Deposit Product Analyst/Associate
Core
Manage and launch deposit products (sweep deposits, savings, CDs, global currency) for Wealth Management clients across advisor-led and self-directed channels.
Role type
Associate Product Analyst (Deposit Products)
Builds
Deposit product suite, client communications, marketing strategies, financial forecasts
Domain
Wealth Management / Retail Banking / Financial Services
Deliverable
product features
Required skills
Project management, data analytics, financial forecasting, competitive analysis, regulatory compliance coordination, client issue resolution
Preferred skills
Wealth Management experience, Management Consulting experience, SQL knowledge
Technologies
MS Office (Excel, PowerPoint), SQL
Responsibilities
Drive project management of new products from pilot through launch; Provide data & analytics to monitor financial performance; Develop presentations to senior management and regulators; Analyze competitive strategies; Prepare financial forecasts; Draft client communications and implement marketing strategy; Partner with Risk, Legal, Compliance, and Audit; Support Financial Advisors and Private Bankers in product marketing and client issue resolution
