Treasury Analytics Senior Associate

Description

Join the Treasury Analytics team and drive Consumer & Community Banking’s interest rate risk framework! You will be responsible for analyzing, improving, and managing interest rate risk and transfer pricing across all areas of Consumer & Community Banking's balance sheet with a key focus on the firm’s $1T+ in retail deposit balances.

As a Senior Associate in Core Treasury, you must be able to operate independently to solve ambiguous problems, forging relationships across the firm to generate lasting impacts for teams outside your specific scope of direct influence. You will be refining balance sheet strategy and assessing market and macroeconomic impacts that are key elements of our team’s responsibilities. This is a critical role with direct exposure to senior business leaders responsible for the direction of our org's balance sheet.

Job responsibilities

Oversee Treasury Analytics: Applying foundational fixed income concepts to interest rate risk and transfer pricing management; assessing the impacts of market and macroeconomics changes on interest rate risk

Handle Project/Stakeholder Management: Proactively building relationships and influencing colleagues at all levels; ensuring timely production of deliverables and proactively raising potential issues in a small team environment with competing priorities and high-stakes responsibilities; serving as an internal consultant to help solve some of the biggest challenges across the org

Provide Strong Communication: Effectively delivering high quality, well-structured written presentations/memos; clearly communicating the team’s work to others with finance and non-finance backgrounds; delivering clear and compelling messages to senior audiences

Ensure Process Improvement: Leveraging existing and new sources, tools and data to continually reduce errors and increase processing speed

Oversee Data & Analytics: Gain exposure to financial analytics that help to guide business decisions, preparing data and ensuring accurate intelligence

Required qualifications, capabilities, and skills

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

Practical knowledge in financial analysis, competitive analytics and data management

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

Demonstrated ability to break down complex and ambiguous business problems into manageable sub-components, methodically structuring analysis to prototype solutions that deliver clear and actionable insights

Advanced proficiency in excel with experience leveraging it to build scalable and repeatable analytical frameworks

Working knowledge in at least one of the team’s core competency areas: retail banking, deposit pricing, corporate finance, interest rate risk/fixed income, net present value, cost of capital, return on equity, and discounted cash flows

Excellent communication skills both written (Presentation/PowerPoint, Memo/Word) and verbal with experience in discussing complex concepts with senior leaders

Preferred qualifications, capabilities, and skills

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

Experience with relational data sets or developing queries such as Access or SQL

Familiarity with Hyperion Essbase, Dodeca or other financial data platforms

The ideal candidate will be highly self-motivated, thrive in a dynamic environment with shifting priorities, and have passion and intellectual curiosity to find and capture business value

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. 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.