Capital Forecasting and Analytics Manager
About The Position
The Capital Forecasting & Analytics Manager will serve as the manager and intellectual owner of the team's forecasting methodology for key areas of the bank's balance sheet with statistical know-how and business sense. Duties & Responsibilities: Capital Forecasting Regularly forecast and monitor capital position relative to Capital Plan and risk metrics Develop and maintain documentation for capital forecasting processes (procedures and controls identified) Lead ad-hoc analytics to support Capital Management Strategies and broader Treasury topics (e.g., ratings agencies analysis, capital markets strategy, investor relations support, and peer analysis) Support and enhance ongoing analysis supporting Capital Policy (including risk metrics and limits), Capital Contingency Plan (CCP), Capital EWIs, Capital Stress Testing & Capital Planning, and Capital Management strategies Lead capital team forecasting & analysis for Capital Planning and RRP processes Process Improvement Enhance existing capital forecasting, reporting and analytics with innovative, automated, and sustainable reporting and analysis Develop automated solutions and process enhancement to improve sustainability of reporting and maximize reporting efficiency Identify and implement efficiencies in Capital forecasting processes, including BAU, capital stress testing, and RRP processes Partnering with FP&A, BSM, and Treasury CFO, identify and implement improvements to capital forecasting capabilities (including RWA forecasting) Develop long-term strategy for improvements in RWA data reporting and forecasting to support BAU forecasting and Capital Allocation/Value Map processes Serve as capital team people leader and collaborate with partners across three lines of defense Manage, train, and develop capital analysts and interns Collaborate with key stakeholders with Finance & Strategy, lines of business, risk and audit organizations
Requirements
- Bachelor's degree in quantitative field (economics, mathematics, statistics or physics)
- Five years of experience managing quantitative data analysis, management reporting, and supporting documentation
Nice To Haves
- Strong analytical and critical thinking skills and an understanding of the concept of materiality (i.e., knows when information is relevant)
- Demonstrated familiarity with Capital Stress Testing and Basel III Capital Rules
- Skilled in Microsoft Office products, especially Excel (advanced)
- CFA
- Demonstrated expertise with Capital Stress Testing and Basel III Capital Rules
- Excellent written and verbal communication skills, with experience explaining quantitative data analyses to non-technical audiences
- Experience automating excel-based management reporting (with tools such as VBA, Python, Power BI, SQL, etc.)
Responsibilities
- Regularly forecast and monitor capital position relative to Capital Plan and risk metrics
- Develop and maintain documentation for capital forecasting processes (procedures and controls identified)
- Lead ad-hoc analytics to support Capital Management Strategies and broader Treasury topics (e.g., ratings agencies analysis, capital markets strategy, investor relations support, and peer analysis)
- Support and enhance ongoing analysis supporting Capital Policy (including risk metrics and limits), Capital Contingency Plan (CCP), Capital EWIs, Capital Stress Testing & Capital Planning, and Capital Management strategies
- Lead capital team forecasting & analysis for Capital Planning and RRP processes
- Enhance existing capital forecasting, reporting and analytics with innovative, automated, and sustainable reporting and analysis
- Develop automated solutions and process enhancement to improve sustainability of reporting and maximize reporting efficiency
- Identify and implement efficiencies in Capital forecasting processes, including BAU, capital stress testing, and RRP processes
- Partnering with FP&A, BSM, and Treasury CFO, identify and implement improvements to capital forecasting capabilities (including RWA forecasting)
- Develop long-term strategy for improvements in RWA data reporting and forecasting to support BAU forecasting and Capital Allocation/Value Map processes
- Serve as capital team people leader and collaborate with partners across three lines of defense
- Manage, train, and develop capital analysts and interns
- Collaborate with key stakeholders with Finance & Strategy, lines of business, risk and audit organizations
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
