Job Description
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As the Financial Analysis professional in our Corporate & Investment Banking (CIB), you will spend each day defining, refining and delivering set goals for our firm
Your team will be the CIB Treasury and Liquidity team, which is aligned within CIB Treasury, and whose primary responsibility is the management of forecasts and plan for purposes of managing business activities across Treasury strategies (i.e. balance sheet, funding, liquidity, G-SIB, RWA, capital and leverage strategies) . This team is also responsible for providing various analytics for senior management across all the regulatory constraints to support CIB objectives of maximizing return on capital, balance sheet usage, liquidity and leverage.
Stakeholders of the group include CIB Finance senior management, business heads, product controllers & planning and analysis. The team works extensively with the LOB Product control groups and CIB Treasury to ensure complete and accurate reporting of risk weighted assets, balance sheet, capital and liquidity for both actuals and forecasts. The group also works closely with the Corporate Finance Reporting, Corporate Treasury, Corporate P&A, RCMO (Regulatory Capital Management Office) to ensure a complete understanding of business issues and the accurate execution of policies.
Job responsibilities:
You will be based in Mumbai and will lead the Mumbai CIB Treasury P&A team and support New York team in deliverables relating to forecasting and analysis of Balance Sheet, NII and FTP in support of current year forecasts as well in support of the firm's multi-year budget process. You will support the monthly forecast process as well as other Treasury P&A projects on an as-needed basis. You will also support control agenda requirements which includes SOPs, User Tool documentation and action plan remediation.At times, you will also be engaged in ongoing strategic projects which improve the firm's efficient utilization of Balancesheet, liquidity, LCR and other Firmwide resources.
Job responsibilities :
Support CIB forecasting, planning and articulation of results. This includes partnering across all CIB sub lines of businesstoensurelines of business ('LOB's')produce forecasts that align tolatest corporate and business level objectives.
Partner closely with central team and line of business controllers to understand closing month/ intramonth actuals ensure latest actuals are basis of forecasting/ planning assumptions.
Support production of monthly, quarterly senior level overviews which articulate CIB total results with a focus on total CIB balance sheet trend results, liquidity trends, net funding trends, quarterly NII results as well as the underlying business drivers
Provide P&A support for CIB Treasury Product Control function this includes surveying revenue and balance sheet projections and coordinating deliverables across stakeholders.Partner across line controllers to coordinate offline weekly/monthly balance sheet projections for spot and average asset and liability balances as well as provide support in gathering liquidity forecast inputs
Support ad-hoc requests around growth initiatives as well as investor day and press release presentations.
Provide control oversight for Mumbai-based CIB Treasuryteam. Guide and develop skills ofMumbai location junior team members. Ensure team resiliency through cross-training,documentation, and process.Critically assess all on-going workstreamsto ensure process efficiency and control. Serve as primary filter on new requests and act as lead point of accountability for outgoing work from team.
Liaise, partner and build strong relationship with key stakeholders across P&A and line controller teams
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field.
10 -12 years of relevant experience in Liquidity Management, Treasury, Risk Management, Planning & Analysis or Controller roles.
Strong understanding of CIB Balance Sheet products, liquidity concepts is a must
Strong stakeholder management and excellent communication skills
Strong Excel and PowerPoint skills are required
Preferred qualifications, capabilities, and skills:
Results-orientated without compromising control and detail
Ability to handle multiple tasks simultaneously and efficiently
Thrives on challenges in a fluid working environment
Actively listens and assimilates broad ranging information quickly
10.00-12.00 Years
As the Financial Analysis professional in our Corporate & Investment Banking (CIB), you will spend each day defining, refining and delivering set goals for our firm
Your team will be the CIB Treasury and Liquidity team, which is aligned within CIB Treasury, and whose primary responsibility is the management of forecasts and plan for purposes of managing business activities across Treasury strategies (i.e. balance sheet, funding, liquidity, G-SIB, RWA, capital and leverage strategies) . This team is also responsible for providing various analytics for senior management across all the regulatory constraints to support CIB objectives of maximizing return on capital, balance sheet usage, liquidity and leverage.
Stakeholders of the group include CIB Finance senior management, business heads, product controllers & planning and analysis. The team works extensively with the LOB Product control groups and CIB Treasury to ensure complete and accurate reporting of risk weighted assets, balance sheet, capital and liquidity for both actuals and forecasts. The group also works closely with the Corporate Finance Reporting, Corporate Treasury, Corporate P&A, RCMO (Regulatory Capital Management Office) to ensure a complete understanding of business issues and the accurate execution of policies.
Job responsibilities:
You will be based in Mumbai and will lead the Mumbai CIB Treasury P&A team and support New York team in deliverables relating to forecasting and analysis of Balance Sheet, NII and FTP in support of current year forecasts as well in support of the firm's multi-year budget process. You will support the monthly forecast process as well as other Treasury P&A projects on an as-needed basis. You will also support control agenda requirements which includes SOPs, User Tool documentation and action plan remediation.At times, you will also be engaged in ongoing strategic projects which improve the firm's efficient utilization of Balancesheet, liquidity, LCR and other Firmwide resources.
Job responsibilities :
Support CIB forecasting, planning and articulation of results. This includes partnering across all CIB sub lines of businesstoensurelines of business ('LOB's')produce forecasts that align tolatest corporate and business level objectives.
Partner closely with central team and line of business controllers to understand closing month/ intramonth actuals ensure latest actuals are basis of forecasting/ planning assumptions.
Support production of monthly, quarterly senior level overviews which articulate CIB total results with a focus on total CIB balance sheet trend results, liquidity trends, net funding trends, quarterly NII results as well as the underlying business drivers
Provide P&A support for CIB Treasury Product Control function this includes surveying revenue and balance sheet projections and coordinating deliverables across stakeholders.Partner across line controllers to coordinate offline weekly/monthly balance sheet projections for spot and average asset and liability balances as well as provide support in gathering liquidity forecast inputs
Support ad-hoc requests around growth initiatives as well as investor day and press release presentations.
Provide control oversight for Mumbai-based CIB Treasuryteam. Guide and develop skills ofMumbai location junior team members. Ensure team resiliency through cross-training,documentation, and process.Critically assess all on-going workstreamsto ensure process efficiency and control. Serve as primary filter on new requests and act as lead point of accountability for outgoing work from team.
Liaise, partner and build strong relationship with key stakeholders across P&A and line controller teams
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field.
10 -12 years of relevant experience in Liquidity Management, Treasury, Risk Management, Planning & Analysis or Controller roles.
Strong understanding of CIB Balance Sheet products, liquidity concepts is a must
Strong stakeholder management and excellent communication skills
Strong Excel and PowerPoint skills are required
Preferred qualifications, capabilities, and skills:
Results-orientated without compromising control and detail
Ability to handle multiple tasks simultaneously and efficiently
Thrives on challenges in a fluid working environment
Actively listens and assimilates broad ranging information quickly
10.00-12.00 Years
💡 Quick Summary
Seeking a career-building opportunity? The Treasury Planning Analysis | Vice President position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
