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Job Description
This role in the Asset & Wealth Management (AWM) Controllers organization provides exposure to various bank products and firmwide initiatives. The position supports US Regulartory Liquidity Reporting and partners with the Asset Wealth Management Treasury team, ensuring the integrity of Treasury financials and controls for external reporting. The role involves reporting, analytics, project management, and promoting automation to improve efficiencies and strengthen the internal control environment.
As an Asset Wealth Management Treasury Product Controller – Senior Associate within the Asset Wealth Management Controllers organization, you will have the unique opportunity to gain visibility into various products across the bank and understand firmwide initiatives. You will collaborate with colleagues within various lines of businesses and corporate functions, playing a critical role in ensuring the overall integrity and validity of Treasury financials. This role offers a unique blend of reporting, analytics, and project management in a dynamic regulatory environment. Additionally, you will have the opportunity to promote automation to improve efficiencies and strengthen our internal control environment.
Job Responsibilities:
This position will have responsibilities that cover 2 primary areas:
Liquidity Controller:
- Reporting including daily, monthly and quarterly deliverables (e.g. Liquidity Coverage Ratio-LCR, FR 2052a-Complex Institution Liquidity Monitoring Report, Net Stable Funding Ratio-NSFR, etc.)
- Determining business drivers behind changes in balances and communicate liquidity impact to partnering teams such as Liquidity Management and Liquidity Risk
- Promoting a robust control environment, maintaining a well-controlled reporting processes and fostering a team environment of continuous improvement
- Participating in projects, including those relating to enhancing the Liquidity Risk Infrastructure (LRI) platform. To include LRI monthly releases, which includes impact analysis, requirement specification and involvement on UAT/regression testing
- Coordinating with Corporate Treasury and other LOB Controllers groups on regulatory instruction changes
Automation:
- Identify opportunities for automation of repetitive processes within the broader US & SEC Reporting team
- Design and implement appropriate solutions to increase efficiencies
Required qualifications, skills, and capabilities :
- A minimum of 7 years of relevant experience in financial reporting, external regulatory reporting, treasury or balance sheet management
- Proficient in Microsoft Office applications (in particular advanced Excel- i.e. use of pivot tables; xlookup, macros etc. and PowerPoint)
- Knowledge of Tableau/Alteryx and experience working with large datasets
- Experience with technology project testing
- Strong analytical and organizational skills and attention to detail
- Thrives in a fast-paced environment, and have passion and intellectual curiosity to find and capture business value
- Has a control mindset, is proactive, is able to challenge the status quo, and can manage multiple work streams simultaneously
- Excellent communication/partnering skills and an ability to communicate effectively with Senior Management
- Bachelor’s degree in Finance, Economics, Accounting, or other related fields
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