Lead Data Analyst and Portfolio Manager for Customer & ...

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Job Summary: The Enterprise Data Products Portfolio Management team in Technology is focused on a transformative journey that will support our data strategy on how we develop and deliver critical business outcomes, in addition to how we engage with partners across MUFG for Data, AI, and BI services. Our team is seeking an experienced and dynamic individual to join as a Vice President, Lead Data Analyst and Portfolio Manager for Customer & Compliance reporting directly to Head of Planning & Strategy for Enterprise Data Platforms & Services to support projects and BAU work efforts. We're looking for someone known for effectively bridging IT and business teams, with an ability to masterfully speak the language of both. This is a highly visible and impactful position as the role requires facing off to senior stakeholders and liaising with technologists to exchange information in a concise, logical, and understandable way in supporting the product owners. The successful candidate must be able to manage overall delivery whilst adopting an agile methodology and managing project timelines and risks. This is a dual-hatted role where the individual works as both a Lead Analyst and a Portfolio Manager for Financial Products. You will also lead a small team of business analysts and scrum masters, emphasizing technology adoption, process optimization, and continuous delivery of Data, AI, and BI Products & Services. Responsibilities for Data Product Portfolio Manager: Stakeholder Management: Develop and maintain strong, trust-based relationships with key stakeholders to understand their business challenges and identify how Data Solutions can support their objectives. Centralized Demand Management: See new demand and route requests through a centralized intake process. Capture all types of demand into a Consolidated Book of Work - Project and BAU work requests, product ideas - with the appropriate information for evaluation. Create/Maintain a holistic view of all work and resources. Prioritization: Engage with business stakeholders to solicit and manage requests that equitably handle competing priorities across business teams. Determine what can realistically be completed based on resource capacity and budgets. Evaluate multiple scenarios to identify the optimal mix of projects and work. Agile Work Management: Manage incremental deliverables while centralizing important information so that everyone's always on the same page. Spotlight issues that need attention. Proactively manage changes and issues. Manage dependencies: Visualize dependencies across programs, projects and BAU work, and applications - understand relationships and optimize delivery. Risk management: Track and mitigate risks to minimize surprises and improve communication across teams. Demonstrate strong ability to intuitively identify impediments on the critical path and unblock them. Reporting: Create workplans and other key tracking mechanisms. Provide visibility and insights into portfolio. Help maintain a mature reporting dashboard to monitor portfolio health of data products & services. Responsibilities for Lead Data Analyst: Develop and maintain a deeper understanding of data & reporting needs for: Customer (Internal customers, External Counterparties, Third parties) Master & Reference Data Customer Relationship Management (CRM) Develop and maintain a deeper understanding of data & reporting needs for: Anti-Money Laundering (AML) Know Your Customer (KYC) Sanctions and Financial Crimes Work closely with various stakeholders and clients to understand their workflows and data needs and translate those into specifications for data & reporting products. Lead the initial discovery process for prioritized scope of work by uncovering high-level business requirements. Contribute to the evolution of a business user data catalog, and a living spec for each data product where the living spec contains mapping specifications for data and reports, business rules used for data curation, and who uses data for what purpose. Develop deep understanding of upstream dependencies / origins of data products and generate meaningful data-driven insights, present findings to various partners, identify potential issues with the data, build quality checks and continually track enhancements required to maintain data consistency. Qualifications: 10+ years technology industry experience in Banking & Financial Services sector 5+ years' experience in Systems Analysis, Data Analysis 5+ years of experience in data management, data analytics 5+ years of Portfolio Management, Data Product Development, or Data Operations Business Acumen: Must have experience in one or more Compliance domains including AML, KYC, Sanctions Screening Must have experience in Customer data domains including CRM, MDM Expertise in business requirements analysis, design, functional & detail design Strong understanding of Payments data and formats (SWIFT, Fed, Chips) Understanding of data pipelines associated with AML and KYC systems a plus Experience preparing user stories, data flows, and product technical specifications Human Skills: Strong organizational, communication (verbal & written), and interpersonal skills Ability to present both in person and virtually to senior management and train client audiences on a business and technical level. Demonstrated ability in building consensus across business areas and other stakeholders to support new ways of thinking about capabilities and value Candidate must have the ability to quickly transition as priorities change Data skills: Must have experience in Data analysis, including creating complex SQL queries Must have experience in Data warehousing and/or Data Lakes, and Data Marts Working knowledge of 3NF data models, dimensional data models, etc. Experience with data models associated with financial data domains Experience with GL and other reconciliations Technical Skills: Must have experience in Jira, Confluence, MS office Must have familiarity with Data Integration/ETL tools Proficiency in SQL, Handling Files using Python, Hive Query Language Exposure to Cloud technologies such as AWS, Azure, etc. a plus Must have experience with relational Databases such as DB2, Oracle, etc. Expertise in data visualization tools such as Tableau, PowerBI, etc. Experience with packaged solutions such as Actimize, Salesforce, etc. is a Plus Portfolio Management skills: Proven experience in a senior product management role, with a focus on financial systems or related technologies Familiar with Agile methodology and play an active role in scrums such as backlog refinement, sprint planning and execution. The ability to apply backlog prioritization to define sprint goals and enable iterative deliveries is key. Manage the demand for ad hoc analytical requests from our business partners. Provide a high level of responsiveness to meet business priorities. Education: Bachelor's degree in science or business or management or finance related fields. MBA or advanced degree is a plus. The typical base pay range for this role is between $133K - $164K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary ( We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law. At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them! Our Culture Principles Client Centric People Focused Listen Up. Speak Up. Innovate & Simplify Own & Execute

Created: 2024-11-05