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CB - Deposit Analytics - Associate

About the Employer

Job Overview

Job Category
Gender preferred
No Preferences
Job Role
Financial Analyst
Career Level
Qualified Professional - Experienced
Functional Area
Work preferred
Work from Office


Min Experience
4 Years
Max Experience
8 Years


Any Graduation
Post Graduation
CFA, CA - Qualified, MBA/PGDM

Job Description

Responsibilities include:  

  • Develop internal reporting package and metrics, create presentations and communication for executive management. highlighting financials and strategies for business line
  • Build financial review pages for quarterly business reviews for senior management meeting/discussion
  • Work on all Revenue Management projects - including End of Month reporting for each product, providing roll up reporting for LoB & business head
  • Providing information to the business that allows management to make informed pricing and investment decisions
  • Monitor product performance on monthly basis, provide in depth variance analysis and business outlook to senior leaders
  • Work with LOB owners and functional leader to ensure delivery of expected financial results, with product performance KPI’s
  • Liaise with controllers incase of discrepancies and detail understanding of actuals
  • Perform quantitative and qualitative analysis around various business subject matter, provide valuable data driven insight to facilitate business decision making
  • Provide weekly and monthly management reporting on the deposit portfolio such as balance trending, market rates and pricing, exception reporting, and segment level portfolio overviews.
  • Design and build new reports that provide management with information on product performance, portfolio insights, product pricing, and other key KPI’s highlighting business/segment performance
  • Take responsibility and accountability for robust quality control and standards
  • Help execute and drive strategic projects designed to enhance deposit portfolio management capabilities and smart decision making across the deposit book.
  • Ad hoc projects/task as requested

Skills Required

Chartered Accountant(CA)   CFA   MBA   Financial Analysis   Financial Planning   Finance and Accounts   Financial Reporting   Financial Control