Deposit Forecasting and Analytics - Senior Associate

Job Responsibilities

• Partner with the planning & analysis (P&A) teams for the execution of the forecast and the monthly reporting deliverables
• Partner with the model analytics team to understand model drivers and derive analytical frameworks for forecasting deposit balances and customer rate paid
• Stress, sensitize, and troubleshoot forecast model results to ensure reasonable outcomes
• Advancing the team's data capabilities in order to provide senior management more insights into deposit trends
• Present forecast updates to LOB CFOs, Pricing, Treasury and other key senior partners
• Timely address ad-hoc requests from senior management

Required Qualifications, Skills, And Capabilities

• Bachelor's degree in related field required (finance, economics, statistics, math)
• 3+ years of experience in one or a combination of the following: financial analytics or reporting, treasury or pricing analytics at a large financial institution or management consulting firm
• An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), and work well in cross-functional teams
• Aspiration to become a future leader and manager of others at the firm

Preferred Qualifications, Skills, And Capabilities

• CFA or Master's degree preferred
• Familiarity with basic statistics and analytical tools such as Tableau, Alteryx, Python, R, and SQL is a plus