Quant Analytics-Senior Associate

Are you looking to make an impact through data-driven insights? Join our Global Private Bank team, where you’ll partner with business leaders to shape strategy, enhance analytics, and support critical financial decisions. As a Senior Associate – Mortgage Finance Analytics in Asset & Wealth Management Finance & Business Management (F&BM), you will support the Global Private Bank Deposit & Mortgage business. You will play a key role in delivering profitability insights, forecasting, and regulatory analytics while partnering closely with Finance, Credit Risk, and model stakeholders. This role offers the opportunity to own high-impact deliverables, enhance analytical capabilities, and translate complex data into actionable insights in a collaborative, control-focused environment.

Job 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

Required Qualifications, Capabilities, and Skills

• 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

Preferred Qualifications, Capabilities and Skills

• Experience within mortgage, lending, or credit lifecycle analytics

• Familiarity with stress testing frameworks and CECL reserve methodologies

• Programming experience in Python, R, SAS, or similar tools

• Understanding of banking and balance sheet concepts such as NII and FTP

• Experience with data visualization or analytics tools such as Tableau or Alteryx

• Exposure to forecasting models, prepayment analytics, or credit risk modeling

• Experience working in a regulated financial services environment