Apply on Employer Site

Chase · 5 months ago

Global Private Bank Finance Annuities & Life Insurance Associate

8181 Communications Pkwy Ste C, Plano, TX, 75024, US

Full-time

Onsite

Mid, Senior Level

5+ years exp

Chase is a leading financial institution seeking a Financial Associate for their Global Private Bank Annuities & Life Insurance division in Plano, Texas. This role involves conducting financial analytics to assess profitability and providing forecasting support to inform strategic decisions, while promoting growth and maintaining financial reporting.

BankingFinancial Services

Responsibilities

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 yields, pipeline projections, sales, product mix, and impacts

Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes

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 USWM organizations, etc.)

Qualification

Financial AnalysisAnnuities ExperienceLife Insurance ExperienceSQLPythonLLMs AI toolsAnalytical abilityJudgmentDiscretionCommunication skillsDetail orientedOrganizational skills