Join the dynamic Tax Oriented Investments (TOI) team within the Commercial & Investment Bank (CIB) and help shape the financial strategy of a specialized business. This is an exciting opportunity for an accounting professional to drive innovation, collaborate across functions, and make a tangible impact on financial operations and reporting. You’ll be empowered to develop your expertise, contribute to process improvements, and work in a fast-paced, collaborative environment.

As a Tax Oriented Investments Control Senior Associate, you will play a key role in ensuring the integrity and accuracy of our financial operations. You’ll oversee critical portfolio and legal entity reporting, support the controller function through data analysis, and deliver essential financial reports. Your expertise will help drive process improvements and strengthen our controls, while your collaboration with cross-functional teams will ensure seamless business operations.

Job responsibilities

Build relationships with the business, middle office, technology, and corporate tax colleaguesMaintain LOB portfolio via finance subledgerMaintain and oversee LOB legal entity structure reportingReconcile and analyze portfolio data to support controller functionDeliver Month end and quarterly reporting deliverablesAssist with implementation of process improvements across LOB applicationsDevelop subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB’s technology platform.Complete other reporting and analysis activities as needed

Required qualifications, capabilities and skills 

Accounting degree3+ years of work experience in an accounting positionExperience month-end close processStrong Excel skillsAbility and desire to problem solveAbility to multi-task Aptitude for numbers and financial analysis

Preferred qualifications, capabilities and skills

Alteryx experience SAP experience