Financial Analysis, Associate - International Private Bank

Are you passionate about financial analysis and wealth management? Join our globally diverse team and help drive impactful business decisions in Asset & Wealth Management (AWM) supporting the Latin America (LATAM) and Global Families Group.

As a Business Finance Associate in Asset & Wealth Management Finance and Business Management (AWM F&BM), you will partner with market leadership, advisors, and FP&A teams to deliver financial reporting, analysis, and strategic planning.

You will support key financial measures (such as revenue, expense, headcount, profitability), develop new reporting capabilities, and provide insights to senior management.

This role offers the opportunity to influence business strategy and collaborate across Finance & Business Management.

This position will report directly to the Latin America and Global Families Group Private Bank Finance Lead.

Job responsibilities


* Deliver financial planning and forecasting activities in coordination with market leadership.


* Partner with market leadership to review and analyze financial performance, trends, and strategy.


* Participate in monthly financial close processes and annual budgeting exercises.


* Develop and track performance metrics, and create presentations for senior management.


* Provide financial analysis on a variety of topics to senior management.


* Design new reports and dashboards to efficiently deliver financial results and key metrics.


* Enhance controls and streamline processes, introducing automation where possible.


* Support financial control, budgeting, and analysis of business metrics.


* Advise line of business CFOs on profitability and efficiency improvements.


* Collaborate with FP&A teams and interact regularly with Finance & Business Management peers.


* Ensure integrity in handling highly sensitive and confidential information.

Required qualifications, capabilities, and skills


* Hold a bachelor's degree in Accounting, Finance, or a technical field.


* Possess 2+ years of work experience


* Demonstrate advanced skills in Excel and PowerPoint.


* Exhibit strong analytical and problem-solving skills with ability to analyze large data sets.


* Show proficiency in data mining, gathering, and manipulation of data sets.


* Display strong verbal and written communication skills.


* Be a highly motivated self-starter with excellent time management and prioritization skills.


* Thrive under pressure and tight deadlines.


* Maintain integrity in handling confidential information.


* Work effectively as a team player and trusted partner for Business, Finance, and FP&A Teams.

Preferred qualifications, capabilities, and skills


* Preferably in Financial Services , accounting/controller or financial analysis roles.


* Familiarity with Thoughtspot, Essbase, and Tableau


* Experience in automation and process improvement.


* Inquisitive, enthusiastic, and diligen...