Data Analyst – Client Intelligence

RBC Shared Services Malaysia Sdn Bhd; Putrajaya; On-site; MYR 60,000 - 120,000; Full time

Job summary

RBC Capital Markets Malaysia seeks a data management professional to support its Client Intelligence team, ensuring revenue reporting accuracy through CRM data integrity and robust data governance.

You will leverage Salesforce, cleanse datasets, and establish data quality controls to enable informed client strategies in a fast-paced, collaborative environment. Bachelor’s degree and 2+ years’ related experience required; strong Excel, SQL, and Python skills preferred.

Qualifications

• Bachelor's degree or higher in a quantitative field.
• 2+ years of experience in client data management or related.
• Experience with CRM data in financial services.

Responsibilities

• Ensure client hierarchy data integrity to support revenue reporting.
• Leverage Salesforce to manage client records, hierarchies, and entity mappings.
• Analyze and cleanse datasets to produce actionable insights for client strategy.
• Establish data quality controls and governance frameworks for remediation workflows.
• Collaborate in fast-paced, agile environments.

Skills

CRM data mgmt

Salesforce

Data cleaning

Data analysis

Data quality

Process governance

Python

SQL

Advanced Excel

Communication

Education

Bachelor's degree or higher

Tools

Relational databases

Excel

Job description

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.

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

Unlock job insights

Hirer responsiveness Salary match Number of applicants

You live a full life shaped by your ideas. By your family. Career. Community. Your unique place in the world. You want an employer that helps you realize your vision for life with a meaningful career and supports your desire for more.

At RBC, we get it. We’re committed to creating an environment that will help people realize their full potential. Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, RBC is a great place to build your career and life.

It’s your career. Your life. Where do you want to go?

RBC. Make It Yours

You live a full life shaped by your ideas. By your family. Career. Community. Your unique place in the world. You want an employer that helps you realize your vision for life with a meaningful career and supports your desire for more.

At RBC, we get it. We’re committed to creating an environment that will help people realize their full potential. Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, RBC is a great place to build your career and life.

It’s your career. Your life. Where do you want to go?