Product Controller, Associate

About the Role

Join the Finance Division of the Treasury Chief Investment Office (TCIO) as an Associate Product Controller. This role supports the control and integrity of the balance sheet and P&L, along with NII forecasting. You will conduct analytical reviews of portfolio performance, market movements, and financial models. The position offers opportunities to develop proficiency in TCIO products, systems, and controls, while also supporting process enhancements and migration to strategic platforms. A key focus includes contributing to automation and AI-enabled tools for streamlining reporting, strengthening control evidence, and improving insight generation.

Key Responsibilities

• Perform analytical review of the investment portfolio, including positions, valuation drivers, P&L movements, and related control outputs.
• Support daily and periodic production, analysis, reconciliation, and reporting for Product Control activities.
• Partner with stakeholders to migrate existing processes and controls into strategic platforms, focusing on standardization, simplification, and control enhancement.
• Contribute to initiatives that improve process design and operating efficiency through automation, data solutions, and AI technology tools.
• Support the preparation of management reporting, commentary, and review materials related to portfolio activity and control outcomes.

Requirements & Tech Stack

• Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related discipline, or equivalent relevant experience.
• Strong analytical and problem-solving skills with high attention to detail.
• Basic understanding of financial products, investment portfolios, and control processes (e.g., MBS, asset-backed securities, interest rate swaps), including the relationship between present value, yield, rates, duration, convexity, and relative value.
• Ability to interpret data, investigate issues, and communicate findings clearly.
• Strong Excel and data handling skills.
• Interest in process automation and workflow efficiency.
• Ability to manage multiple priorities and work effectively in a team-oriented environment.

Preferred Qualifications

• Prior internship or work experience in Product Control, Finance, Middle Office, Risk, or Operations.
• Exposure to P&L analysis, reconciliations, valuation review, or control reporting.
• Interest in using automation and AI-enabled tools to streamline workflows, enhance controls, and improve productivity.

Additional Information: Authorized to work in the United States. No employment-based immigration sponsorship is offered.