Plano, TX, USA
11 days ago
Wholesale Lending Services Business Manager - Senior Associate

The Commercial & Investment Bank Finance & Business Management (F&BM) team is seeking a strategic, analytical, and energetic professional to support the Wholesale Lending Services (WLS) organization. This high-impact role ensures senior management across the Commercial & Investment Bank has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.

Join our F&BM team as a Business Manager, where you'll partner with senior Finance leaders and key partners across Product, Operations, Business Management, and Data & Analytics teams. Drive impactful transformation efforts and enable effective end-to-end execution to achieve strategic objectives.

As a Business Manager Senior Associate in the Commercial & Investment Bank, you will support WLS and develop product investment business cases, conduct portfolio analyses, and provide quantitative and qualitative analysis to drive optimization efforts. Collaborate with leaders to structure complex problems, design management reporting packages, and create executive-level presentations.

Job Responsibilities:

Partner with WLS leaders and F&BM colleagues to develop product investment business cases and KPIs. Utilize large datasets to conduct portfolio analyses and drive investment opportunities. Analyze operational throughput to identify efficiency opportunities. Provide analysis to enable leaders to make optimization decisions. Analyze data, assess KPI trends, and assist in developing WLS strategy. Lead data-driven analyses to provide transparency and enable decision-making. Structure complex problems into simple frameworks. Design management reporting packages to communicate business results. Create executive-level presentations using PowerPoint PitchPro+.

Required Qualifications, Skills, and Capabilities:

Bachelor’s degree. 5 years of experience in financial data analysis and storytelling. Ability to work collaboratively and develop strong partnerships with employees at multiple levels. Strong presentation skills and ability to communicate initiatives effectively. Strong verbal and written communication skills. Ability to produce results in a fast-paced environment. Ability to interpret and present complex data. Strong attention to detail and solid work ethic. Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality. Excellent problem-solving and critical thinking skills. Strong PowerPoint, Excel, and Word skills required.

Preferred Qualifications, Skills, and Capabilities:

Experience in financial services or a related field. Familiarity with data visualization tools and techniques.
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