Treasury Peer Analytics Senior Associate

JOB DESCRIPTION

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

• Bachelor’s degree in Finance, Accounting, Mathematics, Engineering, Statistics or other quantitative, analytical or financial subject areas
• 4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused role
• 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
• Ability to understand the business context behind data
• Knowledge of Hyperion Essbase, Dodeca, PitchPro, Tableau and relational data structures

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.
 

ABOUT US

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.