Analyst, Capital Job Description

Analyst, Capital Job Description

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Analyst, capital provides analytical support to cross functional capital, liquidity, capital markets activities, and risk management initiatives as assigned.

Analyst, Capital Duties & Responsibilities

To write an effective analyst, capital job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, capital job description templates that you can modify and use.

Sample responsibilities for this position include:

Create sophisticated Excel-based analytical tools including macro-enabled models
Serve as a subject matter expert on human capital and business data and determine the proper approach for analysis and connection points based on desired outcomes
Provide sound analysis and recommendations to clients by the use of various analytic/visual tools and techniques
Consult with senior level business leaders on analysis tied to human capital initiatives through presentation and collaboration
Perform compliance reviews for various aspects of the institutional business
Assist with the maintenance of the Firm’s Watch & Restricted List
Assist Firm’s Compliance Examiner with drafting audit plans, conducting on-site examinations and writing audit reports
Assist in the preparation of presentations and materials with business and senior management
Performs other duties as assigned by Compliance Director
Coordinate the Market Risk Regulatory Capital Computation with Risk

Analyst, Capital Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst, Capital

List any licenses or certifications required by the position: PMP, CFA, CPA, PHR, MBA, CTP, CAPM, CCBA, ADM, CMA

Education for Analyst, Capital

Typically a job would require a certain level of education.

Employers hiring for the analyst, capital job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Education, Real Estate, Mathematics, Business/Administration, Statistics, Technical

Skills for Analyst, Capital

Desired skills for analyst, capital include:

Excel
Outlook
Word
Derivatives
PowerPoint
SQL
Bloomberg
Capital Markets regulatory initiatives
Capital markets
Computer systems

Desired experience for analyst, capital includes:

NASD licenses – Series 7 and 63
Assist with Quality review to ensure that information obtained is consistent with
Years of risk management related work experience in the financial industry
Knowledge of Basel 3 or MAS regulatory reporting is essential
High school diploma and one year quality assurance and/or audit experience
Ability to interpret business need and translate into application/operational recommendation(s)

Analyst, Capital Examples

1

Analyst, Capital Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of analyst, capital. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, capital
  • Preparation of ALM related reports and take charge of the financials of local subsidiary companies
  • Assist and perform any ad hoc requests assigned by Manager of Product Control and / or Head of Financial Control relating to Financial Control
  • Assist in the month-end closing process (particularly the GMD product lines), PL reconciliation by desk between trading desk and Finance data FX, cash flows and liquidity positions monitoring
  • Coordinate regular discussions with department representatives in an effort to stay current on project status, investment pipeline / roadmap
  • Maintain capital portfolio database and provide regular reports on progress, capital forecasts and ad hoc requests
  • Professionally engaging with external parties such as industrial partners, advisers and client representatives internal risk management and support colleagues
  • Work with Project Mgrs
  • Calculate the firm’s market risk capital
  • Prepares financial analysis, present/future value, and other calculations
  • Provides management with information on all areas of cost as requested
Qualifications for analyst, capital
  • Limited Travel including local store visits and overnights
  • University degree holder with professional accounting qualification or Bachelor degree in Accounting / Financial Management
  • 3 - 4 years of experience in financial control function gained within banking or financial institution
  • Ability to work independently and as part of a team within a dynamic and evolving environment
  • Self-motivated, positive attitude, attentive to details and hardworking with a strong sense of commitment and responsibility
  • Accounting knowledge in respect of capital market products preferred
2

Analyst, Capital Job Description

Job Description Example
Our company is growing rapidly and is looking for an analyst, capital. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, capital
  • Have one to three years of experience working in the technology sector or other growth industries
  • Self-starter who can take initial direction, then take ownership of a task through to completion
  • Providing support in assessing financial returns on the company’s strategic investments through financial modeling and project analyses
  • Administration of capital projects in the capital asset management system
  • Coordinating with capital accounting and Project Managers on updating project forecasts in the asset management system
  • Identifying and resolving issues that may arise within the capital asset management system
  • Preparing regular reporting to key department stakeholders and senior executives on capital projects forecasts against budget, cash-flow analyses and other ad hoc reports as needed
  • Preparing business case analyses for capital planning projects, including lead planners/merchants, store operations, store planning & design, logistics and information services teams
  • Working closely with others in the team to generate and execute transactions
  • Preparing financial models and conducting financial analysis and research
Qualifications for analyst, capital
  • A Passion for the tech start-up space and strong knowledge of the driving dynamics of this sector
  • Must be able to analyze and summarize large amounts of data
  • Demonstrates strong analytical skills in solving complex problems
  • Ability to work independently with moderate guidance and manage multiple projects and deadlines while maintaining a strong attention to detail
  • Bachelor’s degree in Accounting or Finance with 1- 3 years of relevant experience
  • Maintaining databases of pertinent financial statistics
3

