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Capital Management - Senior Financial Analyst

Charlotte, North Carolina;

Job Description:

The Capital Adequacy and US Legal Entity Capital Management Team is responsible for leading integrated capital management strategy, which includes both Enterprise-level and US legal entity-level capital planning and optimization. This team is responsible for the Capital Plan under CCAR, for the capital components of the Recovery and Resolution plans, and capital strategy for US bank and broker–dealer entities. The team is responsible for compiling the capital forecast and assessing capital adequacy for the internal capital adequacy assessment process (ICAAP). The team also manages the firms’ capital allocation (TAC) strategy for allocating capital to the LOBs, aligning with Business risk appetite and strategy.

The candidate will join a dynamic environment that offers numerous opportunities to learn, grow, impact and drive changes for the Company. In particular, the candidate will:

  • Support all Recovery and Resolution Planning activities from a capital perspective

  • Assist with developing qualitative and quantitative content of the Financial Contingency & Recovery Plans as well as the Resolution Plans

  • Assist with development of the Capital Plan during CCAR as it relates to Capital Contingency Planning and other aspects as needed

  • Lead Capital Pre-positioning analysis across all material entities

  • Learn regulatory capital calculations and reporting across all material entities to assist with Recovery and Resolution Planning activities

  • Learn the regulatory capital forecasting process led by the overall team, and apply that knowledge to create specific forecasts for Recovery and Resolution Planning purposes

  • Develop business partnering skills and cross-functional knowledge through interactions with other capital management teams as well as Risk Management, Balance Sheet Management, Corporate Strategy; Global Liquidity Management, Global Stress Testing and Global Recovery & Resolution Planning

Required Skills:

  • BS/BA in Finance/Accounting - or related experience

  • 2+ years experience in the financial industry

  • Strong communication and business partnering skills

  • Attention to detail is a must

  • Highly motivated and enjoys taking initiative

  • Embraces challenges and change

  • Advanced proficiency in MS office tools such as Excel and PowerPoint

  • Ability to work well in a team environment

Desired Skills:

  • Familiarity with Basel III rules/regulation is a plus but not required

  • Knowledge/understanding of the Recovery and Resolution Planning processes and requirements is helpful

  • Basic Excel VBA skills with specific application to process automation is a plus


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus: