girl looking into her desktop
Back to search results

Capital Management - Finance Manager

New York, New York;

Job Description:

Job Description Summary

Responsible for the forecasting of Risk-Weighted Assets (RWA) across different macro-economic and idiosyncratic scenarios varying in severity across the capital-planning continuum, ranging from business as usual to stress environments, including: CCAR/DFAST and Recovery and Resolution. 

Job Description

This role resides in the Enterprise & Legal Entity Capital Management group within Corporate Treasury. The group is responsible for the planning and forecasting of capital across different macro-economic and idiosyncratic scenarios varying in severity across the capital-planning continuum, ranging from business as usual to stress environments, including: CCAR/DFAST and Recovery and Resolution. Key business partners include: Balance Sheet Management, Corporate Planning, Global Funding, Global Liquidity Management, Enterprise Stress Testing, and Corporate Strategy.

This role will manage the team responsible for forecasting RWA across the capital-planning continuum, for both current quarter projections and across the planning horizon. This role will be responsible for management of the forecasting production process, including the monitoring and establishment of end-to-end controls. In addition, the role will be responsible for implementation of strategic initiatives, including technology and process enhancements.

This role requires an individual who can work on multiple, simultaneous deliverables and will focus upon accurate calculation and clear communication of forecast results, with the following key responsibilities:

  • Management of the Forecasting process, including the execution of the CCAR and quarterly outlooks

  • Enhance analytics tools and capabilities for forecasting, including Sensitivity Analysis for RWA forecasting

  • Improve end to end straight through processing, including regulatory schedules (FR Y-14A)

  • Partner with technology and business partners to implement strategic infrastructure initiatives

  • Development and maintenance of end to end controls across the forecasting production process 

Required Skills:

  • Bachelor’s degree in Finance, Accounting, Business or related field, MBA is a plus - or related work experience

  • 7 years' experience of working in Financial Services industry

  • Excellent proficiency in Microsoft Office – particularly PowerPoint (presentation decks), Word (business writing) and Excel (metrics and data analysis)

  • Excellent communication skills, both written and verbal

  • Ability to work independently in a fast-paced environment while multitasking and meeting strict deadlines

  • Project management skills; able to quickly structure an approach to address new problems

  • Robust problem solving and analytical skills, with diligence and superior attention to detail

  • Strong influencing, facilitation, and partnering skills​

  • This role may be filled as a Capital Management - Finance Manager or a Capital Management - Senior Financial Analyst based on skills and experience

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description Summary

Responsible for the forecasting of Risk-Weighted Assets (RWA) across different macro-economic and idiosyncratic scenarios varying in severity across the capital-planning continuum, ranging from business as usual to stress environments, including: CCAR/DFAST and Recovery and Resolution. 

Job Description

This role resides in the Enterprise & Legal Entity Capital Management group within Corporate Treasury. The group is responsible for the planning and forecasting of capital across different macro-economic and idiosyncratic scenarios varying in severity across the capital-planning continuum, ranging from business as usual to stress environments, including: CCAR/DFAST and Recovery and Resolution. Key business partners include: Balance Sheet Management, Corporate Planning, Global Funding, Global Liquidity Management, Enterprise Stress Testing, and Corporate Strategy.

This role will manage the team responsible for forecasting RWA across the capital-planning continuum, for both current quarter projections and across the planning horizon. This role will be responsible for management of the forecasting production process, including the monitoring and establishment of end-to-end controls. In addition, the role will be responsible for implementation of strategic initiatives, including technology and process enhancements.

This role requires an individual who can work on multiple, simultaneous deliverables and will focus upon accurate calculation and clear communication of forecast results, with the following key responsibilities:

  • Management of the Forecasting process, including the execution of the CCAR and quarterly outlooks

  • Enhance analytics tools and capabilities for forecasting, including Sensitivity Analysis for RWA forecasting

  • Improve end to end straight through processing, including regulatory schedules (FR Y-14A)

  • Partner with technology and business partners to implement strategic infrastructure initiatives

  • Development and maintenance of end to end controls across the forecasting production process 

Required Skills:

  • Bachelor’s degree in Finance, Accounting, Business or related field, MBA is a plus - or related work experience

  • 7 years' experience of working in Financial Services industry

  • Excellent proficiency in Microsoft Office – particularly PowerPoint (presentation decks), Word (business writing) and Excel (metrics and data analysis)

  • Excellent communication skills, both written and verbal

  • Ability to work independently in a fast-paced environment while multitasking and meeting strict deadlines

  • Project management skills; able to quickly structure an approach to address new problems

  • Robust problem solving and analytical skills, with diligence and superior attention to detail

  • Strong influencing, facilitation, and partnering skills​

  • This role may be filled as a Capital Management - Finance Manager or a Capital Management - Senior Financial Analyst based on skills and experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21060082

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Davon Calloway

Referral Bonus:

0