AVP/ Analyst, Business Planning & Process, Investment Products & Advisory, Consumer Banking Group
Core
Support Wealth Management business growth through business planning, budgeting, forecasting, performance monitoring, and strategic analysis.
Role type
Senior business analyst (business planning & process)
Builds
Business plans, budgets, forecasts, and management reports for Wealth Management
Domain
Consumer Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Business planning, budgeting, forecasting, performance analysis, strategic thinking, data analysis, regulatory compliance
Preferred skills
MBA, CFA, CFP, investment product knowledge, project management
Technologies
Data analysis tools, business performance management systems
Responsibilities
Lead annual budgeting and business planning process, prepare management presentations and reports, produce business forecasts and performance analysis, monitor key business metrics, generate actionable insights for strategic planning, support transformation initiatives
Seniority
Mid-level, hands-on IC