Wealth Management Solutions Deposit Pricing Analytics – Associate jobs in United States
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Chase · 2 days ago

Wealth Management Solutions Deposit Pricing Analytics – Associate

Chase is a leading financial institution that offers innovative financial solutions to a diverse clientele. The Deposit Pricing Associate role involves supporting the Banking Practice by contributing to analytical projects and maintaining pricing strategies for deposit products across the global business.

BankingFinancial Services

Responsibilities

Develop and institutionalize process to maintain an analytical source of truth for deposits data – account/client attributes & performance every month, for new and existing book
Apply data-driven approaches to help create, refresh, and maintain pricing strategies for all deposit products in GPB’s global deposit business
Perform in-depth analysis of prevailing pricing across clients and products, leveraging quantitative techniques & frameworks, to recommend rate changes and present findings at scheduled forums
Own intent in technology projects to revamp pricing screens, controls & deposit placement tickets, increase efficiency and build more data controls
Design, build, and maintain advanced models and analytical workflows to evaluate the impact of pricing changes on book volumes and net interest income, supporting incremental profitability assessments
Collaborate with other business lines to understand and align pricing strategies, sharing analytical insights to support decision-making

Qualification

Data analysisFinancial services experienceSQLPythonSASTableauAlteryxExcelIntellectual curiosityPresentation skillsProblem solvingTeam player

Required

4+ years of experience in financial services, with a strong focus on analytics supporting the Banking business
Background in financial services/deposits/lending & treasury, ideally within Wealth Management, with hands-on experience in data analysis and modelling
Structured problem solving – Identify issues, define clear problem statements, arrive at hypotheses, develop frameworks, pull data to unambiguously prove or disprove these hypotheses
Storyboarding & Presentation – Strong written and verbal communication skills to communicate problem-solving approach, framework and recommendations
Data & Quantitative analysis – Strong proficiency with SQL, Python, SAS, Tableau, Alteryx, and MS Office suite including Excel, PowerPoint
Intellectual curiosity – demonstrated eagerness/aptitude to learn about global macroeconomics, short-term yield trends, recent developments in analytical modelling that study client behavior
Team player with positive attitudes towards new tasks, dealing with obstacles in daily tasks, details oriented and willingness to put in additional efforts

Preferred

Strategic and analytical thinker with a drive towards execution and results
Influencing skills to manage a variety of stakeholders from different functions
Team player who proactively shares knowledge and information within and outside the function and can manage other team members

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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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