Treasury Deposit Analytics Senior Associate

JOB DESCRIPTION

Are you ready to make a significant impact across the Consumer & Community Banking finance organization? Join our Core Treasury Analytics team and create our newest segmentation empowering a client driven approach to our portfolio analytics. Your input will contribute to supporting high-profile decision making both on core and topical challenges as well as support a transformational view of our portfolio characteristics. 

As a Treasury Deposit Analytics Senior Associate in Core Treasury, you will have the opportunity to share your analysis through direct exposure to senior business leaders, helping to frame our understanding of clients financial performance, preferences and expectation behaviors. 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 and work independently forging deep connections across the firm that creates lasting impact for the team and across the firm! 

Job responsibilities

• Design, develop and optimize complex SQL queries / Python scripts that support interest rate risk, forecasting and other treasury analytics on state-of-the-art platforms including Databricks and Snowflake. Includes query tuning to ensure optimal execution, identifying data attribute enhancements that lead to additional insights and consulting with stakeholders to deliver target insights
• Analyze deposit performance across key client attributes and seasonal events to help inform client segmentation analysis, becoming a subject matter expert on cross line of business impacts to deposit liquidity on our fortress balance sheet
• Collaborate with our finance partners to understand and evaluate economic data releases and their impact on financial forecasts, synthesizing the downstream impacts to CCB treasury analytics
• Build and nurture 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
• 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

• 4+ years of full-time work experience in quantitatively focused roles
• Experience using scripting/programming languages and statistical packages (e.g. Python, SQL, R)
• Practical knowledge in financial analysis, competitive analytics and data management 
• Bachelor’s degree in quantitative, analytical or financial subject area including Statistics, Mathematics, Finance, Accounting, Engineering or equivalent work experience
• Advanced Excel use including structured process to prototype and solution analysis which is easy to follow, helping to answer complex and/or ambiguous questions
• Working knowledge of retail banking and products
• Excellent communication skills both written (Presentation/PowerPoint, Memo/Word) and verbal with experience in debating complex concepts with key stakeholders

Preferred qualifications, capabilities, and skills

• Highly self-motivated, thrive in a dynamic environment with shifting priorities, and have passion and intellectual curiosity to find and capture business value
• Familiarity with Hyperion Essbase, Dodeca, PitchPro, Tableau and relational data structures
• Strong understanding and proven experience in using statistical methods and algorithms used in segmentation and clustering (e.g. K-means, hierarchical clustering) for business use cases including customer profiling, customer segmentation and data mining
• Desire and/or progress towards MBA, CFA charter, CPA, CTP or other financial certification
• Demonstrated ability to understand the underlying business context of data

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.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).

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.