Bulge Bracket Investment Banks

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**Global Private Bank Technology Finance & Business Management - Associate** As a Finance & Business Management (F&BM) Associate in our Global Private Bank Technology, you'll guide strategic investments and drive transformation. Key responsibilities encompass defining the organization's investment priorities, business planning, and delivering clear, decision-ready reporting to senior leaders. Collaborate cross-functionally to ensure teams excel with speed and discipline. Required qualifications include a bachelor's degree in a relevant field, plus 5+ years of experience, and expertise in financial planning, business case development, and stakeholder management. Empowered by AI-enabled tools, drive operational excellence in our dynamic, high-standard environment.

Compensation: Not specified USD
City: Jersey City
Country: United States

Full Job Description

Location: Jersey City, NJ, United States

Shape how world-class technology, product, and design teams operateat scale. In this role, youll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. If youre energized by complex problems, high standards, and measurable outcomes, youll find a platform here to do some of your best work.

As a Finance & Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where the organization invests, how it plans, and how it deliversbringing clarity to priorities and transparency to spend and capacity. Youll lead financial planning and forecasting, develop and review business cases, and build decision-ready reporting for senior leaders. Youll build trusted relationships across technology, product, design, finance, and HR to ensure teams have the insights and resources to execute with speed and discipline.

Job Responsibilities

Partner with technology, product, and design leadership to set and execute strategic initiatives that drive growth, efficiency, and operating-model evolution

Own business case development and review, ensuring investment decisions are well-structured, data-driven, and aligned to enterprise priorities

Lead financial planning and forecasting with timely, accurate insights that help leaders manage trade-offs and meet commitments

Monitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs, identifying opportunities to reinvest or improve efficiency

Build and maintain headcount forecasting models, keeping assumptions current and outputs decision-ready

Run deep-dive reviews on headcount, infrastructure, vendor strategy, financial performance, and location strategy, turning analysis into clear recommendations

Coordinate closely with HR and Finance to gather inputs, validate data, and refine models as business needs change

Design executive-ready reporting (dashboards, recurring packs, and narrative insights) that enables fast, confident decision-making

Continuously improve reporting processes, closing gaps, strengthening controls, and increasing automation where it adds value

Lead ad hoc projects and transformation initiatives, driving execution, tracking outcomes, and elevating operational excellence

Apply firm-approved AI-enabled productivity and analytics tools to automate routine analysis and improve decision support, exercising strong judgment around data sensitivity and appropriate use

Required Qualifications, Capabilities, and Skills

Bachelors degree in Finance, Engineering, Economics, or a related field, plus 5+ years of relevant experience in business management, financial planning, strategic planning, or a similar role

Demonstrated expertise building and maintaining forecasting models and management reporting, with strong attention to detail

Strong analytical judgment, with ability to translate complex data into clear, actionable insights and recommendations

Experience managing budgets and driving cost optimization across labor and non-labor expense types

Proven ability to lead through influence in a matrixed environment, manage senior stakeholders effectively, and resolve conflict constructively

Excellent communication and interpersonal skillsstructured, concise, and confident with executives and cross-functional partners

Continuous-improvement mindset with a track record of making processes more effective and scalable; comfortable operating at pace with shifting priorities, high standards, and willingness to travel as needed

Preferred Qualifications, Capabilities, and Skills

Masters degree or MBA in Finance, Engineering, Economics, or a related field

Partner with GPB Technology leaders on planning, forecasting, and reporting to guide investment and drive transformation.

Full Job Description