Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analyst in our Firmwide Planning & Analysis (FP&A) team, you will spend each day leading and coordinating budgeting and forecasting, including short- and long-term projections of RWA and capital across varying economic scenarios. You will partner closely with firmwide groups and line of business teams to deliver high-quality management reports, insights, and presentations that support decision-making across the firm.

Job responsibilities

• Develop, consolidate and present insightful and robust qualitative and quantitative RWA and capital analysis including annual budget, quarterly/monthly forecast variances
• Create, maintain and review financial models and analyses for RWA and capital (both recurring and ad-hoc)
• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
• Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Required qualifications, capabilities, and skills

• Self-starter who is able to work in a fast paced, results driven environment
• CA/Masters in Finance background
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills

• At least 3 years of relevant FP&A experience, preferably in the financial services industry
• Strong technical and analytical skills, including Excel and PowerPoint, Knowledge of firmwide data systems is an advantage.

• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations