Capital Management Analyst Resume Samples
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Capital Management Analyst Resume Samples
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DS
D Stehr
Darrell
Stehr
674 Williamson View
Boston
MA
+1 (555) 136 1905
674 Williamson View
Boston
MA
Phone
p
+1 (555) 136 1905
Experience
Experience
Chicago, IL
Capital Management Analyst
Chicago, IL
Brakus and Sons
Chicago, IL
Capital Management Analyst
- Recommending/implementing and documenting continuous enhancements to current processes
- Developing/supporting analytical capabilities to facilitate quick turnaround of key analyses related to capital forecasting and strategy
- Contributing to policy development by performing analyses and researching industry issues
- Provide references for users by writing and maintaining user documentation
- Completing ad hoc requests to support management recommendations and decisions
- Monitors testing process to ensure that business results are adequately tested with minimal risk
- Timely and accurate completion of the production process used to prepare the FR 14A report for CFG and its banking subsidiaries
Phoenix, AZ
Human Capital Management Analyst
Phoenix, AZ
Rutherford, Hauck and Zboncak
Phoenix, AZ
Human Capital Management Analyst
- Provides guidance and direction to Boards/Commissions staff regarding entry of information into the Ohio Administrative Knowledge System (OAKS)
- Engage with the business to identify, create and deliver value in the Payroll processes
- Assist with complex issues related to verification & employment requests
- Provide specialist application and process knowledge advice in the Payroll area
- Respond to complex emails & phone calls regarding benefits, pay, on boarding & time-tracking inquiries
- Utilizes NEOGOV to post vacancies, move applicants through evaluation steps and respond via emails and/or letters
- Initiates and processes Electronic Personnel Action Requests (ePAR's) in accordance with the PA Manual and Centralization Policy
present
San Francisco, CA
Senior Analyst, Capital Management
San Francisco, CA
Feest, Herzog and Hauck
present
San Francisco, CA
Senior Analyst, Capital Management
present
- Developing or refining sales and margin forecasting methodologies
- Developing or evaluating key assumptions used in analysis
- Additional responsibilities will include the following: maintaining the monthly and annual capital actuals/projections, updating schedules to support the accounting and financial reporting process, and developing presentations for Senior Management/Board of Directors
- Manage the capital budget and project approvals
- Support other projects to help support the capital management controls
- Other ad hoc analyses for senior management
- Create models, analyze performance metrics, and develop and compile various financial and statistical reports that focus on individual store, company performance and ad hoc analysis
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Hofstra University
Bachelor’s Degree in Accounting
Skills
Skills
- Able to work with both detailed and summary level data in order to identify, understand and resolve key issues
- The ability to understand concepts and apply them to practical situations
- Strong communication skills, both orally and written
- Experienced in working in an environment with a strong customer focus, with experience of pro-actively working with demanding customers in a flexible manner
- Very strong data analysis skills
- Attention to detail
- Highly motivated
- An Investment Bank background
- Previous experience of report production, analysis and provision of business commentary
- Business minded with aptitude to apply system skills
13 Capital Management Analyst resume templates
Read our complete resume writing guides
1
Analyst Capital Management Resume Examples & Samples
- Analysis of capital requirements and utilisation
- Reporting of capital usage to FICC and MSG businesses
- Forensic analysis of capital data
- Identification and implementation of process improvements
- Interpretation of APRA prudential standards and how they apply to our businesses
- Advising and educating key business individuals at all levels to foster capital adjusted decision making
- Assisting with evaluation of new products or business opportunities and their associated capital impact
- Strong analytical skills in working with large amounts of data
- The ability to develop strong working relationships and to liaise confidently with key business stakeholders
- Strong attention to detail and the ability to see multiple tasks through to completion
- A good understanding or awareness of regulatory capital under the Basel and/or APRA framework or a genuine interest in developing such an understanding
- Initiative and a commercial approach
- Relevant tertiary qualifications in Finance, Business, Commerce, Accounting, Economics, Mathematics or Engineering
2
Sterling Capital Management Portfolio Analyst Resume Examples & Samples
- Ensure transactional and position integrity in Sterling’s book of records including a quad-source verifcation against custodial records, and Sterling’s OMS Charles River and market reference data. Independently research any discrepancies and remediate immediately
- Liase with clients’ representatives to ensure accuracy of their records; involves frequent communication with custodial counterparts and internal trade settlement specialists
- Calculate all portfolio investment performance, including verification of data, related disclosures, and ensuring results are calculated, constructed, and presented according to Global Investment Performance Standards (GIPS)
- Analyze portfolio performance discrepancies and resolve accordingly
- Construct custom period-end reporting packages to the end client and review for accuracy prior to desseminating to the end client
- Instruct Reference Data Team to correct any errors in system reference data found during reonciliation and/or period-end reporting. Ensure corrections are posted accurately and on a timely basis
- Manage all period end communication with the end client, and respond to all ad hoc requests received from the end client intra-period on a timely basis
- Bachelor’s degree in Accounting, Business, Mathematics, Finance or Economics, or equivalent education and related training
- Two years of financial work experience, preferably with an investment firm or in an accounting/financial role
- Strong familiarity with the investment markets and the investment management business
- Keen attention to detail and highly organized with the ability to multi-task
- Self-starter with strong quantitative and problem solving skills
- Desire and ability to work in a fast-paced environment and meet multiple deadlines
- Excellent computer skills with ability to learn and demonstrated proficiency in several software packages. Strong ability in Microsoft Excel required (including vlookups, pivot tables and macros)
- Experience with an Advent portfolio accounting system
- Experience with querying in SQL
3
CIB Macro Capital & Funding Management Analyst Resume Examples & Samples
- 1-3 years of experience with any or all of the following: modeling derivative transactions, counterparty credit risk, CVA/FVA, Basel III capital, CCP’s
- Strong quantitative, analytical, and communication skills
- Strong work ethic, eagerness to learn and take initiative
- Relevant products include but are not limited to Interest Rate, FX, Emerging market, and Commodity derivatives
- Partner with global sales and trading on specific client and transaction risk and pricing issues to ensure sensible risk/reward
- Model and price prospective new trades within JPM’s Macro Sales & Trading Business for B3 capital, funding charges, and credit charges/exposure
- Provide analytical support for key projects relating to the capital and funding agenda for the Macro Trading Business
- Work with primary stakeholders across front office (sales, trading, CPS/CPG), Credit Risk, and support teams to analyze trade pricing, CPG billing issues, and risk exposure profiles
- Work closely with the Credit Portfolio Group, Quantitative Research, and Applications Development to enhance tools to meet evolving business needs and practices
- Establish relationships across Credit Risk groups (CPG, Credit, Collateral Management, Discounting Central Utility), CIB Treasury, Finance, Legal, Compliance, Regulatory Policy, and Operations to effectively manage business risks
- Understand the effects of internal policy and external regulatory changes to help manage funding and balance sheet related costs/charges within the Macro business
4
Sterling Capital Management Portfolio Analyst Resume Examples & Samples
- Ensure transactional and position integrity in Sterling's book of records including a quad-source verifcation against custodial records, and Sterling's OMS Charles River and market reference data. Independently research any discrepancies and remediate immediately
- Liase with clients' representatives to ensure accuracy of their records; involves frequent communication with custodial counterparts and internal trade settlement specialists
- Bachelor's degree in Accounting, Business, Mathematics, Finance or Economics, or equivalent education and related training
5
Senior Analyst, Enterprise Capital Management Resume Examples & Samples
- Excellent inter-personal and internal relationship management skills
- Demonstrated technical skills combined with strong business acumen
- Good business judgment
- University degree in Finance, Accounting, Economics or a related field
- CPA, MBA, CFA, or other professional designations, would be a strong asset
- Advanced knowledge and proficiency in Excel, PowerPoint and Word
- Minimum 3 years of Bank or treasury related experience with progressing levels of operational and/or team management responsibility
