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RBFCU Wealth Management

Business Anaylst

Posted 2 Days Ago
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In-Office
Charlotte, NC, USA
67K-92K Annually
Entry level
In-Office
Charlotte, NC, USA
67K-92K Annually
Entry level
Provide analytical and reporting support, evaluate processes, develop data-driven solutions, and communicate findings to drive business decisions.
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About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Provide analytical and reporting support to drive informed business decisions and actionable recommendations. Evaluate existing processes and reporting models to identify opportunities for improvement, efficiency, and accuracy. Serve as a subject-matter expert on small to medium-sized initiatives by developing practical, data-driven solutions to business problems. Diagnose and resolve issues using structured troubleshooting techniques and analytical methods. Leverage sound data, industry best practices, and business theory to deliver insights and recommend actions that mitigate risk, resolve issues, and create measurable business value.

Key Responsibilities

  • Analyze complex business issues using data from multiple sources, applying company and industry knowledge along with statistical, mathematical, and analytical techniques to identify issues, opportunities, and recommended actions.

  • Use large and complex datasets to develop actionable insights and intuitive data visualizations in Power BI, translating analytics into clear stories that support data‑driven decision‑making.

  • Design, develop, and maintain reporting and analytics solutions that align with business objectives, working collaboratively with internal teams and external partners.

  • Serve as a subject‑matter expert and primary point of contact within the business analyst domain, managing relationships across the organization and supporting stakeholder inquiries.

  • Produce, review, and ensure the accuracy and effectiveness of quantitative and qualitative reports, supporting both routine reporting and ad‑hoc analysis tied to projects or urgent business needs.

  • Identify, troubleshoot, and resolve data, reporting, or analytical issues as they arise to ensure reliability and timeliness of insights.

  • Present analysis results and recommendations to business leaders and partners, clearly communicating priorities, action plans, and business impact.

Required Qualifications

  • Associate's degree in MIS, business, Mathematics, Economics, computer programming or applicable experience.

  • Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications. 

  • Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis. 

  • Ability to synthesize large quantities of information, create linkages, and express complex concepts in a concise and audience-relevant manner.

  • Experience with data visualization tools, preferably Power BI, and proficiency in the Microsoft Office Suite (Excel, PowerPoint, Word).

  • Ability to thrive in rapidly changing environment - proactive, flexible and able to handle and prioritize multiple projects simultaneously.

  • Develop solutions for complex problems for the business unit. Identify and recommend changes to policies, procedures, and business model.

Preferred Qualifications

  • Experience with one or more Business Intelligence and Data Mining Tools desired (e, g, SAS, Denodo, AWS Data Lake etc.)

  • Strong focus on qualitative and quantitative data analysis including statistical techniques, general data analysis, and trend analysis among others.

  • Ability to quickly grasp and articulate the essence of complex issues/data; adept at operating with both high-level concepts and detailed analysis.

  • Excellent storytelling, facilitation, communication, and presentation skills.

  • Ability to influence senior and executive level leadership.

  • Demonstrated ability to effectively lead change management activities in customer and employee behavior.

  • Proven ability to effectively collaborate with others, initiate action, and adapt to change.

  • Knowledge of Margin and Pledge Loan lending.

Base Pay Salary

The estimated base salary for this role is $66,700 - $91,700 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

CLEAR Clearing

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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