Quant Analytics Senior Associate

Job Description

As a Quant Analytics Senior Associate within the Card Acquisitions Forecasting & Offer Analytics team, you will lead end to end forecasting across all cards, including new accounts forecasting, process automation, forecast optimization, ideation to improve/implement forecasting methodologies, reporting for senior leadership, and controls management. Successful candidates are expected to have a desire to work in demanding environment with substantial interaction with business/cross line of business partners and appetite for managing forecasting processes in structured manor. 

Individual will focus on driving forecasting for entire cards portfolio (Brands/Co-Brands Cards, Consumer/Business Cards). The individual will partner within analytics team with multiple product leads to guide them with forecasting principles and best practices. The individual will be working very closely with product business leadership. The individual will work in a highly collaborative environment with different functional teams such as finance, risk, campaign management etc. and is expected to play a central role in driving forecast activity for entire cards portfolio. The individual will be responsible to generate forecasting reports for which will be submitted to external authorities for review. The individual will own controls/compliance for the forecasting module and responsible for routine certifications and updates.

Job responsibilities:

• Forecasting and Optimization – The individual will evaluate existing forecasting process and identify areas for improvements on all aspects including – data structure, methodology, process, partner inputs etc.
• Automation – Design/code automated framework for newly built manual forecasting capabilities. Proactively identify gaps/opportunities within existing forecasting framework, optimization framework, reporting and data capabilities and build an efficient automated solution.
• Ad-hoc Analytics/Reporting – Put together ad-hoc reports based on senior management needs with quick turnaround. Compare multiple forecasting/budget cycles and analyse impact of internal/macroeconomic factors etc. to evaluate current state of forecast and how it has evolved over time.
• Innovation / Gen AI -  Knowledge of emerging AI/ML technologies and their application in data products as well as hands-on experience with generative AI solutions (e.g., LLMs, retrieval-augmented generation, agentic AI frameworks).
• Communication - The individual should be a strong communicator to drive the discussions and set expectations with senior leaders from cross line of business partner teams, as well as tailor content to different audiences and technical backgrounds. 

Required, qualifications, skills, and capabilities:

• Bachelor's degree in Mathematics, Statistics, Computer Science, Finance, Engineering or other quantitative fields
• 3+ years of related experience evaluating complex business problems, data analysis and devising recommendations
• Expertise in analytical language (Python, R, SAS, etc.) and database (Snowflake, BigQuery, etc.) required.
• Hands-on experience with Alteryx & AI automation tools. Demonstrated proficiency to design and code automation framework to bridge gaps within existing processes and data using Alteryx/Copilot
• Strong verbal and written communication skills and stakeholder management (across a wide range of Card Product and Marketing partners) 
• Experience within forecasting, automation, process optimization domain is strongly preferred
• Ability to work independently and drive results in a fast-pace and multi-function environment, with attention to details.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.