Financial Analysis Associate - Lending Private Bank CFO Team

Join our dynamic team as a Financial Analysis Associate, where you'll play a key role in driving strategic decision-making and business growth through insightful analytics.

This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment.

The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products.

Our team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective, which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions.

As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing profitability and forecasting the financial performance of our Lending portfolio.

You will perform ad-hoc analytics to support business leaders in making data-promotion decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business.

You will be a key member of the team, helping us analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions.

Job responsibilities


* Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions.


* Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and business leadership


* Resolve inquiries regarding front office comp metrics


* Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.)

Required qualifications, capabilities, and skills


* 3+ years of experience; experience with Lending products required


* Strong analytical skills and ability to work with large data sets required


* Strong experience with Excel required


* Interact and communicate clearly and confidently with management


* Ability to work in a fast-paced and intellectually-demanding environment


* Team oriented and strong work ethic


* Utilize judgment and discretion in working with highly confidential information

Preferred qualifications, capabilities, and skills


* Familiarity with SQL, Alteryx, Tableau, and/or Python a plus

To be eligible for this role, you must be authorized to work in the United States.

We do not offer any type of employment-based immigration sponsorship for this role.

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