Capital Analyst Job Description
Capital Analyst Duties & Responsibilities
To write an effective capital analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included capital analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Capital Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Capital Analyst
List any licenses or certifications required by the position: PMP, CFA, CPA, PHR, MBA, CTP, CAPM, CCBA, ADM, CMA
Education for Capital Analyst
Typically a job would require a certain level of education.
Employers hiring for the capital analyst 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 Capital Analyst
Desired skills for capital analyst include:
Desired experience for capital analyst includes:
Capital Analyst Examples
Capital Analyst Job Description
- Support the Commercial Banking businesses in FTP, forecasting, and rate risk processes
- Drive process improvements on existing core team processes
- Apply superior analytical skills to drive key analytics around funding and liquidity in an evolving regulatory landscape
- Develop subject matter expertise in current and evolving liquidity regulations
- Assist in the preparation of new business proposals, presentations, and marketing memoranda concerning the valuation and disposition of shopping centers
- Fully research the size and quality of a shopping center’s current and prospective customer base through a variety of resources, including personal market tours, GIS/demographic services, and news articles
- Creatively determine and convey strengths, weaknesses, and opportunities in the market
- Fully research competitive properties
- Fully research the subject property, including space configuration, tenant sales trends, and leasing velocity
- Determine overall property challenges and opportunities, and be able to organize the analysis into a well-focused business plan
- Experience on ALM related matters would be an advantage
- Knowledge and hands‑on experience with Microsoft Office (Word, Excel, and PowerPoint)
- Proficiency with MS Office, specifically MS Excel
- Advanced Excel modeling and macro skills preferred
- Understanding of financial statements and accounting
- Prior experience with financial analysis / modeling a plus
Capital Analyst Job Description
- Producing presentations, information memoranda and other analysis for internal and external audiences
- Partner with Finance and RWA specialists to develop a robust control framework and maintain documentation for the capital schedules
- Enhance end to end capital calculation and management controls process including attestations, procedures, edit checks, execution of approved controls
- Support the completion of FR Y-14M and Q schedules and ensure reconciliation to HC-R
- Develop subject matter expertise on the IHC balance sheet through liaising with the regulatory reporting, business and finance functions
- Support monthly capital ratio estimate process by obtaining and analyzing financial data including variance and other balance sheet analysis
- Support monthly capital forecasting
- Leverage expertise to support other CCAR functions including FR Y-14Q/M and CCAR capital forecasting
- Build and enhance Commercial modeling and methodologies in QRM
- Create analytics of segment level interest rate risk
- An outstanding academic record with at least a Bachelor's degree, preferably in a relevant discipline such as Banking / Finance / Mathematics/Economics
- 1-2 years experience as an analyst within a FIG team of an Investment Bank
- Candidates should have a specific interest in financial services and 5+ years of experience
- Position does not require frequent travel
- Support stress testing process
- At least 1 year of experience within a financial institution
Capital Analyst Job Description
- Consults, as necessary, with internal and external leadership
- Maintain account mapping, procedures and other technical documentation required for strong governance resolve data quality and control-related issues
- Influences business decision-making by providing financial or statistical analyses that lead to solutions for hedging the annuities portfolios and making recommendations for action as appropriate
- Provide technical support to CMS team members by developing new and/or improving existing models to meet individual situations
- Design, Build, and Implement financial models
- Coordinate with technology groups for integration
- Support current infrastructure of CMS group
- Build reporting to quantify risks for analysts
- Document model structures and the pros/cons of the implemented algorithm
- Assists with preparing a variety of analyses, statements and reports for management review
- 1+ year of experience in Market Risk or Liquidity Risk
- At least 2 years of corporate finance experience
- At least 2 years of financial analysis within financial services experience
- 1+ year of financial services industry experience
- 1+ year of balance sheet planning, capital and liquidity management experience
- Bachelor’s degree in Business Administration or Bachelor’s degree in Finance or Bachelor’s degree in Engineering
Capital Analyst Job Description
- Provide data and reports to meet the operational needs of the Firm
- Build models to predict drivers of high performance, drivers of attrition/retention
- Build forecasting models of consulting staff growth that consider competing demands of business units, geographies, and consultant profiles
- Develop a mastery of and manage all personnel data and systems from many sources across the Firm
- Support the capital process for establishing the Annual and Five Year Capital Plans for CTT
- Support the Capital Manager to run internal system to ensure clear understanding of current Capital spend, co-ordinating input from all CTT functions Worldwide
- Support the Capital Manager to run the Capital forecast process
- Support the Capital Manager and business Functions to manage capital allocation / risks and exposures
- Ensure timely reporting of Capital status both within CTT and to Corporate
- Respond to short notice capital requirements (create reports / presentations for CTT & Corporate)
- Must have proven Excel experience (sumifs, vlookup, pivot tables, goal seek, financial modeling)
- Advanced proficiency level skills in MS Excel and MS PowerPoint with an emphasis on vlookups, pivot tables
- Possesses strong computer skills, including advanced knowledge of Microsoft Excel
- Minimum 5 years of planning, reporting and analysis experience with a Fortune 500 Company with focus on capital analysis
- Proven ability to analyze capital projects and evaluate post-completion results
- Major consumer products or distribution industry experience preferred
Capital Analyst Job Description
- Train people new to the capex processes
- Maintain fixed asset ledger system
- Monthly reporting on capital projects, cash flow estimates, lead monthly meeting with facility management
- Capital contract review
- Lead fixed asset counts
- Financial analysis and support for Retail projects
- Quarterly Impairment/Disposal reviews
- Assess all capital projects for completeness, accuracy and compliance to policies
- Ensure annual budgets reflect savings/expenses from capital projects
- Filing, maintaining and updating required registration forms
- Advanced ability in Excel modeling
- Proficiency in Microsoft Excel and Access, Word, PowerPoint and other PC applications
- Strong computer skills including Essbase, Excel, Access, Word and PowerPoint
- Advanced Excel skills, including work with large data sets, tables, and multiple data sources
- Familiarity with other Microsoft Office applications, and database query and reporting packages
- Demonstrated experience handling potentially sensitive and confidential information