Job Description

IRB Advisory

• Support Associate Director on Finance’s perspective on technology costs across the IRB portfolio.
• Incumbent will aid in communicating technology costs to CM PM Advisors leveraging CM PM’s deep connection with the business to provide business leaders insights into technology investments.
• Maintain benefits framework to guide discussion across Business Leaders to make informed strategic decisions on Capital Markets Technology portfolio. This includes ongoing monitoring of each of the IRB horizontals’ technology investments and financial trajectory.
• Integrate Capital Markets technology costs/resourcing in strategic decisions to fully understand the level of technology investment required.
• Continually monitor portfolio from inception of projects to post-implementation ensuring strategic and financial objectives are met.
• Monitor financial trajectory of Capital Portfolio from a CM Technology cost perspective ensuring proper financial governance is in place.

PAR Advisory

• Prepare qualitative and quantitative analysis on PARs including in-depth understanding of strategic objectives, investment and benefits, and overall impact to the CM Portfolio.
• Participate in validating and challenging benefits identified in PARs and monitor and track the realization of benefits
• Prepare financial insights for CMOC, QTS OC, T&O Monthly BRD and Quarterly QBR for senior management to enable strategic decisions on Project Spend. 
• Advisory on KPIs and Trackable metrics on PAR accompanied by production of scalable reporting to ensure Projects fulfill strategic objectives.

Must Have

• 2+ years experience in complex wholesale business activity, namely a thorough understanding of Capital Markets businesses and transactions, and associated risks & returns.
• Experience in management reporting and analysis, stakeholder interactions and relationship management
• Keen sense of numbers and strong analytical skills with ability to multitask and handle high-pressure executive level requests on a continuous basis
• Experience in complex wholesale business activity, management reporting and analysis, and/or financial resource optimization (capital, funding, and liquidity)
• Very strong Microsoft Excel and PowerPoint Presentation skills required, with data mining skill and ability to explore new technologies to enhance the delivery of financial information

Nice to Have

• CPA or CFA or Finance MBA highly preferred
• Exposure to any of the following: Solid experience and good understanding of bank structure, risk management concepts, financial markets and instruments; possess technology acumen and keen interest in technology; experience in financial modelling including understanding of statistics, risk or other quantitative metrics