Client Onboarding & Documentation Business Manager - Senior Associate

Join our dynamic team where you'll help shape the future of Commercial & Investment Bank (CIB) operations.

You'll collaborate with senior leaders and partners across multiple functions, using your analytical skills to drive impactful business decisions and support high-profile transformation efforts.

As a Senior Associate in Finance & Business Management (F&BM) for the Client Onboarding & Documentation team, you will play a pivotal role in supporting major initiatives and AI for Operations projects.

You'll provide thought leadership, develop business cases, and deliver data-driven insights that empower senior management to achieve strategic objectives.

Our team values collaboration, innovation, and transparency, making your contributions essential to optimizing business performance and driving transformation.

Job Responsibilities:


* Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.


* Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.


* Analyze and monitor operational throughput to identify efficiency opportunities.


* Provide quantitative and qualitative analysis to support optimization decisions.


* Assess KPI trends and create impactful analysis to assist in developing business strategy.


* Lead data-driven analyses to provide transparency and enable decision-making.


* Structure complex problems into simple, easy-to-understand frameworks.


* Design management reporting packages to communicate business results transparently.


* Create executive-level presentations using PowerPoint PitchPro+.


* Communicate directly and effectively with all levels of the organization.


* Collaborate and partner with peers across business and staff areas to achieve goals.

Required Qualifications, Capabilities, and Skills:


* Bachelor's degree.


* Minimum 5 years of experience in financial data analysis and storytelling.


* Strong PowerPoint, Excel, and Word skills.


* Ability to work collaboratively and develop strong partnerships at multiple levels.


* Strong presentation skills and ability to communicate initiatives effectively.


* Strong verbal and written communication skills.


* Ability to produce results in a fast-paced environment.


* Ability to interpret and present complex data.


* Strong attention to detail and solid work ethic.


* Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.


* Excellent problem-solving, critical thinking skills, and ability to work independently as a mature, organized team player.

Preferred Qualifications, Capabilities, and Skills:


* Experience achieving goals without direct control over all resources.


* Experience developing strong, positive relationships with business stakeholders.



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

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