In this role, you'll drive innovation in research strategy and financial reporting, focusing on liquidity and interest rate risk. Reporting directly to the Consumer and Community Banking Treasurer, you'll craft a strategic vision and roadmap, delivering tangible benefits to Consumer and Community Banking and Treasury and Chief Investment Office.
Job Responsibilities:
- Develop a strategic vision and roadmap for the future state of CCB Treasury Deposits.
- Oversee the team’s work on valuation and pricing, liquidity modeling, FTP analytics, allocation, forecasting, and peer bank balance sheet analytics.
- Drive the research agenda around retail industry deposits, customer analytics, market share, and other retail deposit themes, along with the associated data and platform strategy.
- Partner effectively with Finance, Treasury, Risk, and other stakeholders.
- Lead senior-level discussions and produce executive-level materials to communicate the team’s work.
- Manage a team of experienced professionals.
- Lead and develop training programs to upskill the organization around deposits and treasury concepts.
Required qualifications, capabilities and skills:
- 15+ years of experience in Treasury or the finance/banking industry.
- Proven ability to deliver results in a large and networked organization, navigating across various groups at JPMorgan Chase (Treasury/Chief Investment Office, Corporate and Line of Business Finance, Risk, Product and other business stakeholders, Tech, Data, etc.) – building relationships, understanding user needs, generating buy-in, and executing against priorities.
- Intellectual leader with the technical depth needed to hire and guide quants for balance forecasting, pricing optimization, valuation, and novel analytics, while guiding data and platform strategy.
- Strong, clear, and concise written and verbal communication skills with the ability to prepare executive-level presentations for internal and external audiences.
- End-user focused, with a commitment to designing analytics and reporting that meet stakeholder needs.
- Seasoned organizational leader capable of developing a vision and building and leading a team of experienced professionals.
Preferred qualifications, capabilities and skills:
- Deep knowledge of retail deposits, macroeconomics, rates, interest rate risk, Fed balance sheet, bank balance sheet regulations, and corporate finance.
- Planning & Analysis experience, with the ability to explain complex topics simply and keep track of a wide range of forecasts and sensitivities.
- Technically focused advanced degree.