MUHAMMAD YAHYA IMTIAZ
New York,NY
Summary
Experienced Business Intelligence & Analytics Leader with over 10 years of experience in data and analytics. 5+ years of experience in managing and growing teams of data scientists and analysts.
Overview
12
12
years of professional experience
Work History
Vice President
J.P. Morgan Private Bank
06.2019 - Current
- Lead data-driven initiatives across the Global Private Bank marketing division, delivering key insights that influence strategic decisions and support business growth, contributing towards a record revenue growth in 2023.
- Manage and mentor a team of 5 data scientists, cultivating a high-performance, collaborative environment that successfully achieves business intelligence objectives and enhances operational efficiency and data-driven decision-making.
- Oversee the full lifecycle of BI initiatives across the private wealth business, including development, implementation, and ongoing optimization, resulting in streamlined reporting processes and actionable insights that directly drive business performance.
- Lead cross-functional collaborations with technical and non-technical stakeholders (finance, marketing, sales) to gather and define requirements, delivering tailored BI solutions using tools such as Tableau, Power BI, and internal CRM systems.
- Manage third-party data acquisition, contract negotiations, and budgeting for the Global Business Intelligence group, ensuring the timely and cost-effective delivery of data sets that meet business needs.
- Play a pivotal role in designing and implementing an internal data mart for J.P. Morgan Private Bank, consolidating both internal and external data into a unified data warehouse backed by AWS, significantly improving data accessibility and reporting capabilities across departments.
- Provide regular progress updates to senior management on key Private Bank initiatives, tracking milestones, metrics, and outcomes to ensure alignment with strategic goals and measure the impact of BI strategies.
- Demonstrate strong leadership by motivating and guiding teams to exceed performance targets, fostering a productive work environment, and ensuring continuous professional development to enhance team capabilities.
Visualization Expert - AVP
Morgan Stanley Wealth Management
05.2017 - 06.2019
- Identify, analyze, and interpret trends in complex data sets using Python and SQL, transforming raw data into actionable insights for senior leadership.
- Led a team of two analytics and visualization experts, collaborating to design and build analytical solutions that addressed business needs and supported strategic decision-making.
- Transformed data insights into automated, customizable Tableau dashboards, delivering real-time reporting for senior management and enabling data-driven decisions across the organization.
- Managed the full product lifecycle, leading a team of analysts and consultants in partnership with Technology to ensure timely and successful delivery of business intelligence solutions.
- Implemented Agile project management methodologies, ensuring efficient project execution, clear communication, and continuous delivery of high-impact solutions.
- Developed adoption and performance tracking dashboards for "Next Best Action," one of Wealth Management’s largest initiatives, driving actionable insights to improve client engagement and decision-making.
Client Analytics & Business Management Associate
UBS Investment Bank
04.2015 - 05.2017
- Transformed complex and unstructured data sets into actionable strategies for the UBS Research Franchise
- Thorough use of Big Data/Analytical tools such as Tableau, SAS, SQL Business Objects, and Advanced Excel
- Responsible for solving complex business questions using data driven approach and packaging key insights into Tableau Visualizations & PowerPoint presentations for the COO of UBS Equity Research
Senior Associate Strategy & Business Analysis
New York Life Insurance Company
12.2013 - 03.2015
- Generated data driven insights to the Insurance Target Market Division Head and Marketing Managers to increase recruiting, manpower, productivity, and retention for the Insurance Group
- Tested and Implemented Spotfire Visual Analytics software throughout the Cultural Markets division leading a team of two analysts
- Built and published 5 Interactive dashboards in a year while introducing new KPI's
Project Team Specialist
PricewaterhouseCoopers LLP
01.2013 - 10.2013
Education
Bachelor of Arts - Finance
Manhattanville University
Purchase, New York05.2012
Skills
- Data Analysis / Visualization
- KPI development & tracking
- Team Leadership
- Decision-making / Problem solving
- Public speaking
- Mentoring and Talent development
- Lead generation
- Market research
Timeline
Vice President
J.P. Morgan Private Bank
06.2019 - Current
Visualization Expert - AVP
Morgan Stanley Wealth Management
05.2017 - 06.2019
Client Analytics & Business Management Associate
UBS Investment Bank
04.2015 - 05.2017
Senior Associate Strategy & Business Analysis
New York Life Insurance Company
12.2013 - 03.2015
Project Team Specialist
PricewaterhouseCoopers LLP
01.2013 - 10.2013
Bachelor of Arts - Finance
Manhattanville University
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