Client Onboarding & Service Capacity Planning Analyst - Senior Associate

Join the Commercial & Investment Banking Finance & Business Management Capacity Planning team as a professional supporting the Client Onboarding & Service organization. If you enjoy working with numbers, big data, possess excellent presentation skills, have sound statistical knowledge, and great stakeholder management, this role is for you! This high-visibility role involves direct interaction and partnership with various senior managers within the bank.

As a Capacity Planning Analyst within the Commercial & Investment Bank, you will advance the business analysis and reporting agenda, manage the monthly Performance Review process, and partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling. Your role involves analyzing FTE Saves, identifying opportunities for advanced analyses, and building trusted relationships with stakeholders.

Job Responsibilities:

• Advance the business analysis and reporting agenda by providing efficiency recommendations based on forecasting and capacity planning insights.
• Use analytic tools to inform the business of risks and opportunities and prepare detailed business analysis to explain performance results.
• Develop cross-functional knowledge to understand performance and trends impacting decision-making on business strategies.
• Manage the monthly Performance Review process, producing the monthly performance deck and providing actionable recommendations.
• Partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling.
• Analyze FTE Saves and benefits of business initiatives such as technology enhancements and productivity improvements.
• Identify opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions.
• Develop a deep understanding of systems and processes to extract insights from existing data and recommend enhancements.
• Build trusted relationships with stakeholders, cross-functional partners, and leadership.
• Create executive-level presentations using PowerPoint PitchPro+.
• Communicate effectively with business partners to drive project next steps.

• 2 years of experience in business analysis, reporting, Capacity Planning, and/or Workforce Management.
• Strong quantitative and problem-solving skills with the ability to multi-task in a fast-paced environment.
• Excellent interpersonal and communication skills.
• Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
• Excellent problem-solving and critical thinking skills with the ability to interpret and present complex data.
• Bachelor's degree in a business discipline, quantitative, or related field (Data Analytics, Finance, Computer Science, etc.).

• 3 years of experience in using data technology to solve complex business problems.
• Hands-on expertise in multiple Business Intelligence toolsets and database platforms.
• Tableau and SQL/coding experience.
• Knowledge of Alteryx, Python/R, and Qlik Sense.
• Knowledge and experience with various analytical, modeling, and statistical methodologies.