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Principal subject matter expert responsible for forecasting the firms balance sheet and net interest income and/or monitoring and reporting on the firms interest rate sensitivity. Leverage and oversee Senior Asset Liability Analysts to deliver a dynamic, accurate and disciplined forecast by product, LOB and Legal Entity under baseline and stress scenarios. Responsible for quality assurance and controls around pertinent external regulatory reporting and risk limits.
Team Description:
This associate role within Balance Sheet Management are the primary subject matter expert responsible for forecasting the firm’s balance sheet and net interest income (“NII”). The Associate leverages Senior Asset Liability Analysts to deliver a dynamic, accurate and disciplined forecast by product, LOB and Legal Entity under baseline and/or stress scenarios. They partner with other managers and senior business leaders across each line of business as well as across Corporate Treasury, Risk, and the CFO group.
Key Responsibilities:
Forecast analysis and reporting delivered with accuracy
Supervision and delegation of work to Analysts
Analysis and reporting implementations based on market activities
Process design/Operational excellence
Presentations to senior leaders (B2 / B3)
Skills:
Analytical Thinking
Attention to Detail
Data and Trend Analysis
Financial Analysis
Financial Forecasting and Modeling
Adaptability
Regulatory Compliance
Reporting
Risk Analytics
Scenario Planning and Analysis
Detail oriented and strategic thinker
Ability to handle multiple deliverables at once while still adhering to deadlines
Ability to summarize complex problems in clear, easy to explain language
Ability to lead peers but also work autonomously
Comfort working with complex Financial Products, strong analytical abilities and problem solving skills
Financial statements, Balance Sheet product and Net Interest Income business acumen
Required Qualifications:
Undergraduate degree (CFA, CPA and/or MBA preferred) - or, related work experience
Minimum 3 years related experience
Advanced Excel, modeling, data manipulation
SAP/eLedger experience
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