Global Private Bank Technology Finance & Business Management Associate

Shape how world-class technology, product, and design teams operate—at scale. In this role, you’ll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. If you’re energized by complex problems, high standards, and measurable outcomes, you’ll find a platform here to do some of your best work.

As a Finance & Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where the organization invests, how it plans, and how it delivers—bringing clarity to priorities and transparency to spend and capacity. You’ll lead financial planning and forecasting, develop and review business cases, and build decision-ready reporting for senior leaders. You’ll build trusted relationships across technology, product, design, finance, and HR to ensure teams have the insights and resources to execute with speed and discipline.

Job Responsibilities 

• Partner with technology, product, and design leadership to set and execute strategic initiatives that drive growth, efficiency, and operating-model evolution
• Own business case development and review, ensuring investment decisions are well-structured, data-driven, and aligned to enterprise priorities
• Lead financial planning and forecasting with timely, accurate insights that help leaders manage trade-offs and meet commitments
• Monitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs, identifying opportunities to reinvest or improve efficiency
• Build and maintain headcount forecasting models, keeping assumptions current and outputs decision-ready
• Run deep-dive reviews on headcount, infrastructure, vendor strategy, financial performance, and location strategy, turning analysis into clear recommendations
• Coordinate closely with HR and Finance to gather inputs, validate data, and refine models as business needs change
• Design executive-ready reporting (dashboards, recurring packs, and narrative insights) that enables fast, confident decision-making
• Continuously improve reporting processes, closing gaps, strengthening controls, and increasing automation where it adds value
• Lead ad hoc projects and transformation initiatives, driving execution, tracking outcomes, and elevating operational excellence
• Apply firm-approved AI-enabled productivity and analytics tools to automate routine analysis and improve decision support, exercising strong judgment around data sensitivity and appropriate use

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance, Engineering, Economics, or a related field, plus 5+ years of relevant experience in business management, financial planning, strategic planning, or a similar role
• Demonstrated expertise building and maintaining forecasting models and management reporting, with strong attention to detail
• Strong analytical judgment, with ability to translate complex data into clear, actionable insights and recommendations
• Experience managing budgets and driving cost optimization across labor and non-labor expense types
• Proven ability to lead through influence in a matrixed environment, manage senior stakeholders effectively, and resolve conflict constructively
• Excellent communication and interpersonal skills—structured, concise, and confident with executives and cross-functional partners
• Continuous-improvement mindset with a track record of making processes more effective and scalable; comfortable operating at pace with shifting priorities, high standards, and willingness to travel as needed

Preferred Qualifications, Capabilities, and Skills 

• Master’s degree or MBA in Finance, Engineering, Economics, or a related field