Deposit CFO Team Associate - Global Private Bank

Are you ready to fast track your journey toward becoming a CFO? The Global Private Bank Deposit CFO team is seeking a high performing finance professional with two to three years of experience.

Financial analysis or treasury background at a bank / financial institution, or product knowledge preferred.

We are looking for an ambitious candidate to work alongside the Deposit & Mortgage CFO, directly supporting the Global Head of Deposits and the firm's most senior finance leaders.

As an Associate on the Global Private Bank Deposit CFO team, you will join us in a fast-paced, high-performing environment where you will gain unparalleled exposure, develop your expertise, and build a future career in finance that only the Private Bank can offer.

Job responsibilities


* Serve as a strategic partner to the Global Private Bank Deposits Leadership Team by providing analytics and guidance which drives business development and aids in the execution of key business initiatives


* Evaluate and understand the financial impact from the drivers of deposit economics including: changes in the yield curve, Fed balance sheet actions, flows, product mix, and impacts from the deposit pricing team (e.g., large client exception pricing, campaigns, pricing reaction from deposit competition or alternative asset classes)


* Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes


* Support the Deposit & Mortgage CFO on deposit stress testing and related analytics which impacts the firm's capital adequacy assessment and its capital plan


* Improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology


* Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both Asset & Wealth Management and Corporate Finance & Treasury organizations, etc.)

Required qualifications, capabilities, and skills


* Bachelor's degree


* 3+ years relevant experience


* Experience in Deposits, Financial Analysis, or Treasury


* Ability to take ownership and work independently


* Analytical ability with capacity to tell the story and see the big picture


* Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank and Asset & Wealth Management


* Ability to articulate ideas in a clear, concise, and structured manner


* Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making


* Highly organized and structured; ability to prioritize and time manage is crucial


* Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely mat...