Associate, Treasury Capital Management

Associate, Treasury Capital Management

Integrate balance sheet capital management and forecasting methodologies within the AD CFO / CUSO Treasury organization.

Develop PPNR and balance sheet forecasts across various business lines (investment banking, trading, commercial, consumer) for the purpose of CCAR stress testing and business planning processes.

Run processes and perform ad-hoc analyses to support BAU and strategic initiatives, including capital distribution, cost of capital, group policies and procedures, and analytics.

Analyze and interpret financial statements to develop forecasting processes to enable entity, business, and regional views of both local and global financial resource consumption and constraint.

Develop and enhance financial forecasts and perform detailed analyses to support capital management initiatives, including stress testing.

Utilize spreadsheet software and analytics tools to analyze and interpret large datasets.

Prepare high quality, well-structured presentations for senior leadership and other stakeholders.

Collaborate cross-functionally across Risk, Finance, and Treasury teams and maintain foundational knowledge across Treasury disciplines, inclusive of liquidity management, funds transfer pricing, and asset / liability management.

Support end-to-end project management of routine and ad-hoc workstreams within Capital Management through minute-taking, artifact documentation and status reporting to senior leadership.

3+ years of working experience in financial industry in Finance, Treasury, or Risk departments prior experience in CCAR / DFAST.

Bachelor's degree in finance, accounting, mathematics, computer science or related field, Master's degree preferred; and MBA / CFA / FRM / CPA or other professional qualification highly preferred.

Manage multiple initiatives simultaneously and plan / prioritize appropriately.

Lead and drive initiatives through creative thinking and pragmatism.

Deep knowledge of statistical / predictive modeling knowledge and techniques.

Strong analytical and problem-solving skills.

Proficiency with Word, Excel, PowerPoint, Power BI.

Proficiency in Python, R, SPSS, and / or SQL.

Strong presentation and inter-personal skills.

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

Nearest Major Market : Jersey City

Nearest Secondary Market : New York City