- Knowledge of capital management activities, Basel III requirements, capital markets, asset/liability management principles and banking products
- Demonstrated strong project management capabilities
6
Senior Analyst, Capital Management Resume Examples & Samples
- Partner with the business units to build and analyze financial and operational information to support capital proposals
- Perform financial analyses that focus on assisting management in understanding project performance, capital needs, company-wide capital plans and other projects. Financial analysis will include
- Preparing DCF analysis to evaluate proposals, including growth and maintenance projects
- Developing or evaluating key assumptions used in analysis
- Developing or refining sales and margin forecasting methodologies
- Create new reports focused on post-audit analyses of new store performance versus original assumptions
- Create models, analyze performance metrics, and develop and compile various financial and statistical reports that focus on individual store, company performance and ad hoc analysis
- Reconcile and analyze financial data by understanding formulas and lower level data
- Compile and develop reports using multiple data sources
- Support other projects to help support the capital management controls
- Manage the capital budget and project approvals
- Advanced Excel modeling skills. Experience with Outlooksoft, R Reports and/or Access is a plus
- Ability to simultaneously manage multiple projects with varying deadlines
- Ability to work well with individuals throughout the organization
- Highly organized and capable of working independently
7
Capital & Liquidity Management Analyst Resume Examples & Samples
- Ensuring appropriate validation and control procedures for daily Liquidity Coverage Ratio (LCR) are run to meet governance requirements and to comply with the Liquidity and Resolution Reporting Control framework
- Producing metrics to meet Risk Data Aggregation & Risk Reporting (RDA&RR) requirements
- Interacting with the various stakeholders in the strategic change process such as Treasury, Finance change, and Global Technology to support effective delivery
- Being involved in User Acceptance Testing (UAT) and dry run testing of new TIGAr systems
- Producing and reviewing liquidity reports in a timely, accurate and consistent format and manner
- Supporting and contributing to ad-hoc reporting as and when requested by Regulators
- Keeping track of the compliance of reporting implementation with current regulatory interpretation
- Analysing the results of the process and investigating significant and abnormal variances in particular in relation to moves in daily internal stress. Where required coordinating with data management, internal stress and extended teams in Pune to resolve open items
- Producing different levels of “explains” and business commentary related to short-term liquidity metrics, including divisional and product level drivers
- Ensuring all processes are correctly and thoroughly documented (Key Operating Procedures etc) across the teams and that EUMAs meet compliance requirements
- Knowledge of Liquidity Regulatory Reporting requirements
- Experience of Business as Usual (BAU) liquidity regulatory reporting process
- Understanding of various financial products and their impact on liquidity and resolution reporting
- Strong communication skills, both orally and written
- The ability to understand concepts and apply them to practical situations
- Computer skills – Business objects and Microsoft Office
- An Investment Bank background
- Previous experience of report production, analysis and provision of business commentary
- Business minded with aptitude to apply system skills
- Keen to learn
- Experienced in working in an environment with a strong customer focus, with experience of pro-actively working with demanding customers in a flexible manner
- Experienced delivering results in a fast moving, dynamic environment
- Able to adapt and be responsive to changing customer, sponsor and stakeholder requirements
- Able to work with both detailed and summary level data in order to identify, understand and resolve key issues
8
Organizational Improvement & Human Capital Management Analyst Resume Examples & Samples
- Strategic planning,
- Organizational performance management,
- Operations research,
- Change and risk management,
- Business process improvement and transition,
- Organizational assessments and development,
- Knowledge management,
- Human capital strategic planning,
- Competency development and modeling,
- Workforce analytics,
- Manpower assessments,
- Policy development and implementation
- Bachelor’s Degree in human resources, administration, management, operations research, business administration, or closely related field
