Capital Management Analyst Job Description
Capital management analyst
provides project management support and develop content for regulatory initiatives such as Comprehensive Capital Analysis and Review (CCAR).
Capital Management Analyst Duties & Responsibilities
To write an effective capital management analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included capital management analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Monthly / quarterly production of Corporate and Bank level regulatory capital reporting
SEC disclosures, internal management analysis and other ad hoc analyses and reconciliations as required
Build companies financial models
Generate investment ideas based on fundamental research
Perform scenario analysis
Generate inputs for the valuation process of Convertibles bonds and other financial instruments
Manage month end close process and variance analysis
Key player in ensuring policy compliance of fixed assets
Manage key business processes and tools that drive WPR’s initiatives
Manage day to day issues within HCM
Capital Management Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Capital Management Analyst
List any licenses or certifications required by the position: CFA, PMP, CPA, CTP, OES, BCP, SOX, FRM, HR, CBAP
Education for Capital Management Analyst
Typically a job would require a certain level of education.
Employers hiring for the capital management 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, Economics, Business, Business/Administration, Management, Education, Mathematics, Engineering, Computer Science
Skills for Capital Management Analyst
Desired skills for capital management analyst include:
Regulatory capital
CCAR and DFAST requirements
Essbase
Microsoft Office applications
Financial statement analysis and forecasting processes
MS Excel
MS Excel and PowerPoint
CCAR requirements and regulatory capital
Economic capital
Excel and analytical skills
Desired experience for capital management analyst includes:
Strong programming skills in object-oriented programming languages
Knowledgeable about HR practices in India
Bachelor's degree and a minimum of 2 years of relevant experience or High School/GED and 6 years relevant experience in Risk Management or Compliance, Application/Database Architecture
A proven background as a Convertible Bond analyst
Experience in analyzing credit/special situations a distinct advantage
Setup and maintain performance review manager trees
Capital Management Analyst Examples
1
Capital Management Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of capital management analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for capital management analyst
- Reviews and assists with the development of capital project business cases, including financial analysis/modeling (IRR, NPV, lease classification testing, ) in support of financial business decision-making
- Assist with the development and Management of Global Information Technology and Global Logistics capital budgets and project plans
- Partners with business managers to develop short-term and long-term financial plans
- Perform various operational analysis for Global Information Technology and Global Logistics budget presentation, including historical reviews, industry benchmarking, base analysis, acquisition analysis
- The Documentation Analyst will perform administrative duties the tool requires support the group’s Sharepoint site and create and maintain related documents as needed
- The Documentation Analyst will verify the data and content that is contained within the Content Management tool support its data linking
- Analyze usage of key capital resources, including Risk-Weighted Assets and Balance Sheet
- Ensure transparency of capital usage and returns on capital usage to businesses and senior management
- Explore possibilities to use capital resources more efficiently, including improvements in documentation
- Contribute to completion of annual CCAR (Comprehensive Capital Analysis and Review) effort required by the Federal Reserve
Qualifications for capital management analyst
- Conduct depreciation analysis and understand root cause issues and ensure closure
- Facilitate annual, monthly, and quarterly project reviews with capital program managers
- Liaison with Corporate Finance in managing capital project requests with other functions
- Key liaison along with WPR’s Client Relation Manager in supporting IT function
- Financial analytical skills, attention to details, and the ability to deliver results in managing $200M-$500M of capital globally
- Review and validate of ROI/NPV and Payback analysis on proposed Capital Projects along with historical benchmarks
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Capital Management Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of capital management analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for capital management analyst
- Analyze capital ratios and strategies of peers planned regulatory developments and requirements
- Verify all reported risk metrics, including Value-at-Risk (VaR) and stress tests, for internal and regulatory use
- Perform root-cause analysis for all data anomalies highlighted within the verification process, fully managing the diagnosis, escalation and resolution process
- Carry out controls to ensure accuracy of the risk calculation environment
- Work on strategically focused projects that touch on risk measurement and workflow efficiencies
- Involved in various aspects of reporting including risk limit breaches and legal entity risk
- Coordinate and attend client, consultant and prospect meetings with senior Security Capital Investment and Client Service team members
- Oversee presentation preparation in conjunction with Client Service, Financial Operations and Investment Research teams
- Identify potential investors
- Close collaboration with J.P.Morgan Institutional Client Advisor and Relationship Manager teams
