Banamex Data Analyst for Wealth Management

The Product Manager is an intermediate management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through product life-cycles in coordination with the broader Product Management team. The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position.

**Responsibilities**:

- Manage a team of Product Managers to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
- Manage day-to-day product marketing for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
- Execute the client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as partner to Citi clients
- Develop plans and execute functional strategies for a country, group of countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within region or business
- Manage client and competitor market research, develop product innovation roadmap, and address fundamental trials of product commoditization to create an advanced set of solutions
- Oversee all aspects of program life cycle management including market demands, technology trends, and the competitive field as well as help drive innovation by working with external partners/alliances to develop products, manage ongoing relationships, and prepare agreements
- Contribute to achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as oversee identification and execution of opportunities and gaps business plans
- Develop and communicate a business plan to approach the marketplace, and coordinate and implement team procedures, client problem resolutions and client management

**Qualifications**:

- 5-8 years of relevant experience
- Required Licensing/Registration: Series 7
- Experience in marketing, credit, acquisitions, product development, and/or analytics
- Experience leading cross-functional teams to define and achieve high value business goals
- Working knowledge of market dynamics, products, and competitive climate
- Demonstrated project management skills
- Ability to work unsupervised and adjust priorities quickly as circumstances dictate
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Demonstrated problem-solving and decision-making skills
- Consistently demonstrates clear and concise written and verbal communication
- Demonstrated analytical skills
- Ability to work in a team-oriented environment
- Demonstrated influencing skills

**Education**:

- Bachelor’s degree/University degree or equivalent experience

**Data Analyst for Wealth Management
- Product Solutions, Banca Patrimonial Banamex**

El Analista de Datos es un profesional estratégico dentro del equipo de **Product Solutions** de la Banca Patrimonial Banamex, con un enfoque específico en el desarrollo, seguimiento y optimización de los productos comercializados en banca patrimonial (**notas estructuradas, fondos, crédito, etc)**. Este perfil combina un entendimiento de productos financieros con habilidades en análisis de datos y automatización, contribuyendo a fortalecer la oferta de soluciones patrimoniales a través de la eficiencia operativa, la trazabilidad y la integración tecnológica.

**Responsabilidades**
- Reporta directamente al Director del área de Product Solutions en la Banca Patrimonial Banamex.
- Automatizar procesos operativos clave relacionados con el ciclo de vida de los productos, durante** la comercialización,** **cierre, post-venta y seguimiento** de productos.
- Participar en el **diseño e implementación de mecanismos de originación de productos financieros**, apoyándose en análisis de datos y perfiles de portafolios de inversión.
- Colaborar con áreas de desarrollo tecnológico para la **integración de productos estructurados en plataformas como Aladdin y Digital Wealth**, asegurando la consistencia de bases de datos, metadatos e información relevante del producto.
- Apoyar procesos de **due diligence** sobre precios y modelos cuantitativos.
- Contribuir al diseño de soluciones digitales que fortalezcan la visibilidad, control y trazabilidad de la oferta de productos financieros estructurados.
- Desarrollar herramientas internas que faciliten el análisis y la generación de reportes automatizados para la toma de decisiones comercial