Client Intelligence Analytics

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

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