Analyst, Capital Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of analyst, capital. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, capital
  • Utilize and develop queries and reports from the customer’s HRIS system (PeopleSoft), Cognos, Microsoft Access, Microsoft Excel, and IBM SPSS, and analyze data using statistical techniques appropriate for taskers, routine and ad hoc reports (percentages, averages, trend analyses, confidence intervals, t-tests, ANOVA, regression modeling)
  • Responsible for conducting financial analysis of capital projects for Supply Operations and assisting on the analysis for major capital projects
  • Assist in coordinating and summarizing the capital budgeting process
  • Assist in coordinating and summarizing the capital forecasting process
  • Responsible for completing capital post-completion audits
  • Preparation and analysis of capital reports
  • Manage capital exceptions and complete project close out reconciliations
  • Ensure adherence to capital policies
  • Conduct capital training for Distribution Centers and Manufacturing Plants
  • 5 - 10 percent travel required as part of the Capital Audit process and capital project analysis for large strategic projects
Qualifications for analyst, capital
  • Requires strong analytical, written and verbal communication skills
  • 3 - 5 years' experience with a successful investment Incubator/Accelerator, Strategy Consulting firm (focused on technology sectors) or Venture Capital firm
  • Financial modelling of transactions and corporate merger opportunities
  • Assisting in the preparation of presentations to clients
  • Preparing internal and external documentation
  • Superior analytical and numerical skills with a demonstrable understanding of financial concepts
4

Analyst, Capital Job Description

Job Description Example
Our growing company is looking for an analyst, capital. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, capital
  • Generates monthly depreciation reports from FAS and distributes to Property Analysts
  • Pulls invoices and disposal information for quarterly review of internal controls
  • Perform other evaluation methodologies, including, but not limited to, focus groups, semi-structured and structured interviews, HRIS data analysis and reporting, and other secondary analyses of existing data
  • Collect and analyze data, and report on findings with respect to triggers and barriers to equal employment opportunities and an inclusive workplace
  • Analyze the current and historical status of the customer’s diversity using workforce metrics, and capture employee sentiment (e.g., awareness of and satisfaction with agency programs and policies)
  • Administer quality control and process improvement activities, including data entry and data cleanup
  • Write and maintain supporting documentation, Standard Operating Procedures (SOPs), and guidelines for data cleaning and process documentation
  • Support annual, quarterly, and ad hoc internal and external reporting requirements for customer by preparing and delivering briefings and reports as needed for both technical and non-technical audiences
  • Participate in meetings related to diversity and inclusion and/or data topics
  • Participate in IC, and Federal Government working groups as directed
Qualifications for analyst, capital
  • 3+ year of experience in Finance related job roles
  • 5-10 years of work experience supporting all phases of the CPIC life cycle (Select, Control, and Evaluate), OMB business case (Exhibit 300 and 53) development, governance board facilitation, and CPIC training
  • 5-10 years of work experience performing analysis of alternatives
  • The successful candidate will have at least 2 years of relevant work experience in financial analysis
  • A post-secondary degree in finance or related field
  • 4-year college degree in Business required
5

Analyst, Capital Job Description

Job Description Example
Our growing company is looking for an analyst, capital. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, capital
  • Support project work and the day-to-day administration of capital management systems
  • Understanding new business requirements & support improvement
  • Provide financial planning, analysis, and reporting for complex invest topics
  • Support the whole requisition and activation process of new investments
  • Develops and modifies financial systems and corporate models related to capital expenditures
  • Support labor booking and correction process
  • Participate in process improvement and cost saving projects
  • Supports in the preparation of various financial reports
  • May advise others on account reconciliation
  • Responsible for building a detailed annual and 3-year strategic capital plan, including depreciation and amortization plans and forecasts
Qualifications for analyst, capital
  • Must be detailed oriented and eager to adapt to change
  • May involve periods of standing, such as operating at a
  • Exceptional writing, analysis and presentation skills required
  • 3 to 5 years of relevant work experience in establishing project budgets
  • The ability to prioritize work with multiple deadlines and priorities across Program groups
  • The candidate will exhibit flexibility and have strong communication and interpersonal skills

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