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- Tasks: Lead balance sheet initiatives to enhance capital efficiency and liquidity positioning.
- Company: Join a leading financial institution focused on strategic growth and performance.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Make a real impact in financial resource management and shape the future of trade finance.
- Qualifications: Bachelor's degree and extensive experience in financial resource management required.
- Other info: Dynamic role with cross-functional collaboration and global exposure.
The predicted salary is between 80000 - 100000 £ per year.
Where strategy meets execution: capital, liquidity, and Basel expertise that accelerates performance and growth. As a Financial Resource Management Lead within Trade & Working Capital (TWC), you will lead balance sheet enhancement initiatives to improve capital efficiency, liquidity positioning, and liability structure across the Global Trade & Working Capital portfolio.
Job Responsibilities
- Set the capital, liquidity, and liability agenda for Trade & Working Capital; deliver initiatives that lift risk‑adjusted returns and balance sheet efficiency in line with firm targets.
- Run balance sheet forecasting and planning, producing multi‑year asset, liability, capital, and liquidity projections with scenario analysis to guide strategic planning and budgets.
- Oversee funding and credit cost performance through partnership with Treasury on FTP/LP, track funding spreads and market pricing, and work with Risk/Finance on provisioning and understanding expected credit loss outcomes.
- Provide capital and liquidity impact assessments for distribution activities and ensure structures align with portfolio and resource objectives.
- Build performance dashboards and KPIs to manage returns, capital usage, liquidity ratios, and funding costs; identify trends and drive targeted actions.
- Lead cross‑functional forums with Treasury, Finance, Risk, Product, and Sales; present recommendations to senior leadership on capital deployment and balance sheet choices.
- Act as internal/external SME on Basel interpretation for trade products; engage with trade associations and regulators to deliver business‑specific industry feedback.
Required qualifications, skills and capabilities
- Bachelor’s degree required or equivalent industry experience.
- Extensive experience in financial resource management, treasury, capital planning, or balance sheet management in banking.
- Deep knowledge of regulatory capital and liquidity (Basel III/IV, RWA, LCR, NSFR) and return metrics.
- Strong understanding of trade and working capital products (SCF, receivables, documentary trade, lending).
- Advanced modelling, forecasting, and analytics; familiarity with FTP, stress testing, and provisioning methodologies.
- Proven cross‑functional leadership and senior stakeholder influence; excellent written and verbal communication.
Preferred qualifications, skills and capabilities
- Advanced degree (MBA, MSF) or credential (CFA, FRM).
- Experience in global portfolio, business management, or treasury roles within banking settings.
- Liability and balance sheet structuring expertise in trade finance or commercial lending.
- Funding cost/FTP proficiency; awareness of deposit dynamics and wholesale markets.
- Multi‑year balance sheet modelling with regulatory and macro scenarios.
- Industry engagement (e.g., ICC, BAFT, IIF) and contribution to regulatory consultations.
- Track record leading complex change with strong governance and controls; multi‑region experience.
Strategic Balance Sheet Leader – Capital & Liquidity employer: Jpmorgan Chase & Co.
Contact Detail:
Jpmorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Balance Sheet Leader – Capital & Liquidity
✨Network Like a Pro
Get out there and connect with folks in the industry! Attend events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that Strategic Balance Sheet Leader role.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your deep knowledge of Basel regulations and capital management. Share specific examples of how you've improved liquidity positioning or enhanced balance sheet efficiency in past roles.
✨Prepare for the Tough Questions
Expect to dive deep into technical discussions about capital planning and liquidity ratios. Brush up on your forecasting and analytics skills, and be ready to discuss how you've tackled complex challenges in financial resource management.
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Strategic Balance Sheet Leader – Capital & Liquidity
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial resource management and balance sheet enhancement. We want to see how your skills align with the role of Strategic Balance Sheet Leader, so don’t hold back on showcasing your relevant expertise!
Showcase Your Analytical Skills: Since this role involves advanced modelling and forecasting, be sure to include examples of your analytical prowess. We love seeing how you’ve used data to drive decisions, especially in capital efficiency and liquidity positioning.
Highlight Cross-Functional Leadership: This position requires collaboration across various teams, so share instances where you've successfully led cross-functional initiatives. We’re keen to know how you’ve influenced senior stakeholders and navigated complex discussions.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Know Your Numbers
Make sure you’re well-versed in key financial metrics and concepts related to capital efficiency and liquidity. Brush up on Basel III/IV regulations and be ready to discuss how they impact balance sheet management.
✨Scenario Planning is Key
Prepare to showcase your ability to run balance sheet forecasting and planning. Think of examples where you've produced multi-year projections and how you used scenario analysis to guide strategic decisions.
✨Cross-Functional Collaboration
Highlight your experience working with various teams like Treasury, Finance, and Risk. Be ready to discuss specific instances where you led cross-functional forums and how you influenced senior stakeholders with your recommendations.
✨Stay Current with Industry Trends
Familiarise yourself with the latest trends in trade finance and working capital products. Being able to engage in discussions about industry feedback and regulatory consultations will show that you’re not just knowledgeable but also proactive.