Institutional Securities Group (ISG) FP&A Associate - CCAR & Stress Testing
About The Position
We are seeking someone to join the Institutional Securities Group (ISG) Financial Planning & Analysis (FP&A) team. This role will support the annual Comprehensive Capital Analysis and Review (CCAR) submission and quarterly stress testing processes, while also contributing to analysis and forecasting activities for the business unit and the ISG CFO. In the Finance division, we partner with business units across the globe by providing management reporting, analysis, review, and advisory support related to the Firm's financial and capital resources. This is an Associate-level role within the Financial Planning & Analysis job family, which is responsible for budgeting, forecasting, internal management reporting, and financial analysis to provide insight into the Firm's current and expected performance. FP&A also plays an important role in the Firm's CCAR process. The ISG Global FP&A team performs key analytical functions in collaboration with senior business leaders. Core responsibilities include supporting and coordinating aspects of the segment’s capital adequacy process, as well as developing value-added analytics that help senior management understand business performance and strategic priorities. The team supports all Institutional Securities products, including Equities, Fixed Income, and Investment Banking.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- Strong analytical and technical skills
- Self-motivated with a strong commitment to quality and accuracy
- Ability to adapt to new challenges in a dynamic environment with shifting priorities
- Comfortable working in a fast-paced environment
- Strong interpersonal and communication skills, both written and verbal
- Strong attention to detail and solid organizational skills
- Proficient in Microsoft Office, including Excel, PowerPoint, and Word
Nice To Haves
- Relevant internship experience, coursework, or prior exposure to FP&A, stress testing, or CCAR at a financial institution is a plus.
Responsibilities
- Assist with ISG Balance Sheet and Net Revenue submissions for the annual CCAR and quarterly stress testing processes.
- Coordinate and prepare submission templates in partnership with Global ISG Controllers and business COOs.
- Support the preparation, review, and reconciliation of ISG forecast submissions for FR Y-14A.
- Maintain CCAR consolidation models, supporting analyses, and presentation materials.
- Document and retain supporting evidence for CCAR and quarterly stress testing compliance and control requirements.
- Respond to inquiries from RRQA, Internal Audit, and external auditors related to data validation and submissions.
- Contribute to ongoing CCAR automation initiatives by providing business input and process support.
- Support ad hoc deliverables, management reporting, and related analyses.
- Help develop value-added analytics to support management decision-making.
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
