About the role
Responsibilities
- Client Experience Enhancement: Leverage data and analytics to identify opportunities that improve client journeys, personalize interactions, and proactively address pain points across channels and touchpoints.
- Data Analysis & Insight Generation: Extract, clean, and analyze large datasets to uncover trends, patterns, and actionable insights that inform strategic decisions and elevate client outcomes.
- Model Development & Deployment: Build predictive models and machine learning algorithms to support business forecasting, segmentation, and personalization initiatives.
- Stakeholder Collaboration: Partner with cross-functional teams—including product, marketing, and operations—to understand business needs and translate them into analytical solutions that support client-centric strategies.
- Reporting & Visualization: Design and deliver intuitive dashboards and reports using tools like Power BI, Tableau, or equivalent, ensuring insights are accessible and impactful for client-facing teams.
- Data Governance & Quality: Ensure data integrity, accuracy, and compliance with internal standards and external regulations to maintain trust and reliability in client data.
- Continuous Improvement: Identify opportunities to enhance analytical processes, tools, and methodologies, contributing to a culture of innovation and excellence in client experience delivery.
- Work with external system and application vendors, external advisors, and parent organizations (BNY and CIBC) to ensure seamless integration and governance of client experience technology initiatives
Qualifications
- University degree in Data Science, Computer Science, Computer Engineering, or a related field; actively pursuing a Master’s degree or professional designation is preferred.
- 5-7 years of progressive experience in data analytics, with a strong emphasis on client-centric insights and operational optimization.
- Advanced proficiency in data analytics tools such as Python, SQL, and Power BI; experience with Microsoft Synapse is considered an asset.
- Demonstrated expertise in automation and process optimization using Power Platform tools (Power Apps, Power Automate), Power Query, and Alteryx.
- Strong understanding of data governance frameworks and best practices for managing client-related data securely and accurately.
- Solid knowledge of data architecture and system integration to support scalable automation and seamless data feed management.
- Proficiency in process mapping, modeling methodologies, and continuous improvement frameworks to drive operational efficiency and client-centric solutions.
- Familiarity with machine learning applications and emerging technologies that support personalized client engagement.
- Excellent communication and presentation skills, with the ability to translate complex data into compelling narratives for senior stakeholders using tools like PowerPoint
About CIBC Mellon
CIBC Mellon is dedicated to helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon Corporation (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon delivers informed investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada. As at June 30, 2024, CIBC Mellon had more than C$2.8 trillion in assets under custody and/or administration. CIBC Mellon is part of the BNY network, which as at June 30, 2024 had US$49.5 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
CIBC Mellon is a licensed user of the CIBC trademark and certain BNY trademarks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company and may be used as a generic term to refer to either or both companies.
About the role
Responsibilities
- Client Experience Enhancement: Leverage data and analytics to identify opportunities that improve client journeys, personalize interactions, and proactively address pain points across channels and touchpoints.
- Data Analysis & Insight Generation: Extract, clean, and analyze large datasets to uncover trends, patterns, and actionable insights that inform strategic decisions and elevate client outcomes.
- Model Development & Deployment: Build predictive models and machine learning algorithms to support business forecasting, segmentation, and personalization initiatives.
- Stakeholder Collaboration: Partner with cross-functional teams—including product, marketing, and operations—to understand business needs and translate them into analytical solutions that support client-centric strategies.
- Reporting & Visualization: Design and deliver intuitive dashboards and reports using tools like Power BI, Tableau, or equivalent, ensuring insights are accessible and impactful for client-facing teams.
- Data Governance & Quality: Ensure data integrity, accuracy, and compliance with internal standards and external regulations to maintain trust and reliability in client data.
- Continuous Improvement: Identify opportunities to enhance analytical processes, tools, and methodologies, contributing to a culture of innovation and excellence in client experience delivery.
- Work with external system and application vendors, external advisors, and parent organizations (BNY and CIBC) to ensure seamless integration and governance of client experience technology initiatives
Qualifications
- University degree in Data Science, Computer Science, Computer Engineering, or a related field; actively pursuing a Master’s degree or professional designation is preferred.
- 5-7 years of progressive experience in data analytics, with a strong emphasis on client-centric insights and operational optimization.
- Advanced proficiency in data analytics tools such as Python, SQL, and Power BI; experience with Microsoft Synapse is considered an asset.
- Demonstrated expertise in automation and process optimization using Power Platform tools (Power Apps, Power Automate), Power Query, and Alteryx.
- Strong understanding of data governance frameworks and best practices for managing client-related data securely and accurately.
- Solid knowledge of data architecture and system integration to support scalable automation and seamless data feed management.
- Proficiency in process mapping, modeling methodologies, and continuous improvement frameworks to drive operational efficiency and client-centric solutions.
- Familiarity with machine learning applications and emerging technologies that support personalized client engagement.
- Excellent communication and presentation skills, with the ability to translate complex data into compelling narratives for senior stakeholders using tools like PowerPoint
About CIBC Mellon
CIBC Mellon is dedicated to helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon Corporation (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon delivers informed investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada. As at June 30, 2024, CIBC Mellon had more than C$2.8 trillion in assets under custody and/or administration. CIBC Mellon is part of the BNY network, which as at June 30, 2024 had US$49.5 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
CIBC Mellon is a licensed user of the CIBC trademark and certain BNY trademarks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company and may be used as a generic term to refer to either or both companies.