Sales Operations Business Partner

SVB Financial Group Menlo Park , CA 94025

Posted 11 months ago

The Business Insights Analyst, SVB Private Bank and Wealth Advisory will work closely with the Head of Business Insights, Lending and Service to monitor and assess the Private Bank KPI's and develop additional insights and analysis in support of the business. The Business Analyst will provide ongoing analytical insights into the performance and trends of the business, focusing on both analyzing historical data and creating predictive future data on which the business leaders can base decisions. Additionally, the Business Analyst will ensure rigor, efficiency and effectiveness in managing Private Bank data as well as the analysis process lifecycle for the business. This individual will be dynamic and engaging, able to build relationships across multiple dimensions, and have deep analytical acumen.

Key Activities:

  • Identify business challenges and opportunities for improvement. Use analysis to make strategic or tactical recommendations.

  • Develop and implement analytical frameworks to monitor and optimize the concrete impact our initiatives are having on key business results.

  • Package strategic and analytical insights into clear, concise and "executive-ready" presentations.

  • Evaluate trends in external and internal data to discover and manage leading indicators of business success

  • Involve problem frame-works, develop hypotheses, test and analysis, solution development, scope operational feasibility, lead implementation efforts and develop a monitoring plan

  • Leverage conceptual thinking skills with rigorous analytics to present to support recommendations.

  • Participate with PB Leadership in regular Business Planning exercises and prepare key documents and analyses that roll up to the Corporate Business Planning.

Critical Competencies:

  • Analytical, curious, proactive, and ability to independently pursue strategic insights

  • Results driven and execution oriented

  • Integrative thinking & problem solver; ability to develop and refine data models

  • Builds relationships and communicates clearly

  • Ability to leverage data analytics and presentation software to communicate key insights

Key Experiences:

  • Bachelor degree or higher in a math, business, engineering or related field required

  • 4 - 8 years of experience in a strategic, financial or analytical roles

  • Financial services industry experience desired


Bachelor degree or higher in a math, business, engineering or related field required
4 - 8 years of experience in a strategic, financial or analytical roles

Financial services industry experience desired

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Sales Operations Business Partner

SVB Financial Group