Global Private BankTechnology Finance & Business Management- Associate

Job description

Shape how world-class technology, product, and design teams operate—at scale. In this role, you’ll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. If you’re energized by complex problems, high standards, and measurable outcomes, you’ll find a platform here to do some of your best work. As a Finance & Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where the organization invests, how it plans, and how it delivers—bringing clarity to priorities and transparency to spend and capacity. You’ll lead financial planning and forecasting, develop and review business cases, and build decision-ready reporting for senior leaders. You’ll build trusted relationships across technology, product, design, finance, and HR to ensure teams have the insights and resources to execute with speed and discipline. Job Responsibilities Partner with technology, product, and design leadership to set and execute strategic initiatives that drive growth, efficiency, and operating-model evolutionOwn business case development and review, ensuring investment decisions are well-structured, data-driven, and aligned to enterprise prioritiesLead financial planning and forecasting with timely, accurate insights that help leaders manage trade-offs and meet commitmentsMonitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs, identifying opportunities to reinvest or improve efficiencyBuild and maintain headcount forecasting models, keeping assumptions current and outputs decision-readyRun deep-dive reviews on headcount, infrastructure, vendor strategy, financial performance, and location strategy, turning analysis into clear recommendationsCoordinate closely with HR and Finance to gather inputs, validate data, and refine models as business needs changeDesign executive-ready reporting (dashboards, recurring packs, and narrative insights) that enables fast, confident decision-makingContinuously improve reporting processes, closing gaps, strengthening controls, and increasing automation where it adds valueLead ad hoc projects and transformation initiatives, driving execution, tracking outcomes, and elevating operational excellenceApply firm-approved AI-enabled productivity and analytics tools to automate routine analysis and improve decision support, exercising strong judgment around data sensitivity and appropriate useRequired Qualifications, Capabilities, and SkillsBachelor’s degree in Finance, Engineering, Economics, or a related field, plus 5+ years of relevant experience in business management, financial planning, strategic planning, or a similar roleDemonstrated expertise building and maintaining forecasting models and management reporting, with strong attention to detailStrong analytical judgment, with ability to translate complex data into clear, actionable insights and recommendationsExperience managing budgets and driving cost optimization across labor and non-labor expense typesProven ability to lead through influence in a matrixed environment, manage senior stakeholders effectively, and resolve conflict constructivelyExcellent communication and interpersonal skills—structured, concise, and confident with executives and cross-functional partnersContinuous-improvement mindset with a track record of making processes more effective and scalable; comfortable operating at pace with shifting priorities, high standards, and willingness to travel as neededPreferred Qualifications, Capabilities, and Skills Master’s degree or MBA in Finance, Engineering, Economics, or a related field