Careers
Customer Business Analyst
About the company
Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals. As industry leaders — yes, we really are leaders — we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About the position
We are seeking an experienced, solution-focused professional to join our Business Analyst team in New York. In this role, you will act as the primary point of contact and subject matter expert for deploying Personetics' product within our clients. This position blends analytical insight with technical proficiency as well as strong client-facing communication. You will lead the implementation lifecycle, guide financial institutions’ innovation teams through onboarding and customization, and ensure the effective delivery and continued success of Personetics’ offerings.
Responsibilities
- Serve as the primary contact for a portfolio of financial institutions throughout the entire implementation lifecycle.
- Lead client onboarding and provide strategic guidance (including on-site workshops), ensuring a comprehensive understanding and effective use of Personetics’ solutions.
- Conduct detailed data analysis, including data mapping and integration processes, validating insights, and driving data remediation processes.
- Perform performance monitoring and statistical analysis to optimize and enhance product usage, client satisfaction, and overall effectiveness of deployed solutions.
- Respond to Business and Functional requirement requests
- Design and write functional specs for customer requirements
- Support the implementation team during users acceptance test
- Work closely with business and technology units
- Research, analyze and organize big data from both technical and business perspective
- Analyze, specify, and validate new business requirements and participate in new product designs
Requirements
- 3-6 years of experience as a Business Analyst / Functional Architect or a similar customer-facing role, preferably within Fintech or Banking technology sectors.
- A Bachelor of Science Degree (BS) in industrial Engineering, Information systems and similar
- Customer facing experience (proven ability to lead sessions)
- Hands on experience in SQL
- Experience with Data Mining/designing analytical models
- Statistics/data modeling/analytical background
- Experience writing detailed specifications
- Team oriented and yet able to work independently
- Strong written and verbal communication skills are essential
- Able to thrive in a fast passed environment and learn quickly
- Ability to work in a hybrid setup from our New York office
Nice to have
- Financial services experience (banking, Credit Cards or insurance)
- Familiarity with modern AI tools and platforms
