LEAD DATA ANALYST

Grade Level (for internal use):

• Decipher client questions and perform research to provide effective, well-documented solutions.
• Provide professional, timely, and quality support to customer queries.
• Deliver on expected productivity and timeliness targets.
• Provide quality (accurate and defect-free) responses with a "do it right the first time" mindset.
• Identify and flag areas that can impact business-as-usual operations.
• Contribute towards process improvement through root cause analysis.
• Help reduce client queries by drafting KB articles and identifying patterns.
• Take full ownership of client questions and liaise across teams for resolution.
• Independently manage client question workflows.
• Identify opportunities to enhance the client experience through data-backed insights.
• Recommend improvements to procedures and audits.
• Contribute to team training and mentorship efforts.
• Assist in ongoing projects and UATs with a focus on timeliness, accuracy, and execution excellence.
• Champion the voice of the customer and share insights and trends.
• Collaborate cross-functionally with product, sales, tech, and support teams.
• Leverage data and automation tools to drive proactive client service and process optimization.
• Apply Generative AI tools (e.g., ChatGPT, Azure OpenAI, Bard) to streamline responses, generate insights, or prototype support solutions.

• Hands-on experience with Market Data datasets.
• Strong communication skillsboth written and verbal.
• A client-first mindset with problem-solving ability.
• Familiarity with Capital IQ and/or Capital IQ Pro is a strong plus.
• Critical thinking, structured reasoning, and solution orientation.
• Strong sense of ownership and accountability.
• Ability to work independently and in collaboration with various teams.
• Attention to detail and high quality standards.
• Adaptability to changing priorities and tech environments.
• Ability to communicate technical insights in a clear, business-friendly way.
• Strong technical acumen and passion for using technology to solve client problems.
• A curiosity for innovation and eagerness to explore applications of GenAI in support workflows.

• Graduate or postgraduate in Finance or an MBA.
• Advanced proficiency in MS Excel.
• Strong hands-on experience in technical skills e.g., Power BI, SQL, Tableau, Python.
• Prior exposure to Generative AI technologies such as ChatGPT, Claude, Bard, or GitHub Copilot, and the ability to apply them in real-world problem solving (e.g., generating KB articles, automating responses, summarizing trends).
• Comfort working in a data-driven environment with ability to learn new tools quickly.