- 5+ total years of experience working on strategic planning, human capital planning, business process improvement, organizational assessments, competency management, and related projects
- 3+ total years DOD/Federal Civilian HR experience required
- Project management experience, PMP certification required
- Leadership training and development experience required
- Advanced skills in Microsoft Office suite
- Ability to live overseas
- Ability to operate in a demanding, austere environment
- Ability to develop practical solutions using unstructured data
- Master’s Degree in human resources, administration, management, operations research, business administration, or closely related field
- 8+ years of experience in federal government position is preferred
- 5+ years of management consulting experience is highly desirable
- Program or Portfolio Management Office experience a plus
- Overseas employment experience is highly desirable
- Familiarity with Arabic culture and language a plus
- Secret or Top Secret clearance is a plus
9
Capital Management Analyst Resume Examples & Samples
- Assist in the coordination of required documentation from multiple delivery / process areas that span Citizens lines of business and support functions
- Lead and manage the delivery of select deliverables owned by the Capital Management Delivery Office
- Assess new/changed regulatory rules and guidance to determine impact on capital management documents/deliverables
- Develop and maintain a documentation requirements inventory and ensure capital management requirements are reflected in deliverables
- Review and provide feedback on materials prepared for executive review and regulatory submissions
- Develop and manage templates and style guides according to central standards
- Communicate with stakeholders and ensure on-time delivery
- Manage the development, production and delivery of final documents
- Develop subject matter expertise on capital planning and resolution planning regulatory requirements and best practices
- Minimum of 5-8 years previous experience as a Financial or Business Analyst (including requirements development and/or control function)
- Exceptional writing, analysis and presentation skills required; excellent grammar and usage skills
- Strong quantitative and qualitative analytical skills; ability to synthesize data from many sources
- Advanced Microsoft Office applications experience to include Microsoft Project, Access, Excel, Visio, PowerPoint, Word
- Flexibility to work on a variety of deliverables within Capital Management
- Motivated self-starter; able to think through issues and make recommendations
- Understanding of functional areas within Citizens (or comparable financial services company)
- Experience with facilitating decision-making and stakeholder management
- Ability to work to tight deadlines and prioritize a large number of conflicting and competing priorities in a fast-moving environment
- Develop CMDO documentation-related procedures
- Participate in planning activities
10
Capital Management Analyst Resume Examples & Samples
- Preparation and analysis of financial statements (e.g. balance sheet and income statement trend, rate/volume, yields) for budget, base and stress forecast scenarios
- Preparation of financial documentation for presentation to various senior management committees and the Board of Directors
- Facilitate the collection and communication of data required for the forecast process with business unit partners
- Preparation and analysis of key financial metrics under budget, base, and stress scenarios
- Support the preparation of the annual CCAR submission, semi-annual DFAST Midyear submission and regular capital adequacy process
- Preparation and analysis of ad hoc requests with an emphasis on providing insight for management decisions, recommendations, and actionable items
- Minimum of 3 - 5 years of experience as a Financial or Business Analyst
- Strong knowledge of financial statement analysis and forecasting process
- Advanced knowledge of Microsoft Office applications (e.g. Project, Excel, Visio, PowerPoint and Word)
- Flexibility to work on a variety of projects and teams within Business Change Management
- Self-thinker and self-motivated able to work through issues and escalate only when appropriate
11
Capital Management Analyst Resume Examples & Samples
- Timely and accurate completion of the production process used to prepare the FR 14A report for CFG and its banking subsidiaries
- Preparation of FR 14A reports in the format required for submission to the regulatory agencies
- Maintain account mapping, procedures and other technical documentation required for strong governance as well as resolve data quality and control-related issues
- Monitor and communicate regulatory requirements to relevant stakeholders
- Understand CCAR modeling structure and ensure that upstream process changes comply with FR 14A reporting requirements
