Treasury Peer Analytics Senior Associate jobs in United States
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Chase · 3 months ago

Treasury Peer Analytics Senior Associate

Chase is a leading financial institution seeking a Treasury Peer Analytics Senior Associate to join their Treasury Analytics team. The role involves conducting peer analytics and financial analysis to support senior management decision-making, as well as improving analytical frameworks related to the firm's retail deposit portfolio.

BankingFinancial Services
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Responsibilities

Gather and analyze publicly available data, like regulatory filings and earnings supplements, to build a deep understanding of competitive performance though synthesis and nuanced definition differences becoming a key SME and knowledge center for colleagues across the firm and senior leaders (data mastery)
Conduct thorough analyses of peer banks’ data, integrating disparate sources, collaborating and learning from other experts across the enterprise, generate informed assumptions while ensuring accuracy and data integrity driving the collective intelligence ahead (financial analysis)
Gain deep exposure to treasury analytics including a wide range of elements of our fortress balance sheet, developing expertise in core finance and banking skills including, interest rate risk, capital, liquidity and transfer pricing as well as valuation and strategic analytics significantly advancing your subject-matter expertise (ad-hoc analytics)
Build relationships across the firm, influence colleagues at all levels in a dynamic, high-stakes environment as you serve as an internal consultant tackling major business challenges ensuring timely delivery
Advance your skills in delivering high impact, well-structured presentations, clearly conveying the teams work to finance and non-finance audience alike, sharing compelling messages to our senior leaders
Leverage existing tools and techniques to create repeatable processed for intelligence creation while integrating the newest in technology advancements to further reduce errors and maximize the speed to insights

Qualification

Financial analysisAdvanced Excel proficiencyProgramming languagesRetail banking knowledgeFinancial certificationsUnderstanding business contextCommunication skillsSelf-motivated

Required

Bachelor's degree in Finance, Accounting, Mathematics, Engineering, Statistics or other quantitative, analytical or financial subject areas
4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused role
Advanced Excel proficiency, practical knowledge in financial analysis, competitive analytics and data management
Familiarity with retail banking and products
Excellent written and verbal communication skills with experience in debating complex concepts with senior leaders

Preferred

Desire and/or progress towards MBA, CFA charter, CPA, CTP or other financial certification
Experience with programming languages, LLMs and statistical packages (e.g. Python, SQL, R)
Highly self-motivated, thrive in a dynamic environment, and have passion for uncovering business value
Ability to understand the business context behind data
Knowledge of Hyperion Essbase, Dodeca, PitchPro, Tableau and relational data structures

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase