Wholesale Client Profitability Associate

You are a strategic thinker passionate about driving solutions in Client have found the right team.

As a Client Profitability Close & Controls Associate within the Wholesale Client Profitability (WCP) team you will coordinate end-to-end close execution from data readiness through client-level outputs. You will be responsible for running controlled transformations validating methodology consistency period-over-period and producing clear variance analysis that separates business methodology and data/timing drivers. You will maintain audit-defensible evidence and lead issue triage and escalations to ensure timely accurate and repeatable reporting.

• Coordinate month-end inbound data readiness across key providers including expense baselines revenue feeds balance/exposure inputs reference data and client hierarchies.
• Perform completeness and reasonability checks and document input issues timing gaps overrides and escalations.
• Run and monitor close production steps including calculation runs rule execution and standard checks.
• Validate transformation outputs against established WCP methodology and enforce consistent period-over-period application.
• Partner with methodology owners to implement approved rule changes with traceability effective dating and controlled governance.
• Oversee generation of client profitability outputs and standardized packs (e.g. revenue expense capital ROE/SVA views) for wholesale stakeholders.
• Produce variance analysis separating business drivers methodology drivers and data/timing drivers.
• Maintain an audit-defensible close log including run evidence checks performed reconciliations issues approvals and sign-off artifacts.
• Lead issue triage and escalation management and communicate limitations and assumptions transparently to stakeholders.
• Support internal reviews ad-hoc deep dives and documentation requests including lineage confirmation and control evidence.

• Demonstrate experience supporting month-end/period-end reporting processes including input validation and controlled execution.
• Apply strong analytical skills to perform reasonability checks reconciliations and driver-based variance analysis.
• Communicate clearly with cross-functional partners to drive issue resolution escalations and stakeholder alignment.
• Maintain rigorous documentation habits to support audit readiness traceability and repeatability.
• Utilize advanced Excel skills to manage datasets produce checks and create clear outputs for stakeholders.
• Use SQL or similar data interrogation skills to validate feeds troubleshoot breaks and support analysis.
• Manage multiple timelines and dependencies with strong attention to detail and execution discipline.

• Apply familiarity with profitability attribution concepts allocations and performance measurement (e.g. ROE capital usage).
• Leverage experience in client/product profitability reporting within wholesale or corporate banking contexts.
• Utilize automation and workflow tools to reduce manual steps and improve close efficiency.
• Demonstrate knowledge of data governance practices including lineage access controls and change management.
• Support controlled implementation of methodology changes including effective dating and impact assessment.
• Present executive-ready narratives that translate drivers and limitations into actionable insights.
• Partner effectively across Finance Product Control Technology and Data teams in a global operating model.