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CIB F&BM Treasury Planning & Analysis - Associate

Req #: 170120857
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3200 US Dollar (USD)
Business Description:

The CIB Treasury P&A team, is aligned within CIB Treasury, and whose primary responsibility is the management of forecasts and plan for purposes of managing business activities across Treasury strategies (i.e. balance sheet, funding, liquidity, G-SIB, RWA, capital and leverage strategies).   This team is also responsible for providing various analytics for senior management across all the regulatory constraints to support CIB objectives of maximizing return on capital, balance sheet usage and leverage. 

 

Stakeholders of the group include CIB Finance senior management, business heads, product controllers & planning and analysis.  The team works extensively with the LOB Product control groups and CIB Treasury to ensure complete and accurate reporting of risk weighted assets, balance sheet and capital for both actuals and forecasts.  The group also works closely with the Corporate Finance Reporting, Corporate Treasury, Corporate P&A, RCMO (Regulatory Capital Management Office) to ensure a complete understanding of business issues and the accurate execution of policies. 

 
Job Description:

The individual will be based in New York and will support the oversight of forecasting and planning of the CIB’s Supplementary Leverage Ratio (‘SLR’) and Global Systemically Important Bank (G-SIB) score. The individual will also provide support in the monthly liquidity forecast and will be expected to provide technical support on sub-LOB level projected net funding and outflows. The applicant will also provide ongoing support for the  CIB Treasury P&L.   At times, the individual will also be engaged in ongoing strategic projects which improve the firm’s efficient utilization of capital and other Firmwide resources. 

 

Job responsibilities will include:

  • Support the planning and forecasting process for G-SIB and   SLR/ Leverage
  • Provide P&A support for CIB Treasury P&L including tracking and incorporating changes  arising from Corporate allocations as well as CIB sub-LOB driven activities
  • Partner closely with line of business (‘LOB’) controllers to coordinate on projected drivers and inputs to the CIB’s projected  GSIB score, leverage and liquidity forecast.
  • Support ongoing forecast vs. actual variance analytics and commentaries
  • Support the production of ad-hoc analysis and review presentation materials for senior CIB management, Corporate P&A, Corporate Treasury and RCMO.
  • Remain abreast of balance sheet, leverage, GSIB and RWA actuals for foundation understanding of projected results.
  • Liaise, partner and build strong relationship with key stakeholders
 

  • Bachelor’s degree or equivalent in Accounting, Finance, Business Administration or related field.  2-5yrs of relevant experience; experience in Planning & Analysis, Reporting or Controlling roles a plus.
  • Familiarity with CIB Balance Sheet products and core lines of business is a plus.
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