Analyst – Capital Planning

Analyst – Capital Planning

Requirements

• Bachelor’s degree in Finance, Accounting, or Economics.
• General understanding of CCAR, capital planning, and/or well-rounded knowledge of regulatory exercises within financial institutions.
• Detail-oriented and able to facilitate development of firm-wide frameworks for capital planning.
• Writing and analytical capabilities commensurate with independent production of management-ready documentation work products.
• Strong abilities in Microsoft Office suite (Excel, PowerPoint, Word).

Responsibilities

• Support the Capital Plan Team with the production of the Capital Plan, including conducting analysis in support of the Capital Plan and preparing initial drafts of Capital Plan chapters and associated key policy documentation.
• Performing quality assurance reviews to drive professional and consistent work product.
• Incorporating feedback from the Capital Plan from key stakeholders, senior management, and the Board of Directors.
• Execute on strategic initiatives, as needed, in support of the long-term operating model of the Capital Plan Team.
• Provide support for Finance and Risk-related regulatory exams, as needed.
• Review supervisory guidance and industry news to identify capital planning requirements, best practices, and trends.
• Perform ad hoc analysis or tasks, as needed.

Preferred Qualifications

• Work efficiently and collaborate across disciplines.
• Strong project management experience.
• Operationally savvy, action-oriented individual who continually strives for improvement.
• Independent thinker with ability to deliver results with minimal oversight.