Location: Plano, TX, United States

Join our dynamic team as a Financial Analysis Associate, where you’ll play a key role in driving strategic decision-making and business growth through insightful financial analysis. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment.

As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing the profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-promoten decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business.

 

The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. 

The Credit and Banking CFO Team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective. Which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions.

The Lending Financial Associate will be a key member of the Global Private Bank Credit & Deposit CFO Team. This position will help analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions.

Job responsibilities

• Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions.
• Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and the business
• Resolve inquiries regarding front office comp metrics
• Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.)

 

Required qualifications, capabilities, and skills

• 3+ years of experience; experience with Lending products required
• Strong analytical skills and ability to work with large data sets required
• Strong experience with Excel required
• Interact and communicate clearly and confidently with management
• Ability to work in a fast-paced and intellectually-demanding environment
• Team oriented and strong work ethic
• Utilize judgment and discretion in working with highly confidential information

 

Preferred qualifications, capabilities, and skills

• Familiarity with SQL, Alteryx, Tableau, and/or Python 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.
 

The Lending Financial Associate is a key member of the Global Private Bank Credit & Deposit CFO Team.