Lead Analyst - Data & Analytics Job at BMO Financial Group in San Francisco

We are seeking a highly analytical and business-savvy Senior Lead Analyst to join our Data & Analytics team in our San Francisco or Chicago office. This role is ideal for someone who thrives at the intersection of data and strategy-someone who is passionate about uncovering insights that drive business decisions and has deep experience in banking products and client behavior.

You'll work closely with senior business leaders, translating complex data into clear, actionable insights that influence strategy across sales, pricing, profitability, and client engagement.

Key Responsibilities:

• Insight Generation & Strategic Analysis

• Partner with business leaders to identify opportunities and deliver impactful insights.

• Conduct deep-dive analyses on banking products, client behavior, and performance trends.

• Develop executive-ready presentations that translate data into strategic recommendations.

• Technical Excellence

• Use SQL and Python (or similar programming languages) to extract, analyze, and visualize data.

• Build scalable analytical solutions and automate recurring processes.

• Collaborate with the Sr. Manager and analytics team to improve data workflows and efficiency.

• Cross-Functional Collaboration

• Work closely with product, finance, and strategy teams to align analytics with business priorities.

• Serve as a thought partner to stakeholders, helping them interpret data and make informed decisions.

Qualifications:

• Experience & Domain Knowledge

• 5-7 years of experience in analytics, preferably within banking or financial services.

• Strong understanding of banking products, client segmentation, and business strategy.

• Technical Skills

• Proficient in SQL and Python (or other programming languages with a willingness to learn Python).

• Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

• Communication & Influence

• Ability to distill complex data into simple, compelling insights.

• Comfortable presenting to senior stakeholders and influencing decisions.

• Mindset

• Curious, proactive, and impact-driven.

• Strong problem-solving skills and a passion for continuous improvement.

Why Join Us?

You'll be part of a high-impact team that values curiosity, collaboration, and strategic thinking. This is a great opportunity to grow your influence, sharpen your technical skills, and help shape the future of our data-driven decision-making.

Salary:

$88,800.00 - $165,600.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.