Deposit Forecasting and Analytics - Senior Associate

Job Title

Deposit Forecasting and Analytics Associate

This is a key position to support the forecast execution of over ~$13B in annual deposit net interest revenue. This position will require close interaction with other teams including Treasury, Product & Pricing, Technology, CFOs, Corporate Planning & Analysis (P&A), Corporate Treasury & Chief Investment Office (TCIO), Controllers, and other line of business finance teams.

As a Deposit Forecasting and Analytics Associate within consumer banking, you will understand key promoters such as accounts, customer rates paid, transfer funds pricing (FTP), balances, debit card transactions, overdrafts, and investment flows. You will also be accountable for developing best in-class analytics around deposit growth and NII drivers to support forecasting and month-end reporting. Additionally, the analytics derived from these exercises will be used extensively by the business to inform strategy as well as by the Corporate Treasury and Chief Investment Office to develop funding, capital, interest rate risk (IRR), and asset-liability management (ALM) frameworks.

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

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

Ability to find relationships and identify patterns in large datasets and to see business implications of findings, and translate into concise, insightful, and actionable recommendations

Aspiration to become a future leader and manager of others at the firm

CFA or Master's degree preferred

Familiarity with basic statistics and analytical tools such as Tableau, Alteryx, Python, R, and SQL is a plus

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…