Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analysis Associate within the Corporate and Investment Bank Treasury and Liquidity team, you will support the New York team from our Mumbai office. You will be responsible for forecasting and analyzing the balance sheet, Net Interest Income, and Funds Transfer Pricing to aid in current year forecasts and the firm's multi-year budget process. Additionally, you will participate in strategic projects aimed at enhancing the firm's utilization of liquidity and other resources. Your collaboration with various teams will ensure precise financial reporting and contribute to the firm's goals of optimizing return on capital and effectively managing liquidity and leverage strategies.

Job responsibilities

• Support CIB forecasting, planning and articulation of results. This includes partnering across all CIB sub lines of business to ensure lines of business (“LOB’s”) produce forecasts that align to latest 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 during budget rounds and monthly forecasts
• 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.

Required qualifications, capabilities, and skills

• Strong understanding of CIB Balance Sheet products, liquidity concepts is a must
• Strong stakeholder management and excellent communication skills
• Results-orientated without compromising control and detail
• Strong Excel and PowerPoint skills are required
• Ability to handle multiple tasks simultaneously and efficiently
• Thrives on challenges in a fluid working environment
• Actively listens and assimilates broad ranging information quickly

Preferred qualifications, capabilities, and skills

• Bachelor’s degree or equivalent in Accounting, Finance, Business Administration or related field. 2 yrs of relevant experience; experience in Planning & Analysis, Reporting or Controlling roles a plus.
• Should possess working knowledge of Excel. Knowledge of Tableau, Python, and Alteryx is a preferred.
• Should be flexible to work in EMEA shifts