations had on the business, such as an increase in customer acquisition or retention.

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    What is your experience with programming languages in data analysis tasks?

    Discuss your proficiency in programming languages like SQL, SAS, or Python. Share how you used these languages in data extraction, transformation, and analysis. Provide examples of projects where your programming capabilities shaped the analysis outcome and led to impactful visual insights in your reports.

    Join Rise to see the full answer
    How would you approach a situation where your analysis contradicts the intuition of senior management?

    In dealing with conflicting analysis and management intuition, it's crucial to remain diplomatic and present your findings calmly. Focus on the logical reasoning backed by your data. Use clear visualizations and detailed explanations to convey your points, while being open to dialogue about their viewpoints. Such interactions can often lead to stronger strategies.

    Join Rise to see the full answer
    What steps do you take to ensure accuracy in your reporting and analyses?

    To ensure accuracy, I implement a structured data validation process before finalizing any reports. This includes cross-referencing data sources, conducting sanity checks, and reviewing analyses with peers for feedback. Detailed documentation of my methods and findings also aids in maintaining transparency and accuracy.

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    Can you provide examples of KPIs you have developed in previous roles?

    In previous positions, I have developed various KPIs such as customer acquisition costs, retention rates, and the effectiveness of marketing campaigns. Use specific examples to illustrate how you tracked these KPIs using data visualization tools, translating them into actionable insights for management.

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    How do you stay updated with trends in data analysis and wealth management?

    Staying current with industry trends is critical. I regularly read industry publications, participate in webinars, and engage in online forums focused on wealth management and data analytics. Additionally, being part of professional networks and attending conferences helps me gather insight into best practices and technological advancements.

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    What do you consider when developing a new dashboard for key stakeholders?

    When creating a new dashboard, I consider the specific needs of the stakeholders, ensuring that the data visualizations align with their business objectives. I involve them in the requirement-gathering phase to understand what metrics are most important. Usability is also vital, so I focus on clean, intuitive designs that convey information effectively.

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    What methodologies do you utilize for market analysis and opportunity assessment?

    I employ various methodologies such as SWOT analysis, PEST analysis, and competitor benchmarking when assessing market opportunities. I rely on both qualitative and quantitative data to provide a comprehensive view of potential markets and assess their attractiveness based on our capabilities and strategic goals.

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    Work/Life Harmony
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    Fast-Paced
    Collaboration over Competition
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    Passion for Exploration
    Customer-Centric
    Reward & Recognition
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    Rapid Growth
    Medical Insurance
    Paid Time-Off
    Maternity Leave
    Mental Health Resources
    Equity
    Paternity Leave
    Fully Distributed
    Flex-Friendly
    Some Meals Provided
    Snacks
    Social Gatherings
    Pet Friendly
    Company Retreats
    Dental Insurance
    Life insurance
    Health Savings Account (HSA)
    MATCH
    Calculating your matching score...
    FUNDING
    DEPARTMENTS
    SENIORITY LEVEL REQUIREMENT
    TEAM SIZE
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    HQ LOCATION
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    EMPLOYMENT TYPE
    Full-time, on-site
    DATE POSTED
    April 8, 2025

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