Overview In this Senior Associate role, you will partner with Mortgage Finance and business leaders to deliver profitability insights and forecasting for the Global Private Bank. You will own analytics across CCAR stress testing, CECL reserves, and forecasting of NII, FTP, and balance sheet drivers, translating complex model outputs into actionable executive-ready insights. You'll collaborate with Finance, Credit Risk, and model stakeholders in a control-focused environment to strengthen decision-support and internal controls. This position offers high-impact deliverables and opportunities to advance analytical capabilities within a leading private bank.
Compensation / Benefits- base salary
- incentive compensation
- comprehensive health care coverage
- retirement savings plan
- backup childcare
- tuition reimbursement
Responsibilities- Partner with Mortgage Finance and business leadership to deliver profitability analysis, trends, and decision-support insights
- Execute quarterly processes including mortgage stress testing (CCAR) and CECL reserve analytics
- Analyze stress testing and reserving outputs, summarizing key themes and presenting insights to senior management
- Perform ad hoc analytics to support Credit Risk, including credit cost trends and model result interpretation
- Collaborate with stakeholders to enhance and monitor forecasting frameworks across revenue, credit, and prepayment risks
- Support financial forecasting and outlook for mortgage-related metrics, including balance projections, NII, FTP, and client rates
- Translate complex model outputs and balance sheet drivers into clear, executive-ready insights
- Design and maintain analytical tools to support forecasting, model execution, and performance monitoring
- Support model implementation activities, including user acceptance testing (UAT), validation, and ongoing monitoring
- Ensure compliance with regulatory requirements and adherence to the firmwide Model Risk Policy
- Drive process improvements through automation, simplification, and enhancement of internal controls
Key requirements- Bachelor's degree in Finance, Economics, Business, or a related field
- Experience in finance analytics, quantitative analytics, credit analytics, or forecasting
- Strong analytical and problem-solving skills with the ability to synthesize data into clear insights
- Advanced Excel skills, including working with large datasets and complex formulas
- Working knowledge of SQL and experience querying structured datasets
- Experience supporting model execution, implementation, or validation activities
- Strong communication skills with the ability to effectively engage stakeholders, including senior leadership
- Strong communication
- stakeholder engagement
- problem-solving
- Advanced Excel with large datasets
- SQL
- Python,R,SAS or similar tools
