Senior Deposit Portfolio Manager

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversee the complete delivery of the designated Forecasting and Analytics or Performance Management domain.

• Take responsibility for domain outputs, ensuring their precision, defensibility, and quality.

• Guide the analytical agenda and utilize independent judgment regarding methodology, assumptions, and analytical strategies.

• Manage balance and rate forecasts, assumptions, scenarios, and pricing analyses, or oversee performance frameworks and tracking against plans.

• Develop, sustain, and enhance models, behavioral analyses, and scenario evaluations.

• Operate, extend, modify, and document tools and methodologies, including those received from external partners.

• Identify gaps in toolsets and propose enhancements to senior leadership.

• Generate reports and recommendations for pricing, planning, and governance meetings.

• Present and advocate for findings, recommendations, analytical methods, and conclusions to internal stakeholders.

• Foster working relationships with Finance and Data and Analytics concerning actuals, canonical data, and reconciliation inputs.

• Resolve disputes related to methodology and data with partner functions, escalating unresolved issues along with recommended solutions.

• Undertake special projects and additional responsibilities as necessary.

• Comply with regulatory and compliance policies, standards, applicable laws, and required training.

⛳️ Requirements

• Bachelor's Degree (4 years or equivalent) in Finance, Economics, Statistics, or a related quantitative field, or equivalent professional experience.

• More than 8 years of experience in deposit pricing, forecasting, financial analysis, or a related quantitative finance field.

• Proficient in quantitative analysis and financial modeling applied to deposit or balance sheet portfolios.

• Capability to manage a forecast or performance model from start to finish, including assumptions, methodology, and output validation.

• Knowledgeable in deposit or banking economics, covering balances, rates, cost of funds, and the factors that influence them.

• An advanced degree in Finance, Economics, Statistics, or a related quantitative discipline is preferred.

• Experience in banking or financial services, particularly with consumer deposits, is preferred.

• Familiarity with deposit forecasting, behavioral modeling, or price elasticity analysis is preferred.

• Experience in operating and independently extending a model or tool received from an external partner is preferred.

• Strong quantitative and financial modeling abilities.

• Capacity to convey analytical results to a non-technical audience.

• Comfortable working with large, imperfect datasets.

• Ability to operate, extend, and document transferred tools or methodologies.

• Keen attention to detail and a disciplined approach to reconciliation.

• Ability to cultivate and maintain effective relationships with stakeholders.

• Capability to adhere to relevant regulatory and compliance policies, standards, and laws.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• Disability insurance

• Comprehensive leave program

• Variable incentives, bonuses, commissions, or other awards may be included in total compensation