Client Quantitative Analyst I

Merrill; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

Bank of America in Charlotte, NC seeks a data analytics professional to support analytical work across business lines. You will acquire client and performance data, transform it into meaningful insights, and deliver findings to leaders to drive informed decisions.

Responsibilities include data extraction with SQL/SAS/Python, transforming data for meaningful values, and presenting results using Tableau, PowerPoint, and Excel. Collaboration with partners to meet priorities is essential.

Qualifications

• Proficient in querying and data manipulation using SQL, SAS or Python.
• Experience transforming data into actionable insights for business decisions.
• Ability to create clear data visuals and present findings to non-technical stakeholders.

Responsibilities

• Supports analytical projects by researching data sources and applying established methodologies.
• Extracts, prepares, and validates data using SQL, SAS, and Python.
• Integrates data from multiple sources to build reliable datasets and insights.
• Performs quantitative analyses to identify trends and support decision-making.
• Communicates findings effectively via presentations, dashboards, and reports.

Tools

SQL

SAS

Python

Spark/Scala

Tableau

Excel

PowerPoint

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline. Key responsibilities include leveraging databases to acquire client and performance data, transforming extracted data into meaningful insights and trends, and delivering those insights to leaders to make complex business decisions. Job expectations include working with business partners to understand, coordinate, and deliver agreed upon priorities while communicating complex data outputs and delivering the appropriate summary and data required.

Responsibilities

• Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms
• Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights
• Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors, based on questions provided by business partners, and provides actionable insights for business partners to make informed decisions.
• Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources to provide appropriate deliverables
• Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau
• Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership
• Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity

Line of Business Description

This job is responsible for supporting analytical work efforts for a Line of Business or business discipline. Key responsibilities include acquiring, integrating, and analyzing client and performance data, transforming data into meaningful insights, and communicating findings that support business decision-making. Job expectations include partnering with business stakeholders to understand priorities, supporting analytical projects, and delivering accurate, actionable information through data-driven analysis.

Responsibilities

• Supports analytical projects by researching data sources, executing established methodologies, and delivering results according to defined requirements and timelines.
• Extracts, prepares, validates, and manages data using analytical tools and programming languages such as SQL, SAS, and Python.
• Integrates and transforms data from multiple internal and external sources utilizing technical, business, and process knowledge to create reliable datasets and meaningful business insights.
• Performs quantitative analyses on client, transaction, and performance data to identify trends, answer business questions, and support informed decision-making under the guidance of senior analysts and managers.
• Communicates analytical findings and recommendations effectively to technical and non-technical audiences through presentations, reports, dashboards, and other business communications using tools such as PowerPoint, Word, Excel and Tableau.
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