- Provide stakeholders with FR 14A report outputs and develop any needed ad-hoc analytical report
- Identify further opportunities to automate the FR 14A reporting process from model output
- Minimum of 3+ years of experience as a Financial or Business Analyst
- Strong knowledge of financial statement analysis and forecasting process; knowledge of regulatory reporting is a plus
- Advanced knowledge of Microsoft Office applications (e.g. Project, Excel, Visio, PowerPoint and Word); knowledge of Power Query user interface and M language is a plus
- Bachelor degree in Accounting or Finance required
12
Human Capital Management Analyst Resume Examples & Samples
- Processes CSA bi-weekly payroll for Boards & Commissions
- Ensures payroll is processed accurately and is in compliance with Ohio Revised Code, OCSEA contract and FLSA laws and rules
- Maintains all payroll record information (e.g., Executive Director timesheets)
- Utilizes NEOGOV to post vacancies, move applicants through evaluation steps and respond via emails and/or letters
- Initiates and processes Electronic Personnel Action Requests (ePAR's) in accordance with the PA Manual and Centralization Policy
- Assists employees of Boards and Commissions with their benefits programs (e.g., utilizing benefits enrollment application, providing information regarding benefits plans, processing new hire benefit enrollment in OAKS)
- Provides guidance and direction to Boards/Commissions staff regarding entry of information into the Ohio Administrative Knowledge System (OAKS)
13
Capital Management Analyst Resume Examples & Samples
- Assisting with business as usual analysis and reporting of risk-based capital to support assessment of capital adequacy versus internal policy and regulatory requirements
- Analyzing historical and forecast results to assess adequacy of projected capital across legal entities relative to inherent risk under normal and stressed conditions
- Projecting/analyzing impact to capital adequacy under “what-if” scenarios to facilitate determination of planned capital actions and comparative scenario analysis
- Supporting preparation of the annual budget and strategic plan to ensure consistency with business assumptions, management targets and compliance with policy
- Supporting capital contingency planning and resolution planning by developing/maintaining an inventory of Capital Contingency Response Options and assessing impact to capital/financial/liquidity metrics from individual and aggregate options
- Designing/supporting solutions for interfacing capital adequacy inputs/analytics with existing capital management production capabilities for subsequent use in capital strategy, management and reporting
- Developing/supporting analytical capabilities to facilitate quick turnaround of key analyses related to capital forecasting and strategy
- Assisting with development of presentations, requests and documentation as necessary for submission to regulators, senior management committees, and legal-entity boards
- Supporting preparation of the annual CCAR/DFAST and semi-annual DFAST submissions
- Contributing to policy development by performing analyses and researching industry issues
- Completing ad hoc requests to support management recommendations and decisions
- Recommending/implementing and documenting continuous enhancements to current processes
- Minimum of 5 years previous experience as a Financial or Business Analyst
- Experience with Essbase
- Strong background in financial analysis
- Advanced knowledge of Microsoft Office applications
- Detail-focused, self-starter with ability to work through issues and escalate when appropriate
- Ability to coordinate tasks with colleagues across different areas
- Knowledge of budgeting and forecasting processes
- Knowledge of regulatory capital, CCAR and DFAST requirements
14
Human Capital Management Senior Analyst Resume Examples & Samples
- Create, update & review position descriptions (PDs) and determine appropriate knowledge, skills and abilities
- Monitors selection process in Ohio Hiring Management System (OHMS) (e.g., posting vacancies, batching & screening applications & scheduling interviews)
- Provides guidance on employment process in accordance with collective bargaining agreements, federal & state laws, rules & regulations
- Develop, review and implement selection assessments (e.g., structured interview questions, proficiency exams & simulations)
- Leads/assists with special projects, as assigned (e.g., workforce planning, training initiatives, policy review & revisions)
15
Capital Management Analyst Resume Examples & Samples
- Participate in various requirements sessions with internal and external stakeholders and convert business requirements into functional/systems solutions
- Investigates problems and develop recommendations for resolutions
- Monitors testing process to ensure that business results are adequately tested with minimal risk
