Demo

Business Intelligence Analyst - Wealth Management

Hancock Whitney
Orleans, LA Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/15/2025

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY :

Apply architectural concepts to design technological solutions that meet customer, operational and reporting requirements, leveraging existing technologies when possible, and ensure that new solutions are designed for optimal usefulness. Assist in the definition, creation, and distribution of enterprise business intelligence reporting. Maintain knowledge of current BI tools, methods and best practices, and recommend and implement process improvements. Support current and future information and reporting needs, distributed via electronically or paper-based, at various levels of the organization. Assist in the development and automation of efficient reporting processes and information retrieval / distribution. Actively participate in consistent development, testing, and release cycles for promotion of new information / reports to production environments.

ESSENTIAL DUTIES & RESPONSIBILITIES :

Essential Duties :

  • Essential Duties :
  • Translates business issues into analyses and designs appropriate systems extracts, files, and reports to address business issues.
  • Supports current and future Profitability Reporting, including organizational, line of business, customer, officer, and other segments, and ensure timely delivery.
  • Determine any trends, either positive or negative, in the loan and deposit portfolios and researches the reason and implications of such changes(s).
  • Implements the overall strategy for implementation of complex requests for data, including loan and deposit portfolio analytical reports.
  • Continuously works towards maintaining and improving business intelligence capabilities & systems resources including the OFSAA information repository, credit analytics, MCIF system, and other systems as available.
  • Reports template maintenance and updating for package / information delivery.
  • Executes automation reporting strategy.
  • Assists in development, roll-out, and maintenance of dashboards, for both executive and management reporting, across the enterprise.
  • Develops customer, product, segment, and line of business reports and business intelligence analysis.
  • Executes business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community.
  • Works with data management team to identify and document data gaps necessary for information requests and enhancements, and assists in validation once delivered.

Additional Duties :

  • Performs other duties and special projects as assigned by Senior Management.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
  • SUPERVISORY RESPONSIBILITIES :

    None

    MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE :

  • Bachelor's degree in Business, Finance, or related field required; master's degree preferred
  • At least 1 - 3 years experience in bank reporting and profitability systems
  • An equivalent combination of education, training, and experience may be considered
  • Understanding of banking, financial services, and / or investment industry
  • Advanced understanding of financial reporting and analytics
  • Understanding of reporting tools and platforms, specifically but not limited to Financial Reporting Studio, Oracle Business Intelligence, and Hyperion Essbase SmartView, among others
  • Experience in development and execution through project framework for Business Intelligence and enterprise Informational Delivery strategy
  • Ability to understand complex financial statistics and reports
  • Advanced proficiency in Microsoft Office products including Word, Excel, Access, PowerPoint, and SharePoint
  • ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS :

  • Ability to lift / move / carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift / move / carry this weight and can be accommodated without causing the department / division an "undue hardship" then the employee must be accommodated; hence omitting lifting / moving / carrying as a physical requirement.
  • Equal Opportunity / Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Business Intelligence Analyst - Wealth Management?

    Sign up to receive alerts about other jobs on the Business Intelligence Analyst - Wealth Management career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $81,298 - $105,685
    Income Estimation: 
    $101,449 - $132,468
    Income Estimation: 
    $81,298 - $105,685
    Income Estimation: 
    $101,449 - $132,468
    Income Estimation: 
    $101,449 - $132,468
    Income Estimation: 
    $124,087 - $161,899
    Income Estimation: 
    $124,087 - $161,899
    Income Estimation: 
    $152,365 - $200,973
    Income Estimation: 
    $64,949 - $84,690
    Income Estimation: 
    $81,298 - $105,685
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Hancock Whitney

    Hancock Whitney
    Hired Organization Address Orleans, LA Full Time
    Thank you for your interest in our company! To apply, click on the button above. You will be required to create an accou...
    Hancock Whitney
    Hired Organization Address Walker, LA Full Time
    Thank you for your interest in our company! To apply, click on the button above. You will be required to create an accou...
    Hancock Whitney
    Hired Organization Address Orleans, LA Full Time
    Thank you for your interest in our company! To apply, click on the button above. You will be required to create an accou...
    Hancock Whitney
    Hired Organization Address Gulfport, MS Full Time
    Thank you for your interest in our company! To apply, click on the button above. You will be required to create an accou...

    Not the job you're looking for? Here are some other Business Intelligence Analyst - Wealth Management jobs in the Orleans, LA area that may be a better fit.

    Business Intelligence Analyst

    Entergy, Orleans, LA

    Wealth Management Assistant

    Cosource Financial, Gray, LA

    AI Assistant is available now!

    Feel free to start your new journey!