Are you ready to make a significant impact across the Consumer & Community Banking finance organization? Join our Treasury Analytics team and help drive peer analytics and financial analysis framing our perspectives to senior management. Your input will contribute to supporting high-profile decision making both on core and topical challenges. 

As a Senior Associate in Treasury Analytics, you will have the opportunity to share your analysis through direct exposure to senior business leaders, helping to frame our understanding of key competitor financial performance, industry trends, as well as broad competitive intelligence across the firm. As a member of the Treasury Analytics team, you will also dive into analytics on liquidity characteristics helping to drive improvements in our analytical framework and models focused on our $1 Trillion + retail deposit portfolio.  You will tackle ambiguous problem statements, work independently forging deep connections across the firm that creates lasting impact for the team and across the firm! 

Job responsibilities

Gather and analyze publicly available data, like regulatory filings and earnings supplements, to build a deep understanding of competitive performance though synthesis and nuanced definition differences becoming a key SME and knowledge center for colleagues across the firm and senior leaders (data mastery)

Conduct thorough analyses of peer banks’ data, integrating disparate sources, collaborating and learning from other experts across the enterprise, generate informed assumptions while ensuring accuracy and data integrity driving the collective intelligence ahead (financial analysis)

Gain deep exposure to treasury analytics including a wide range of elements of our fortress balance sheet, developing expertise in core finance and banking skills including, interest rate risk, capital, liquidity and transfer pricing as well as valuation and strategic analytics significantly advancing your subject-matter expertise (ad-hoc analytics)

Build relationships across the firm, influence colleagues at all levels in a dynamic, high-stakes environment as you serve as an internal consultant tackling major business challenges ensuring timely delivery

Advance your skills in delivering high impact, well-structured presentations, clearly conveying the teams work to finance and non-finance audience alike, sharing compelling messages to our senior leaders

Leverage existing tools and techniques to create repeatable processed for intelligence creation while integrating the newest in technology advancements to further reduce errors and maximize the speed to insights

 

Required qualifications, capabilities, and skills

4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused roles

Bachelor’s degree in Finance, Accounting, Mathematics, Engineering, Statistics or other quantitative, analytical or financial subject areas

Advanced Excel proficiency, practical knowledge in financial analysis, competitive analytics and data management

Familiarity with retail banking and products

Excellent written and verbal communication skills with experience in debating complex concepts with senior leaders

 

Preferred qualifications, capabilities, and skills

Desire and/or progress towards MBA, CFA charter, CPA, CTP or other financial certification

Experience with programming languages, LLMs and statistical packages (e.g. Python, SQL, R)

Highly self-motivated, thrive in a dynamic environment, and have passion for uncovering business value

Knowledge of Hyperion Essbase, Dodeca, PitchPro, Tableau and relational data structures

Ability to understand the business context behind data

Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).