Mumbai, Maharashtra, India
3 days ago
Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. 

You will be based in Mumbai and will be a part of the Mumbai Corporate & Investment BankingTreasury P&A team and support New York team in deliverables relating to forecasting and analysis of Balance Sheet, NII and FTP in support of current year forecasts as well in support of the firm’s multi-year budget process. You will be supporting the monthly forecast process as well as other Treasury P&A projects on an as-needed basis.   

Job Responsibilities:

Support CIB forecasting, planning, and articulation of results by partnering across all Corporate & Investment Banking sub-lines of business to ensure forecasts align with the latest corporate and business-level objectives. Partner closely with the central team and line of business controllers to understand closing month/intra-month actuals, ensuring the latest actuals form the basis of forecasting and planning assumptions. Produce monthly and quarterly senior-level overviews that articulate CIB total results, focusing on total Corporate & Investment Banking balance sheet trend results, liquidity trends, net funding trends, quarterly NII results, and underlying business drivers. Provide P&A support for the Corporate & Investment Banking Treasury Product Control function, including surveying revenue and balance sheet projections and coordinating deliverables across stakeholders. Coordinate with line controllers to manage offline weekly/monthly balance sheet projections for spot and average asset and liability balances, and support in gathering liquidity forecast inputs. Support ad-hoc requests related to growth initiatives, investor day, and press release presentations.

Required qualifications, capabilities, and skills:

Bachelor’s degree or equivalent in Accounting, Finance, Business Administration or related field.   Minimum 4years of relevant experience in Liquidity Management, Treasury, Risk Management, Planning & Analysis or Controller roles. Strong understanding of CIB Balance Sheet products, liquidity concepts including LCR, NSFR, SLR etc. is a must Strong stakeholder management and excellent communication skills Results-orientated without compromising control and detail Strong Excel and PowerPoint skills are required Ability to handle multiple tasks simultaneously and efficiently Thrives on challenges in a fluid working environment Actively listens and assimilates broad ranging information quickly
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