Data Analyst – Client Intelligence

RBC; Putrajaya; On-site; MYR 60,000 - 100,000; Full time

Job summary

RBC Capital Markets is seeking a Client Intelligence data professional to ensure client hierarchy data integrity, manage CRM records, and deliver data-driven insights to support client strategy. You will work with Salesforce, perform data cleansing, and implement governance workflows in a dynamic Capital Markets environment.

The role emphasizes analytical rigor, collaboration, and proactive problem-solving to advance revenue reporting and strategic decisions.

Qualifications

• 2+ years of professional experience in client data management, trade reconciliations, reporting, or business systems analysis.
• Strong understanding of client hierarchies and their application in financial systems.
• Experience managing client records, account hierarchies, and entity mappings in Salesforce.
• Strong analytical skills to produce actionable insights from cleaned datasets.
• Experience establishing data quality controls, governance frameworks, and SOPs.
• Collaborative, fast-paced, agile work environment experience.
• Attention to detail with data integrity focus.
• Excellent written and verbal communication; translating technical concepts for business audiences.
• Strong critical thinking and investigative abilities to trace root causes and solve data problems.
• Hands-on data analysis, cleansing, aggregation, and workflow automation.
• Advanced Excel skills: pivot tables, formulas, charting, data manipulation.
• Data modeling including hierarchical relationships.
• Bachelor’s degree or higher.

Responsibilities

• Ensure client hierarchy data integrity and remediate issues impacting revenue reporting.
• Manage client records, account hierarchies, and entity mappings in Salesforce.
• Analyze and cleanse datasets to produce actionable insights that inform client strategy.
• Establish and maintain data quality controls and governance frameworks across remediation workflows.

Skills

Analytical skills

Communication skills

Attention to detail

Team collaboration

Critical thinking

Problem solving

Adaptability

Proactivity

Education

Bachelor’s degree or higher

Tools

Salesforce

SQL

Python

Excel

Data modeling

Job description

Job Description

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.

Working Hours : 8.00PM -5.00AM (North America Time Zone)

What will you do?

Ensure client hierarchy data integrity by identifying and remediating issues that impact revenue reporting. Leverage CRM platforms such as Salesforce to manage client records, account hierarchies, and entity mappings. Analyze and cleanse datasets to produce actionable insights that inform client strategy and business decisions. Establish and maintain data quality controls and process governance frameworks to ensure consistency and accountability across remediation workflows.

What do you need to succeed?

Must-Have:

• Minimum 2 years of professional experience in client data management, trade reconciliations, reporting, or business systems analysis
• Strong understanding of client hierarchies and their application in financial systems
• Demonstrable experience working within CRM platforms such as Salesforce, specifically in managing client records, account hierarchies, and entity mappings
• Strong analytical skills with the ability to leverage cleaned datasets to produce actionable insights that inform client strategy and business decisions
• Experience establishing and maintaining data quality controls, process governance frameworks, and standard operating procedures to ensure consistency and accountability across remediation workflows
• Collaborative mindset with ability to work in fast-paced, agile environments
• Ambitious and driven; committed to continuous improvement and innovation
• Passion for data with strong attention to detail with proven ability to identify data inconsistencies and drive to remediate issues
• Strong written and verbal communication skills; ability to translate technical concepts for business audiences
• Strong critical thinking and investigative skills; ability to trace root causes, challenge assumptions, and solve complex data problems with rigor and curiosity
• Hands-on experience with data analysis, cleansing, aggregation, workflow automation
• Advanced Excel skills including pivot tables, formulas, charting, and data manipulation
• Data modelling experience including logical and physical models that represent hierarchical relationships and translate business requirements into data structures
• Bachelor’s degree or higher

Nice-to-Have:

• Familiarity with data governance frameworks or metadata management tools
• Awareness of corporate actions and their impact on client hierarchies
• SQL proficiency including query optimization, complex joins, subqueries, and performance tuning across multiple database platforms
• Practical experience with Python for data analysis and wrangling; ability to write clean, maintainable code
• Knowledge of relational databases and data governance best practices
• Exposure to enterprise data warehouse environments
• Experience working with data architects
• Background in client data management or master data management (MDM) systems

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 mutual
• Work in a dynamic, collaborative, progressive, and high-performing team
• Ability to make a difference and lasting impact

Job Skills

Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork

Additional Job Details

Address:

PERSIARAN IRC 2, IOI RESORT CITY IOI CITY TOWER ONE:PUTRAJAYA

City:

Putrajaya

Country:

Malaysia

Work hours/week:

40

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-17

Application Deadline:

2026-09-30

Note** :** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.