Bulge Bracket Investment Banks

Posted 2 months ago

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Senior Associate in the International Consumer Banking Finance & Business Management (F&BM) Planning & Analysis team based in London. The role leads monthly outlooks and annual budgets for P&L, balance sheet and headcount, produces baseline and stressed forecasts for regulatory submissions, and supports senior management reporting such as quarterly earnings and Investor Day. You will partner with business and strategy teams on ad-hoc financial modelling, migrate processes from Excel to firmwide systems, and present findings to senior leaders across global locations. The role requires strong Excel and analytical skills, attention to auditable records, and the ability to adapt to new planning tools and cross-functional collaboration.

Compensation: Not specified
City: London
Country: United Kingdom

Full Job Description

Location: LONDON, LONDON, United Kingdom

Join a team at the forefront of international consumer banking, where your insights shape business decisions and drive growth. As part of the ICB F&BM team, you will collaborate with talented colleagues across global locations, gaining exposure to senior leaders and innovative financial tools. This role offers the opportunity to expand your expertise, contribute to impactful projects, and accelerate your career progression. Experience a culture that values inclusivity, agility, and continuous learning. Make a difference by delivering analysis that supports strategic initiatives and business success.

As a Finance & Business Management Analyst in the International Consumer Banking (ICB) F&BM team, you play a key role in supporting strategic and financial priorities across ICB Chase Retail & Invest businesses, Latin America (C6 Bank), and ICB initiatives. You will collaborate with senior leaders in London and Mumbai, delivering insightful analysis to drive business decisions. We foster an inclusive, forward-thinking culture where you can grow your skills and career. You will have the opportunity to build new processes and contribute to impactful projects. Together, we create solutions that support the success of our global business.

Job Responsibilities

Lead production and reporting of monthly outlooks and annual budgets for P&L, balance sheet, and headcount at the legal entity level

Learn and become a subject matter expert in new planning and analysis tools as they are implemented

Support firmwide teams by addressing queries related to ICB financial performance

Assist in preparing materials for quarterly earnings, Investor Day, senior management reviews, and offsite meetings

Produce and analyze baseline and stressed forecasts for regulatory submissions

Partner with business and strategy teams to perform ad-hoc financial modelling

Contribute to strategic projects, including developing long-term solutions for user tools

Migrate processes from Excel to firmwide systems

Demonstrate agility and cross-functional collaboration to support wider teams

Present findings and recommendations to senior management

Maintain accurate and auditable records for all financial analysis

Required Qualifications, Capabilities, and Skills

Demonstrate excellent communication skills, with the ability to analyze and summarize large data sets

Thrive in a fast-paced, results-driven environment

Exhibit strong analytical and problem-solving abilities

Show flexibility and resilience under pressure, meeting changing requirements and strict deadlines

Maintain exceptional attention to detail and commitment to auditable records

Proficiency in Microsoft Office Suite, including advanced Excel skills

Ability to synthesize multiple data sources into cohesive presentations and recommendations

Experience presenting findings to senior management

Adapt quickly to new technology tools

Collaborate effectively across global teams

Uphold high standards of accuracy and integrity in financial analysis and demonstrate initiative and ownership in driving projects forward

Preferred Qualifications, Capabilities, and Skills

Experience with VBA development

Knowledge of Anaplan or similar planning tools

Exposure to financial modelling for new business initiatives

Familiarity with regulatory submissions such as ICAAP, ILAAP, or CCAR

Experience supporting Investor Day or senior management reviews

Background in migrating processes to firmwide systems

Ability to contribute to strategic projects and long-term solutions

Drive financial analysis and strategic support for International Consumer Banking in a dynamic, growth-focused team.

Full Job Description

Location: LONDON, LONDON, United Kingdom

Job Responsibilities

Lead production and reporting of monthly outlooks and annual budgets for P&L, balance sheet, and headcount at the legal entity level

Learn and become a subject matter expert in new planning and analysis tools as they are implemented

Support firmwide teams by addressing queries related to ICB financial performance

Assist in preparing materials for quarterly earnings, Investor Day, senior management reviews, and offsite meetings

Produce and analyze baseline and stressed forecasts for regulatory submissions

Partner with business and strategy teams to perform ad-hoc financial modelling

Contribute to strategic projects, including developing long-term solutions for user tools

Migrate processes from Excel to firmwide systems

Demonstrate agility and cross-functional collaboration to support wider teams

Present findings and recommendations to senior management

Maintain accurate and auditable records for all financial analysis

Required Qualifications, Capabilities, and Skills

Demonstrate excellent communication skills, with the ability to analyze and summarize large data sets

Thrive in a fast-paced, results-driven environment

Exhibit strong analytical and problem-solving abilities

Show flexibility and resilience under pressure, meeting changing requirements and strict deadlines

Maintain exceptional attention to detail and commitment to auditable records

Proficiency in Microsoft Office Suite, including advanced Excel skills

Ability to synthesize multiple data sources into cohesive presentations and recommendations

Experience presenting findings to senior management

Adapt quickly to new technology tools

Collaborate effectively across global teams

Uphold high standards of accuracy and integrity in financial analysis and demonstrate initiative and ownership in driving projects forward

Preferred Qualifications, Capabilities, and Skills

Experience with VBA development

Knowledge of Anaplan or similar planning tools

Exposure to financial modelling for new business initiatives

Familiarity with regulatory submissions such as ICAAP, ILAAP, or CCAR

Experience supporting Investor Day or senior management reviews

Background in migrating processes to firmwide systems

Ability to contribute to strategic projects and long-term solutions

Drive financial analysis and strategic support for International Consumer Banking in a dynamic, growth-focused team.

Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

Full Job Description

Job Responsibilities

Required Qualifications, Capabilities, and Skills

Preferred Qualifications, Capabilities, and Skills

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