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CCB Finance- Consumer Banking & CWM, Strategy & Analytics, Analyst

Req #: 170087431
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)

The Consumer Bank & Chase Wealth Management provide deposit and investment solutions to Chase customers in ~5,200 branches through ~18,000 bankers and ~3,000 licensed financial advisors. The portfolio consists of ~$500B in deposits and ~$250B in investments held by ~25MM customers.


The branch channel is ever-evolving in the age of digitization.  While customers are rapidly embracing self-directed solutions through our mobile and digital channels, they still use the branch each year; but less for transactional needs and more for advice.   Continuing to meet customer needs in an omni-channel world is critical to our success as a company.


This role will focus on key strategic initiatives around optimizing staffing levels, ensuring comp programs align with key business objectives, executing against technology roadmaps, and developing a deep understanding of business drivers.  Day-to-day work involves analyzing qualitative and quantitative data to solve problems and outline the strategic direction for the business.  Work is team-based and project-oriented in nature.  Agenda is driven in large part by senior management and is high-impact and high-visibility.    

Key Responsibilities:

  • Support the Consumer Bank CEO, CFO, and Sr. Field Management on a range of strategic initiatives to drive growth (e.g., advisor hiring, Net New Money growth, technology roadmap) and efficiency agendas

  • Develop a nuanced understanding of branch staffing and Field management to support complex staffing models

  • Drive client adoption of self-directed and digital solutions and build connectivity between Chase Wealth Management, Chase Investments Direct, and Digital Wealth Management

  • Partner closely across multiple functions (e.g., Field, HR, Marketing, Technology, Operations) and LOBs (e.g., Wealth Management, Private Bank) to develop consensus and align on how to operationalize findings of analyses

  • Bachelors degree in a quantitative discipline, MBA or graduate degree a plus

  • General understanding of financial services. Experience in wealth management and/or retail banking is a plus.

  • 2-3 years of experience in an analytical / strategic role – e.g., top tier management consulting, investment banking, equity research, corporate strategy or finance.

  • Advanced Excel skills / modeling experience required; Essbase, Access, VBA, SQL, and other technical skills a plus, but not required.

Must be able to synthesize complex analysis into concise, executive-level communications.

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