Are you ready to make an impact in a dynamic, cross-functional environment? As an Analyst or Associate in the Markets Financial Resource Management team, you will work with Equities and Prime Financial Services management and desk heads to optimize their financial resource footprint. You’ll interface with Trading, Financing, and Client Service organizations, gaining exposure to all major players and supporting strategic initiatives that drive profitability and resource efficiency. We offer a collaborative culture focused on your growth, skill development, and the opportunity to shape business strategy.
As an Analyst or Associate within the Markets Financial Resource Management team, you will assess capital, balance-sheet, and funding/liquidity needs, understand regulatory constraints, and translate firm strategy into actionable opportunities. You’ll collaborate with Trading, Financing, and Client Service teams across Equities and Prime Financial Services, as well as Corporate and Investment Banking support functions. You’ll also support cross-product needs for other Markets Lines of Business and contribute to strategic projects and reporting for senior management.
Job responsibilities
- Become a subject matter expert on capital, balance sheet, funding, and liquidity, and understand how financial constraints create challenges and opportunities for Equities and PFS franchises.
- Establish integrated capital and funding strategy across Markets Trading businesses.
- Analyze key financial metrics driving performance across equity trading strategies and products.
- Understand effects of internal policy and external regulatory changes to manage balance sheet, funding, liquidity, and capital related costs within Markets business.
- Support key regulatory requirements and projects such as CCAR, FRTB, and Recovery & Resolution.
- Execute value-add FRM strategic initiatives to enhance business profitability.
- Develop new and improved reporting tools and analytics, partnering with Data Analytics and Technology teams to create Big Data solutions.
- Prepare materials and presentations reporting FRM team insights and initiatives to senior management.
- Assist with ad-hoc strategic and business transformation projects.
Required qualifications, capabilities, and skills
- Understanding of accounting, balance sheet, funding, and regulatory principles and their application.
- Self-directed, highly motivated, and able to work independently on multiple priorities under pressure.
- Proactive and entrepreneurial mindset.
- Good interpersonal and communication skills, both verbal and written, with ability to interact comfortably across businesses and functions.
- Strong analytical skills, quantitative mindset, and excellent attention to detail.
- Excellent Excel and PowerPoint skills.
Preferred qualifications, capabilities, and skills
- Experience or awareness of market, credit, and liquidity risk aspects of financial products in cash and derivatives instruments.
- Experience collaborating with cross-functional teams.
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Proactive approach to learning and professional development.
- Experience developing reporting tools or analytics.
This role encompasses the performance of regulated activity. The successful candidate will therefore be subject to meeting regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the relevant regulatory authorities to carry out such activities.
