Logix Federal Credit Union

Research and Development Analyst III

Logix Federal Credit Union

full-time

Posted on:

Location Type: Hybrid

Location: Valencia • California • 🇺🇸 United States

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Salary

💰 $75,543 - $113,315 per year

Job Level

Mid-LevelSenior

Tech Stack

PythonSQLTableau

About the role

  • Conducts quantitative and qualitative review of member relationships by conducting analyses of the Credit Union’s programs, member demographics, and member preferences.
  • Conducts stakeholder interviews to acquire requirements, works with business partners to obtain data, and validates data from different sources.
  • Conducts market research to identify trends in products (i.e. pricing), delivery channels, best practices, and consumer preferences related to the financial services industry.
  • Provides competitive analysis and recommendations based on market offerings, pricing, and trends.
  • Assists in the strategy, planning, delivery, marketing and in-life optimization of products and services such as deposit accounts, loyalty program and fee programs.
  • Assists with the strategic recommendations for present and future products by reviewing customers’ needs, market landscape, industry trends, and product requirements.
  • Assists in developing plans that improve and enhance products to drive increased market penetration and cross-sell opportunities.
  • Analyzes and synthesizes information from credit union performance analytics reports, workshops, and other data sources.
  • Runs queries, produces reports, and analyzes data from multiple sources, i.e. data warehouse, third-party peer data systems, etc.
  • Assists the Manager of Research & Development with key projects initiated by the department and the Credit Union.
  • Works with Manager of Research & Development and team members to conduct quantitative and qualitative analysis of new product/service ideas and/or product/service changes.
  • Assists in the analysis and reporting of product metrics to track performance and areas of improvements (including financials, member satisfaction, customer expectations, market requirements, key performance metrics).
  • Interprets insights from product metric reports and develops recommendations that drive business decisions and growth.
  • Works with leaders and peers to prepare recommendations for senior management using business case analysis to quantify the strategic and financial benefits for innovations that merit further development.
  • Assists with ad-hoc surveys; designs workflows, tests and validates workflow, deploys and analyzes surveys, and reports survey results.
  • Assists with internal survey processes; tests and validates workflow, deploys and analyzes surveys, and reports survey results.
  • Assists in reviewing scorecard performance metrics to ensure alignment with the corporate strategy; implements structural updates to scorecards; updates and validates data for accuracy; reports on the results.
  • Serves as a back-up for member surveys, including deployment, analysis, and reporting.
  • Works within and directly impacts their function, occasionally interacts with other departments.

Requirements

  • Bachelor's degree in Business Management, Organizational Development or related discipline
  • 4-6 years of relevant experience in research, data analysis, data mining or equivalent combination of training and experience
  • Proficient with the Microsoft suite of office products; strong knowledge of Microsoft Excel and application of analytical formulas
  • Extensive experience with tools and applications commonly used in data analysis such as, Tableau, Python, Jupyter, R, and Excel
  • SQL knowledge preferred
  • Strong knowledge of financial institution operations preferred
  • Demonstrated ability to work independently with minimal supervision and in a team-oriented environment
  • Demonstrated ability to work with confidential data and ensure integrity of data
  • Demonstrated ability to effectively communicate to all levels of employees including management using excellent verbal, written, and presentation skills
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisdata miningquantitative analysisqualitative analysismarket researchcompetitive analysisfinancial analysisSQLanalytical formulasproduct metrics
Soft skills
communication skillsteamworkindependenceconfidentialitypresentation skillsproblem-solvingstrategic thinkinginterpersonal skillsorganizational skillsadaptability
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