Private Client Analytics & AI Specialist

Bankwell; New Canaan (CT); On-site; USD 85,000 - 110,000; Full time

Job summary

Bankwell in Connecticut seeks a strategic Business Analyst for the Private Client Group to partner with the Head of Private Client Group, delivering analytics, BI reporting, and portfolio analysis in a fast-paced banking environment.

You will build dashboards, support forecasting and budgeting, and leverage AI tools to automate reporting, enhancing decision-making while coordinating executive communications and scheduling.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Analytics, Data Science, or a related field.
• 2–5 years of experience in commercial banking, financial services, business analytics, or a related support role.
• Advanced Microsoft Excel skills, including pivot tables, Power Query, lookup functions, dashboard development, and financial modeling.
• Proficiency with Power BI, Tableau, or similar business intelligence platforms.
• Demonstrated proficiency with AI and automation tools (e.g., Microsoft Copilot, ChatGPT, or similar), including practical experience applying AI to analytics, reporting, or administrative workflows.
• Strong PowerPoint and presentation development skills.
• Experience Working With CRM Systems And Lending Platforms Preferred.
• Exceptional organizational and project management skills.

Responsibilities

• Develop and maintain commercial lending and deposit dashboards, scorecards and KPI reporting, determine dashboard methodology, data sources, and KPI definitions.
• Analyze loan production, pipeline activity, deposits, portfolio concentrations, credit quality metrics, and profitability trends, exercising judgment in identifying which trends warrant escalation to leadership.
• Prepare executive-level presentations, reports, and management summaries for senior leadership and Board reporting purposes.
• Prepare draft term sheets, including facility descriptions, pricing, covenants, and related structuring language, applying professional judgment to recommend structuring approaches for review by the Head of Private Client Group and Credit.
• Identify trends, opportunities, and risks within the portfolio through data analysis, and recommend a course of action based on that analysis.
• Support forecasting, budgeting, and strategic planning initiatives — including developing underlying assumptions and modeling approaches.
• Create automated reporting solutions to reduce manual processes and improve efficiency, with discretion over tool selection and design.
• Own CRM, pipeline management, and business development reporting.
• Monitor lender productivity, portfolio growth, and client activity metrics.
• Perform ad hoc analysis to support lending decisions, strategic initiatives, and special projects.

Skills

Advanced Excel

Power BI

Tableau

AI tooling

CRM systems

Lending platforms

Education

Bachelor’s degree in Finance, Economics, Accounting, Business Analytics, Data Science, or related field

Tools

Power BI

Tableau

Excel

CRM systems

Lending platforms

Job description

Bankwell in Connecticut seeks a strategic Business Analyst for the Private Client Group to partner with the Head of Private Client Group, delivering analytics, BI reporting, and portfolio analysis in a fast-paced banking environment.

You will build dashboards, support forecasting and budgeting, and leverage AI tools to automate reporting, enhancing decision-making while coordinating executive communications and scheduling.