Services Capital Allocation and Management – Lead Analyst – VP

Services Capital Allocation and Management – Lead Analyst – VP

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Computer Science, Math, Financial Engineering, Physics, or related field; advanced degree is a plus
• 6+ years relevant experience in the Financial Services / Banking industry
• Understanding of Risk / Treasury / Corporate Banking functions; exposure to modelling concepts (PD, LGD) helpful
• Proven analytical skills for developing data analysis and quantitative strategies
• Highly proficient in Excel, macros, and databases
• Advanced PowerPoint presentation skills a plus
• Excellent interpersonal, influencing, facilitation, and partnering skills with key stakeholders and senior management
• A demonstrated history of delivering on initiatives
• Ability to work under pressure in a highly professional environment
• Passion, integrity, positive attitude, mission-driven, and self-directed

Responsibilities

• Analyze client pricing and advise on modeling assumptions of transaction returns to support deal-level decision making with Trade & Working Capital Solutions Product and Sales managers
• Partner with Client Analytics to drive enhancements to client level RWA, Capital, Tangible Common Equity (TCE) and Liquidity metric calculations in the deal level pricing RoRC Calculator and CIW platform
• Ensure enhancements to the RoRC Calculator and Client Returns methodology are made in line with expectations before release, such as enhanced calculations, functionality and usability
• Identify inconsistencies in client financials/TCE, Services RWA, and other Services capital metrics (GSST/CECL); escalate systemic issues and create Data Concerns, identify root causes, and influence automated solutions
• Optimize eligible new client originations and manage Treasury’s FAS 133 SOFR Cash Flow Hedge program for TTS Trade, in order to help the business realize up to $10MM+ in revenue from reduced liquidity costs
• Explore opportunities amongst the Trade and Working Capital Solutions product pillars that can be leveraged to enhance capital and Return on Tangible Common Equity (RoTCE)
• Partner with RWA controllers to ensure validity of Top Side Adjustments (TSAs) and take action, where applicable, to reduce or systemically remediate excess capital (e.g. Corporate Guarantees and Collateral)
• Liaise with Regulatory Policy and Capital Group (RCPG), Capital Interpretive & Analytics Team (CIAT) and Confirmation of Basel Classification Review and Analysis (COBRA) on RWA and capital actions requiring regulatory interpretation to support capital mitigation opportunities
• Provide capital training and develop education initiatives globally, utilizing our partners, for the Services organization to increase knowledge on everything related to RoTCE and capital. Maintain up to date materials and news articles on our dedicated SharePoint for Services
• Support on enhancing self-service data tools and encourage wider use among the organization to self-serve data requirements and utilize dashboards

Preferred Qualifications

• Advanced PowerPoint presentation skills a plus