The International Private Bank ("IPB") provides services to Ultra-High Net Worth ("UHNW") clients, offering expertise across wealth management disciplines to help grow, manage, and sustain their wealth. The IPB is the largest US-based international private bank based on client assets and operates out of over 20 offices across the globe. We have a defined a clear multi-year growth plan focusing on client acquisition and client deepening (increase in the existing clients’ share of wallet) through investing in talent and technology, and improving both the employee and client experience via digital tools, upgraded systems and simplified processes.

As the IPB Financial Analysis lead in the Asset & Wealth Management Finance and Business Management team, you will report directly to the IPB CFO and work closely with the IPB CEO, to provide consolidated financial analysis and reporting. You will play a pivotal role in coordinating across the regional and India based Finance teams, performing analysis of financial/business metrics, delivery of management reporting, enhancement of reporting initiatives and development of ad-hoc business performance analysis. You will also act as a key conduit between the regional teams and US partners in the Global Private Bank/Asset Wealth Management Planning & Analysis, Treasury, Strategy teams as well as the Product CFO organisation.

Job responsibilities

• Manage comprehensive financial analysis including client and business trends, advisor performance, advisor hiring, P&L forecasting/budgeting, and variance analysis for IPB.
• Lead insights and recommendations based on the analysis to support the International Private Bank CEO, CFO and broader Leadership team (including Regional CEOs and IPB Head of Investments & Engagement) to enable effective decision making
• Setting the agenda and priorities for a weekly IPB finance leadership meeting
• Weekly monitoring of IPB business results with reporting to IPB leadership team
• Preparation of a monthly financial deck for the IPB Operating Committee
• Subject matter expert in advisor metrics and represent IPB in an annual advisor metrics taskforce
• IPB lead for dashboards supporting the development of new finance dashboards alongside global dashboarding teams
• IPB lead for allocated expenses, building a good relationship with all expense partners to ensure accurate cost allocations to the business
• Collaborate with various stakeholders to establish the IPB Budget Review and stay up to date with the latest forecast; identifying risks and opportunities
• Understand key performance indicators (KPIs) across different parts of businesses and help develop new ways to monitor financial performance
• Partner with our India based teams to prepare and oversee the production of accurate and timely financial reports, presentations

Required qualifications, capabilities, and skills

• Experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
• Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
• Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
• Self-starter with the ability to operate independently.
• Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
• Detail oriented, strategic thinker with skills in analysis, data synthesis, and acute decision making
• Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
• Experience leading projects, dealing with competing priorities, and working within a matrix support environment
• Ability to distill complex information in a clear and concise way
• Advanced skills in Excel and PowerPoint

Preferred qualifications, capabilities, and skills

• Professional certifications such as CFA or CPA
• Working knowledge of Alteryx and Tableau
• Understanding of the P&L and Balance Sheet of a private bank / wealth management business