Wealth Management Solutions Deposit Pricing Analytics – Associate

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

Testing Site - JPMC is seeking a Deposit Pricing Associate to support the Banking Practice by delivering analytical projects and strategic initiatives. You will build processes for a deposits data source of truth and drive pricing strategies for the global deposit business.

You will analyze pricing across clients and products, propose rate changes, and present findings in scheduled forums. Collaboration with cross-functional teams and evolving pricing systems are core to this role.

Qualifications

• 4+ years of experience in financial services analytics supporting the Banking business.
• Experience in deposits/lending & treasury, ideally within Wealth Management.
• Structured problem solving with clear hypotheses, frameworks and data.
• Strong storytelling and presentation skills.
• Proficiency with SQL, Python, SAS, Tableau, Alteryx and MS Office (Excel/PowerPoint).
• Curiosity about macroeconomics, yield trends and analytical modelling.
• Team player with detail orientation and perseverance.

Responsibilities

• Develop and institutionalize a process for an analytical source of truth for deposits data each month.
• Apply data-driven approaches to pricing strategies for all deposit products in GPB’s global business.
• Analyze pricing across clients/products and present recommendations at forums.
• Own tech initiatives to revamp pricing screens, controls and placement tickets.
• Design and maintain models/workflows to evaluate pricing impact on volumes and profitability.
• Collaborate with other business lines to align pricing strategies and share insights.

Skills

SQL

Python

SAS

Excel

PowerPoint

Data analysis

Problem solving

Communication

Tools

Tableau

Alteryx

MS Office

Job description

Reporting to the Global Head of Pricing, the Deposit Pricing Associate supports the Banking Practice by contributing to analytical projects and key business initiatives.

Job Responsibilities:

1. Develop and institutionalize process to maintain an analytical source of truth for deposits data – account/client attributes & performance every month, for new and existing book.
2. Apply data-driven approaches to help create, refresh, and maintain pricing strategies for all deposit products in GPB’s global deposit business.
3. Perform in-depth analysis of prevailing pricing across clients and products, leveraging quantitative techniques & frameworks, to recommend rate changes and present findings at scheduled forums.
4. Own intent in technology projects to revamp pricing screens, controls & deposit placement tickets, increase efficiency and build more data controls.
5. Design, build, and maintain advanced models and analytical workflows to evaluate the impact of pricing changes on book volumes and net interest income, supporting incremental profitability assessments.
6. Collaborate with other business lines to understand and align pricing strategies, sharing analytical insights to support decision–making.

Required Qualifications, capabilities & skills:

1. 4+ years of experience in financial services, with a strong focus on analytics supporting the Banking business.
2. Background in financial services/deposits/lending & treasury, ideally within Wealth Management, with hands‑on experience in data analysis and modelling.
3. Structured problem solving – Identify issues, define clear problem statements, arrive at hypotheses, develop frameworks, pull data to unambiguously prove or disprove these hypotheses.
4. Storyboarding & Presentation – Strong written and verbal communication skills to communicate problem‑solving approach, framework and recommendations.
5. Data & Quantitative analysis – Strong proficiency with SQL, Python, SAS, Tableau, Alteryx, and MS Office suite including Excel, PowerPoint
6. Intellectual curiosity – demonstrated eagerness/aptitude to learn about global macroeconomics, short-term yield trends, recent developments in analytical modelling that study client behavior.
7. Team player with positive attitudes towards new tasks, dealing with obstacles in daily tasks, details oriented and willingness to put in additional efforts.

Preferred Qualifications, capabilities & skills:

1. Strategic and analytical thinker with a drive towards execution and results.
2. Influencing skills to manage a variety of stakeholders from different functions.
3. Team player who proactively shares knowledge and information within and outside the function and can manage other team members.