- Evaluate upstream changes and identify dependencies and impact to the established process
- Provide references for users by writing and maintaining user documentation
- Establish and maintain good liaison relationships with business partners
- Communicate with upstream data providers and downstream data consumers
- Support all ad-hoc data investigative analysis
- Manage project tasks assigned within scope, quality and timeframe
- Ability to manage several tasks at once and work effectively as an individual and as part of a team
- Minimum 5 years of previous experience as a Business Analyst
- Knowledge of SAS and SQL is preferred
- Understanding of relational data base structure and experience working with complex data systems
- Excellent analytical skills to recognize data patterns, quantify potential issues and identify solutions
- Ability to standardize, harmonize, clean, prepare and use data for developing datasets, reporting and analysis
- Competent use of Microsoft Office applications to include Microsoft Access, Project, Excel, Visio, PowerPoint, Word
- Strong teamwork and analytical problem-solving ability
- Prior experience within Financial Services industry
- SQL Language
16
Analyst, Human Capital Management Resume Examples & Samples
- 40% - RESEARCH SUPPORT: Conducts research and assessments on clients, including: Researching, recording and updating a clear vision of client and program objectives, client analysis needs, scope and timeframe based on collaboration with client and team. Supporting the design and scope for service interventions. Support and owning manageable client deliverables and related processes. Analyzing program data for strengths and weaknesses. Analyzing program performance in the context of client business objectives and program strategy, developing insights that inform strategies, drive action and improve future program performance
- 20% - DATA MANAGEMENT: Identifies appropriate data sources for research and program evaluation. Integrate, aggregate and transform data in an efficient and timely manner, leveraging data management skills and/or internal resources. Utilize and stay apprised of leading data management techniques and software. Design to scale, with inter-system access and data retention needs in mind
- 20% - PROCESS & DELIVERY SUPPORT: Follows processes and models for service delivery including: Supporting exploratory analysis and approaches, including segmentation analysis, market basket analysis, communication response analysis, and growth/attrition propensity models to inform and optimize program design, participant engagement strategy, and overall program effectiveness. Assisting with the execution of related service strategies, including interviewing stakeholders, job/task analysis, organizational mapping, communication and training directly provided to the client
- 20% - COMMUNICATION, SALES & MARKET INTELLIGENCE SUPPORT: Supports client and prospect influence initiates by collaborating with other team members to create strategic presentations, communication and marketing material to establish a credible relationship with clients and prospects. Supports leadership by remaining informed of market trends and business developments across industries of interest. Work includes supporting: Conduct competitive benchmarking, market modeling, and internal business analysis. Develops Case studies, white papers and other documents from knowledge gained from client analyses to support Motivation Solutions' public relations and marketing efforts. Creates emerging trends, position and point of view pieces
- Bachelor's degree in Psychology, Business, or Economics required
- Minimum of 1-2 years’ experience in serving clients in an analyst or related role, in a consulting organization preferred
- Must possess statistical and analytical skills and proficiency with related programs (e.g., SAS, SPSS, R), as well as general business acumen
- Proficiency with data management platforms and products (such as Hadoop and/or other Database Management Systems)
- Ability to work collaboratively in a matrix environment
- Strong written and oral communication skills; demonstrated presentation experience
17
Senior Human Capital Management Analyst Resume Examples & Samples
- Serve as the technical point of contact for system configuration including system security and maintenance, system modifications and new functionality, report development, system development methodology documentation, system audits, and business process configuration changes
- Utilizes Workday and SLUHN System Change Management methodologies to develop and implement solutions that are prioritized, documented, configured/developed, tested, and migrated to production successfully
- Tier 2 support responsible for troubleshooting issues. Provides technical support to internal users. Performs root-cause analysis for issues and resolves as appropriate or escalates to SLUHN IT and/or software and service vendors for resolution
