DescriptionShape the roadmap for advanced analytics in Trade & Working Capitaldelivering senior-ready insights and interfaces that power decisions from origination to distribution while lifting growth and capital efficiency.
As Portfolio Analytics Initiatives Lead within Trade & Working Capital you will drive the endtoend roadmap of analytics use cases that power Trade & Working Capitals portfolio strategy translating business priorities into highimpact initiatives across predictive analytics and LLM applications that inform origination pricing limit setting renewals and distribution across the full suite of trade products. Partnering with Product Sales Risk Finance and Data/Technology you will scope problems set success criteria coordinate development and testing and deliver seniorready insights and recommendations that lift revenue utilization riskadjusted returns and capital efficiency. You will also design userfriendly interfacesthat translate complex data into clear actionable views for committees and senior management improving usability and adoption. This role provides high exposure to senior decisionmaking forums crossfunctional partners and advanced analytics stakeholders.
Job Responsibilities
- Lead analytics initiatives agenda through sourcing opportunities crafting problem statements sizing impact defining KPIs/OKRs and prioritizing a sequenced roadmap across regions and segments
- Translate business needs into actionable use cases for predictive models and LLM applications and set clear acceptance criteria and implementation thresholds for delivery teams
- Orchestrate delivery and structured evaluations with crossfunctional teams (overseeing development backtesting and pilot design)and drive go/nogo decisions
- Embed insights and model outputs into frontline dealapproval and distribution workflows and package concise narratives and recommendations for senior forums on pricing structure and capital allocation
- Drive adoption and change management by aligning processes and incentives delivering enablement and training and tracking realized benefits to revenue returns utilization and loss metrics
- Maintain initiative governance and transparency by managing timelines dependencies and risks and coordinating with Risk/Legal/Compliance for responsible AI use and audit readiness
Required Qualifications Capabilities and Skills
- Experience leading analytics or reporting teams with a track record delivering complex quantitative data initiatives and managing crossfunctional stakeholders
- Skilled at sourcing highvalue opportunities writing clear problem statements sizing impact defining success metrics and sequencing an analytics/AI roadmap (e.g. dynamic pricing limit setting crosssell earlywarning)
- Fluency in predictive analytics and generative AI/LLMs to evaluate solution approaches guide experimentation and translate results into business actions without needing to code
- Excellent stakeholder management and executive communication; adept at influencing Product Sales Risk and Finance and presenting seniorready recommendations
- Track record of piloting and scaling analytics applications managing change and adoption and reporting outcomes against OKRs/KPIs; agile outcomesfocused operator
- Strong communication and crossfunctional leadership; ability to synthesize complex analysis for nontechnical audiences
Preferred Qualifications
- MBA or advanced degree in a quantitative or business discipline
- Familiarity with trade products across instruments receivables and export finance
- Working knowledge of risk and capital economics and application to pricing limit setting and portfolio actions
Required Experience:
Exec
DescriptionShape the roadmap for advanced analytics in Trade & Working Capitaldelivering senior-ready insights and interfaces that power decisions from origination to distribution while lifting growth and capital efficiency.As Portfolio Analytics Initiatives Lead within Trade & Working Capital you w...
DescriptionShape the roadmap for advanced analytics in Trade & Working Capitaldelivering senior-ready insights and interfaces that power decisions from origination to distribution while lifting growth and capital efficiency.
As Portfolio Analytics Initiatives Lead within Trade & Working Capital you will drive the endtoend roadmap of analytics use cases that power Trade & Working Capitals portfolio strategy translating business priorities into highimpact initiatives across predictive analytics and LLM applications that inform origination pricing limit setting renewals and distribution across the full suite of trade products. Partnering with Product Sales Risk Finance and Data/Technology you will scope problems set success criteria coordinate development and testing and deliver seniorready insights and recommendations that lift revenue utilization riskadjusted returns and capital efficiency. You will also design userfriendly interfacesthat translate complex data into clear actionable views for committees and senior management improving usability and adoption. This role provides high exposure to senior decisionmaking forums crossfunctional partners and advanced analytics stakeholders.
Job Responsibilities
- Lead analytics initiatives agenda through sourcing opportunities crafting problem statements sizing impact defining KPIs/OKRs and prioritizing a sequenced roadmap across regions and segments
- Translate business needs into actionable use cases for predictive models and LLM applications and set clear acceptance criteria and implementation thresholds for delivery teams
- Orchestrate delivery and structured evaluations with crossfunctional teams (overseeing development backtesting and pilot design)and drive go/nogo decisions
- Embed insights and model outputs into frontline dealapproval and distribution workflows and package concise narratives and recommendations for senior forums on pricing structure and capital allocation
- Drive adoption and change management by aligning processes and incentives delivering enablement and training and tracking realized benefits to revenue returns utilization and loss metrics
- Maintain initiative governance and transparency by managing timelines dependencies and risks and coordinating with Risk/Legal/Compliance for responsible AI use and audit readiness
Required Qualifications Capabilities and Skills
- Experience leading analytics or reporting teams with a track record delivering complex quantitative data initiatives and managing crossfunctional stakeholders
- Skilled at sourcing highvalue opportunities writing clear problem statements sizing impact defining success metrics and sequencing an analytics/AI roadmap (e.g. dynamic pricing limit setting crosssell earlywarning)
- Fluency in predictive analytics and generative AI/LLMs to evaluate solution approaches guide experimentation and translate results into business actions without needing to code
- Excellent stakeholder management and executive communication; adept at influencing Product Sales Risk and Finance and presenting seniorready recommendations
- Track record of piloting and scaling analytics applications managing change and adoption and reporting outcomes against OKRs/KPIs; agile outcomesfocused operator
- Strong communication and crossfunctional leadership; ability to synthesize complex analysis for nontechnical audiences
Preferred Qualifications
- MBA or advanced degree in a quantitative or business discipline
- Familiarity with trade products across instruments receivables and export finance
- Working knowledge of risk and capital economics and application to pricing limit setting and portfolio actions
Required Experience:
Exec
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