Capital Management Consultant

Truist
Charlotte, NC
Full-time
Part-time
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Regular or Temporary :

Regular

Language Fluency : English (Required)

Work Shift :

1st shift (United States of America)

Please review the following job description :

Assist in the development and execution of capital and RWA forecasts for the monthly forecast process, annual plan, and stress testing forecasts.

Assist in the development of the annual Capital Plan (and related capital actions) and periodically conduct analysis of enterprise-wide stress test results for Truist and peers, ensuring methodologies incorporate all applicable regulatory and policy requirements.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

1. Execute the monthly capital planning process (or more frequent as needed) including generation of the capital and RWA forecasts, preparation of committee materials, preparation of internal and external (i.

e., regulatory) reporting requirements, and preparation of quarterly corporate dividend and earnings package for capital

2. Assist in the execution of capital and RWA forecasting responsibilities for stress testing processes and submissions, including preparation of challenge and committee materials, generation and submission of the annual capital plan, and completion of the requisite submission templates.

3. Lead small projects and ad-hoc analysis as needed, while playing significant role in larger more complex initiatives

4. Monitor Notices of Proposed Rulemaking (NPRs) impacting capital planning and stay abreast of industry research and changing regulatory considerations.

5. Execute risk controls for the capital planning processes, ensuring appropriate documentation; make process improvements as needed to processes and controls.

6. Create, modify, and / or execute forecasting models to perform complex ad-hoc capital analysis within tight time windows;

present findings to team members and make recommendations as applicable.

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in business, accounting, economics, finance or equivalent education and related training

2. Five years of banking or equivalent relevant experience

3. Working knowledge of statistics, financial forecasting techniques, finance theory and application, discounted cash flow analysis, economic value added (EVA) analysis, project analysis, capital budgeting theory, and cost of capital theory

4. Working knowledge of principles, practices, theories, and / or methodologies associated with the regulatory capital, stress testing or resolution planning disciplines.

Familiar with foundational concepts of other related professional disciplines

5. Proven competency in Excel and PowerPoint

6. Ability to travel as needed, occasionally overnight

Preferred Qualifications :

1. Master's degree, MBA or professional designation (e.g., CFA, FRM)

2. Three years of analytical experience in the Corporate Treasury function

3. Working knowledge of bank financial statements and impact to capital

4. Understanding of bank regulation related to capital planning

5. Strong communication skills, both verbal and written

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

3 days ago
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