- Supports the development, operation, and maintenance of HCM technologies
- Conducts system training activities, including developing user procedures, guidelines, and documentation. Train users on new processes and functionality
- Regularly reviews user procedures, workflow, and vendor technology roadmap to ensure system features are being fully utilized. Works closely with functional areas to review technology improvements and identify features that may improve operational efficiency
- Develops and configures reports and KPIs/Analytics in alignment with business requirements. Prepares regularly scheduled reports and ad-hoc reports as required. Acts as Workday Reporting Subject Matter Expert to assist HR and Payroll Analysts with report writing and troubleshooting
- Performs periodic data audits of HCM systems for completeness and accuracy and works with HR Functional areas to develop and execute a remediation plan
- Partners with SLUHN IT, Payroll, and HR Functions to develop and maintain integrations from Workday HCMS and external vendors. Communicates business requirements to IT for projects as required
- Supports regular system upgrades, fixes, testing, and other technical projects as assigned. Manages moderate sized projects or leads portions of large initiatives
- Partners with SLUHN IT and other functions on technology initiatives requiring input from HCMS
- Support the development and implementation of other HR systems and/or enhancements as needed. Works closely with assigned HR functional teams to analyze the needs of the organization and recommend system and/or process solutions
- Maintains awareness of current trends in HCMS with a focus on product and service development; delivery and support; and applying key technologies. Examines trends in information systems training, materials, and techniques. Participates in user group meetings and conferences. Participates in Workday Communities to remain connected with Workday and other organizations utilizing the offerings
18
Human Capital Management Analyst Resume Examples & Samples
- 3+ years application experience in SAP Payroll/HR roles
- SAP Certifications advantageous
- Specialist knowledge of Personnel Administration, Time Management and Payroll
- Application knowledge of Personnel Development desirable
- Application knowledge of Kronos desirable
- Demonstrated ability to work independently or as part of a team
- A focus on achievement and maintaining high standards
- Outstanding English language communication skills (verbal and written)
- Demonstrated ability to translate complex concepts into simple models that can be readily understood by other team members
19
Senior Capital Management Analyst Resume Examples & Samples
- Understand the Capital Management policies, principles and objectives of the banks and review and update of all Capital Adequacy Process related Policy statements for BancWest and its subsidiary banks
- Communicate with Senior Management and key partners across all business units, Finance, Risk and other support groups to ensure consistent application of processes and policies and adherence to provisions set forth in the statements
- Assist in managing the CCAR submission documentation review process and update documentation at least annually or as required by policy and/or regulatory mandate
- Prepare presentations/reports for Capital Planning Committee, Board of Directors and other executive steering committee meetings
- As needed, communicate with the Regulatory Relations team in communicating with Regulators on All Capital and Stress Testing related topics
- Monitor Regulatory developments that may impact the Holding Company or subsidiary banks from a Capital or Stress Testing perspective. Be able to synthesize and summarize regulatory requirements for senior management consumption
- Assist in building an effective challenge framework (process framework to review and test the capital plan information
- Partner with Capital Management team and Support groups to identify and implement ongoing enhancements to the Capital Adequacy Process and related policies and methodologies
- Monitors project progress towards project goals, coaches and motivates team members to make needed adjustments in plans to meet milestones and to achieve goals. Facilitates and documents lessons learned on projects to use on future projects. Recognizes
- Bachelor’s Degree- Management, Finance, Risk or related fields required
- Advanced Degree or CPA highly preferred
20
Analyst, Client Management, Capital Markets Resume Examples & Samples
- Education: Bachelors or equivalent degree in Economics, Business, Finance, Computer Science, Mathematics, or related field
- Self-starter that exhibits good initiative
- Ability to work with minimal guidance
- Strong research abilities
- Technical proficiency in topics related to corporate finance