Associate, Capital Planning (CCAR)

About the Role

• Join the Capital Planning team as an Associate to work on regulatory and internal Capital Planning deliverables.
• The Finance division acts as a partner to global business units by providing management, review, analysis, and advisory services of the Firm's financial and capital resources.
• This is an associate level position within the Corporate Treasury & Capital Planning Job Family.

Key Responsibilities

• Collaborate with a varied group of colleagues in Finance and across the Firm.
• Be responsible for individual and team deliverables and projects, leveraging knowledge of the Finance functional area, tools, and/or products.
• Adhere to the Firm’s risk and regulatory standards, policies, and controls.
• Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards.
• Support execution of Comprehensive Capital Analysis and Review (CCAR) and Quarterly Stress Test governance, including producing meeting materials for senior management and Board-level meetings, setting quarterly and on-going governance requirements/calendar.
• Provide guidance to input providers on bridging the gap between governance requirements and their practical application.
• Collaborate with various stakeholders on annual policy and procedures narrative updates.
• Liaise with Internal Audit and Process Validation functions.
• Support capital planning governance initiatives/regulatory requests.
• Facilitate cross-functional meetings to review and challenge management assumptions and overlays.

Requirements & Tech Stack

• Working knowledge of the Finance functional area, industry, and competitive environment.
• Ability to communicate clearly and concisely, and adapt to various audiences.
• Willingness to seek guidance and provide feedback to further develop self and peers.
• Strong writing skills, including the ability to summarize various governance requirements with clarity and brevity.
• Excellent communication, interpersonal, and client service skills, including the ability to identify linkage between various governance requirements and practical applications.
• Adept at working in a fast-paced, high-energy environment.
• Proven track record of great teamwork and ability to work across organizational boundaries.
• Ability to work on multiple projects under a compressed timeline.
• Strong sense of ownership and accountability for work.
• Self-motivated and able to work independently.