Mortgage CFO Team Associate - Global Private Bank

Are you ready to fast track your journey toward becoming a CFO? The Global Private Bank Mortgage CFO team is seeking a high performing finance professional with two to three years of experience. Financial analysis or treasury background at a bank / financial institution, or product knowledge preferred. We are looking for an ambitious candidate to work alongside the Mortgage & Deposit CFO, directly supporting the Global Head of Mortgage and the firm's most senior finance leaders.

As an Associate on the Global Private Bank Mortgage CFO team, you will join us in a fast-paced, high-performing environment where you will gain unparalleled exposure, develop your expertise, and build a future career in finance that only the Private Bank can offer.

• Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
• Understand and evaluate the financial impact : changes in the yield curve, Fed balance sheet actions, flows, product mix, and impacts
• Take active role in the forecasting process, its improvement / automation, and in articulating the drivers of revenue and balance changes
• Support the Deposit & Mortgage CFO on deposit stress testing and related analytics which impacts the firm's capital adequacy assessment and its capital plan
• Continuously improve the way we do business through review of current practices / processes, identifying deficiencies and / or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and Corporate Finance & Treasury organizations, etc.)

• Ability to take ownership and work independently
• Analytical ability with capacity to tell the story and see the big picture
• Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM
• Ability to articulate ideas in a clear, concise, and structured manner
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Highly organized and structured; ability to prioritize and time manage is crucial
• Sense of urgency : being more proactive than reactive, and ability to complete tasks / requests in timely matter are key
• Utilize judgment and discretion in working with highly confidential information
• Bachelor's degree
• 3+ years relevant experience '

• Experience in Deposits, Mortgages, Financial Analysis, or Treasury
• Understanding of deposit pricing, liquidity management, and IRRBB (interest rate risk in the banking book) is a plus
• Proficiency in SQL and / or Python is a plus
• Proficiency in LLMs AI tools (Alteryx, Thoughtspot, Data Bricks) is a plus

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.

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…