Corporate Strategy - Associate

The Associate, Corporate Strategy supports senior leadership in evaluating business performance, advancing strategic priorities, and addressing complex business needs. The role conducts financial, operational, market, and other relevant analyses to generate insights that support business planning and management decision-making. The Associate contributes to cross-functional initiatives, identifies opportunities to improve business processes and performance, and translates complex information into clear, actionable recommendations and management-ready materials. The role also supports key performance management, governance, and operational activities, working collaboratively across functions to drive timely and effective execution.

• Develop and maintain a broad understanding of the business, with deeper knowledge of specific functions, activities, and their interdependencies across the organization
• Support the development and execution of business goals and strategic priorities by leveraging data and insights to inform decision-making and drive effective execution
• Assess current and future business needs, identify opportunities for improvement, and develop solutions to enhance efficiency and simplify processes
• Contribute to complex, high-visibility cross-functional projects, taking ownership of assigned activities, coordinating stakeholders, documenting decisions and outcomes, and tracking actions through completion
• Develop concise, management-ready updates and presentations that synthesize relevant information, highlight progress and material considerations, and clearly articulate decisions, actions, and next steps
• Validate information and collaborate with relevant departments to gather and reconcile inputs, synthesize key insights, assess alternatives and implications, and develop recommendations to support management decision-making
• Gather and analyze data and trends, identify key drivers and root causes, and develop insights, including peer benchmarking and performance analysis, to support management reporting and strategic decision-making
• Maintain and support performance scorecards and related deliverables with a high degree of accuracy and diligence, recognizing their importance to performance management process
• Conduct ad hoc analyses with limited supervision, demonstrating flexibility to incorporate feedback and deliver high-quality outputs within short timeframes.
• Support department-wide governance and operational initiatives, including Risk Management, Records Management, Business Continuity, and other recurring organizational requirements.

• Bachelor's Degree or equivalent work experience: Finance, Accounting, Business Administration or equivalent field. - Required.

• 5+ Years Relevant business planning, project and financial experience. - Required.
• 5+ Years Experience in one or a combination of the following: administrative support, project management, implementation, business operations or strategic planning in financial services. - Required.
• 5+ Years Experience building partnerships and consulting effectively with leadership. - Required.
• Ability to build and maintain effective working relationships across functions and with stakeholders at all levels of the organization
• Proactive and self-motivated, with the ability to anticipate needs, take initiative, and move work forward with limited supervision.
• Strong learning agility and intellectual curiosity, with an open-minded approach and the ability to quickly understand new business topics, processes, and challenges.
• Solid understanding of fundamental financial and business concepts, with the ability to interpret financial and performance information and draw meaningful insights.
• Strong analytical and problem-solving skills, with the ability to research, analyze, synthesize, and present information to support business decisions.
• Ability to manage multiple priorities and projects simultaneously, adapting effectively to changing requirements and timelines.
• Ability to work effectively in a matrixed environment and build collaborative relationships with stakeholders across functions and levels of the organization.
• Excellent verbal, written, and interpersonal communication skills, including the ability to communicate effectively with senior management.
• Advanced proficiency in Microsoft Excel and PowerPoint, with strong working knowledge of other Microsoft Office applications.
• Knowledge of the banking industry, including products, services, and fundamental risk management concepts.
• Strong attention to detail and commitment to accuracy, while maintaining an understanding of broader business objectives.

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.