Associate – Recovery, Resolution & Funding Planning
About The Position
We are looking for a highly motivated Associate (1–3 years of experience) to support the firm’s liquidity resilience and regulatory planning framework. This role will provide hands-on exposure to Contingency Funding Planning (CFP), Resolution Planning (including 165(d) submissions), and enterprise funding strategy. The Associate will work closely with senior team members to deliver high-quality analysis, documentation, and governance materials in a dynamic regulatory environment. This position is well-suited for a candidate seeking to build strong foundational expertise in Treasury, liquidity risk, and financial resilience.
Requirements
- 1–3 years of experience in Treasury, Finance, Risk, Consulting, or related analytical roles
- Strong intellectual curiosity
- Strong quantitative and Excel skills
- Highly detail-oriented with strong organizational discipline
- Clear written communication skills
- Ability to manage multiple deadlines in a regulatory-driven environment
- Eagerness to learn and grow within Treasury and liquidity management
Responsibilities
- Contingency Funding Plan (CFP) Support annual CFP documentation updates and data compilation, ensuring alignment with evolving business profile and regulatory expectations
- Coordinate annual CFP testing, including operational test plan refresh and Tabletop exercise preparation
- Produce monthly CFP quantification reports and presentation materials.
- Partner with Liquidity Risk, Treasury, and business stakeholders to improve stress-readiness and execution clarity
- Resolution Planning (165(d)) Draft and update sections of the Resolution Plan under senior guidance
- Maintain BAU documentation and data templates
- Coordinate information requests across Finance, Risk, Legal, and business units
- Support preparation of materials for internal review and regulatory submission
- Funding Planning & Balance Sheet Strategy Assist in development of annual Funding Plan and quarterly updates
- Prepare funding usage and liquidity reporting analytics
- Support NSFR attribution analysis and related reporting
- Conduct ad hoc analysis on funding mix and liquidity metrics
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
