Key Responsibilities:
- Balance and pricing forecasts leveraging quantitative and qualitative models for short-term, baseline, stress, and resolution and recovery planning by LOB, product, and legal entity
- Produces analytics and provide insights to highlight risks and opportunities for respective coverage areas in terms of balance and pricing strategies
- Provides pricing analytics for actual and expected trends along with understanding of competitive landscape
- Stakeholder on various product pricing forums
- Partners across Treasury and BSM to provide insights on product expectations to support liquidity, capital, earnings, and interest rate analytics capabilities
- Partners with model developer teams to assist with model drivers, trends and expected results
Skills:
- Analytical Thinking
- Data and Trend Analysis
- Financial Forecasting and Modeling
- Financial Management
- Risk Analytics
- Attention to Detail
- Business Acumen
- Financial Analysis
- Regulatory Compliance
- Scenario Planning and Analysis
- Adaptability
- Benchmarking
- Presentation Skills
- Stakeholder Management
- Strategic Thinking
Required Qualifications:
- Minimum 4 years of experience within a financial institution with experience as a Balance Sheet or Financial Analyst
- Excellent analytical and complex problem resolution skills
- Project Management experience
- Balance Sheet product and Net Interest Income business acumen
- Understanding of financial market dynamics, interest rates, accounting, and financial products
- Proficient in MS Office tools, especially Microsoft Excel (v look ups, pivot tables)
- Inquisitive, willing to challenge the status quo and strive to improve processes
- Ability to meet strict timelines, ability to work with a high level of autonomy and make well-reasoned decisions
- Team oriented
- Strong communication/interpersonal skills
Desired Qualifications:
- Treasury Experience
- Technical Business Analyst skills (SQL, VBA, Tableau, Python, Alteryx a plus)
Bachelor’s degree (quantitative finance, financial analysis, economics, or business administration preferred)
1st shift (United States of America)