Treasury Quantitative Strategy & Analytics, Associate

The Quantitative Strategy & Analytics (QSA) team within Consumer and Community Banking (CCB) Treasury tackles high-priority strategic projects sponsored by the CFO and the Treasurer that directly influences the balance sheet of the largest retail bank. As a member of our team, you will be responsible for applying treasury principles to balance sheet analytics, synthesizing strategic insights, and communicating compelling recommendations to executive stakeholders. You will be working on a wide range of projects with partners from line of business (LOB) analytics, pricing, product, finance, and capital markets teams. Example topics include: (1) recommending balance sheet actions in response to evolving business dynamics in an uncertain macroeconomic environment, (2) enhancing frameworks supported by analytics to best guide business decisions, (3) analyzing assumptions for capital, liquidity, funds transfer pricing, interest rate hedging, and balance sheet forecasting.

 

Job responsibilities:

• Finance / treasury analytics: Transforming complex business scenarios and behaviors into financial / mathematical representations to drive evidence-based treasury decisions, working with LOB partners to gather and ensure integrity of input data. Executing analyses to support discussions and guide LOB decision-making.
• Strategic thinking: Developing an understanding of the treasury and balance sheet management content knowledge underlying the advisory toolkit of QS&A. Participating in team problem-solving sessions in support of strategic business decision making.
• Communication: Contributing to the production of visualizations / dashboards and narratives for written materials to ensure they deliver clear and powerful messages to a senior audience.
• Stakeholder management: Building relationships with finance, and business partners firm-wide through collaboration on critical strategic projects. 
• Project management: Owning end-to-end work streams within the context of large-scale projects. Ensuring timely production of deliverables and proactively raising potential issues in the fast-paced environment of a small team with competing priorities and high-stakes responsibilities.

Required qualifications, capabilities, and skills:

• 3+ years of experience in banking, consulting, finance, strategy, capital markets, asset management, and/or risk management
• Quantitatively focused undergraduate and/or graduate degree or other demonstrated quantitative and analytical ability
• Versatile usage of Excel (advanced) to prototype solutions to complex business problems or design visualizations to help answer strategic business questions
• Excellent written (PowerPoint) and verbal communication skills with the ability to effectively discuss and debate complex concepts with senior stakeholders
• Qualified candidates will be analytical, resourceful, self-motivated individuals with a keen interest in financial services strategy, balance sheet management, banking, and corporate finance

Preferred qualifications, capabilities, and skills:

• MBA, MSc, MA equivalent and/or progress towards CFA charter preferred
• Experience using scripting / programming languages and statistical packages (e.g., Python, MATLAB, R, SQL)

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are d