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Deposit & Cash Management is seeking an Analyst to join the product management team reporting to the Shared Bank Services Program Manager. The Analyst will help the team optimize many of the foundational experiences and processes across deposit products from account opening through to closure as well as grow and manage the host of deposit products offered by Brokerage Private Bank. To help meet the Firm’s goals in growing balances across these channels, this role will consist of a mix of Project Management responsibilities, reporting, data analytics, and research. The Analyst will also execute product initiatives in collaboration with functional partners and execute routine product management functions. In this role there are tremendous opportunities to learn the fundamentals of banking, work with the team on product development and refinement, present to and be recognized by senior-level management while partnering across Brokerage. This role encourages collaboration and is perfect for a team player interested in learning and growing with the firm.

Responsibilities:

• Support in the management and launch of Brokerage Deposit Products delivered through the Advised or Self-Directed channel

• Project management of new products and/or initiatives from pilot through launch, including assisting with the implementation of our project plan and strategy.

• Provide data & analytics and maintain documentation for new products/initiatives

• Maintain and update policies and procedures as needed to accurately reflect changes and enhancements to Deposit Products

• Partner with Risk, Legal, Compliance, and Audit on an ongoing and project-based basis to ensure adherence to rules, regulations and heightened standards

• Track financial performance and develop key performance metrics

• Analyze competitive strategies across the industry

• Prepare analyses and financial forecasts for Senior Management

• Assist in managing project plans with deliverables that span across functional teams with representatives from IT, Operations, Legal, Compliance, Marketing, Business, and Finance to launch and implement new initiatives

Experience

• 1-3 years of professional experience

• Wealth Management and/or project management experience is a plus

• General knowledge of retail and private banking products

• Bachelor’s degree in Finance, Economics, Accounting

Skills/Abilities

• Strong analytical & critical thinking skills

• Excellent verbal and written communication skills

• Proficiency in MS Office (Excel, Powerpoint, Access)

• Appreciate & encourage diversity of people, ideas & perspectives

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.