Qualifications for capital management analyst
- Assisting with capital structure and risk management analysis (run by IBD teams and strats but with expert input from the CSRM team)
- Developing standard presentation materials to integrate analysis, financing and risk management products
- Liaising with all product teams across the financing group to harmonize advice and develop new solutions to client situations
- Targeting and monitoring new business opportunities
- Working with IBD Technology to develop tools and analytics for roll out to the division
- Developing Training materials for the division on analysis and solutions
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Capital Management Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of capital management analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for capital management analyst
- Excellent academic background including degree in Commerce, Business, Finance or Economics
- A background in financial advice preferred
- Hold appropriate tertiary qualifications in an accounting, finance or business discipline
- Ideally possess experience in operational risk, assurance, audit or finance within a "Big 4" firm, consulting, financial services or investment banking environment
- Possess a high degree of commercial acumen and judgement
- Be self-directed and able to work autonomously
- Performing stress tests and other risk analyses on securities and derivatives portfolios, analyzing results and communicating results to credit executives
- Continuous analytics and process enhancements to strengthen risk management framework
- Analysing the results of the process and investigating significant and abnormal variances in particular in relation to moves in daily internal stress
- Working with support partners to supervise the implementation of risk models and calculations
Qualifications for capital management analyst
- Comfortable operating in a trading floor environment
- Knowledge of capital regulations preferred
- Strong interpersonal skills, including ability to interact with senior individuals
- Ability to understand system flows, procedures
- A Bachelor/Master degree in finance/economics or in a technical area such as statistics, engineering, computer science or other technical areas
- Familiarity with derivatives and market risk measures
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Capital Management Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of capital management analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for capital management analyst
- Facilitate/perform capital project post audits, including quarterly reporting
- Provide as needed project assistance/participation with Treasury
- Perform daily operations related to market risk including producing risk reports and limit monitoring
- Work closely with expatriate staff to assist in Head Office report product
- Assist in model risk governance framework
- Assist in regulatory risk matters
- Support wider team members in the underwriting process of SFR transactions, which may include cash flow modeling, asset valuation, debt structuring & pricing
- Help to manage and enhance existing relationships with market participants of all types including asset owners, debt providers
- Serves as an expert member of the Plan to Produce team
- Traders/Trading Management in Toronto, and globally
Qualifications for capital management analyst
- 2+ year(s) experience in the financial services industry (bank, insurance company, hedge fund, ) is a plus
- Experience documenting process flows and creating policy and procedure documents
- Experience in trade support, middle office type role preferred
- High level familiarity with Structured Investments and Equity Syndicate offerings preferred
- Bachelor s degree required, concentration in real estate strongly preferred
- Completed or enrolled in a professional accounting designation, MBA, or CFA
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Capital Management Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a capital management analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for capital management analyst
- Finance, Audit and related control functions
- Technology, business management and infrastructure personnel
- Assist Portfolio Managers in the management of global asset allocation portfolios, generating trades, monitoring, and analyzing portfolios and strategies
- Partner with divisional recruiters and campus teams to organize and execute firm-wide, divisional & University Relations strategies, events, in our target campuses
- Work with different global and local stakeholders to design and implement a plan of engagement & branding which includes creating posters, brochures
- Partner with the Enterprise Architect, Development and Shared Services teams
- Implementation Engineers and Product Management to develop performance testing plans that model client usage of an Enterprise SAAS solution for health care providers
- Responsible for planning and creating automated performance tests based on current client usage and predicted future usage, executing tests, and analyzing results to measure scalability, stability and reliability
- Responsible for developing tools for automation and load testing when there is no off-the-shelf tools available for a particular measurement
- Responsible for measuring application and environment performance, documenting issues and working with the development and implementation engineers to identify solutions
Qualifications for capital management analyst
- Bachelors/Graduate degree in a Finance, Accounting, Economics, Math/Statistics or related quantitative/engineering discipline
- Ability to perform data analysis tasks in Microsoft Access and Excel
- 3 years financial and/or risk management experience
- Requires strong verbal and written communication skills and knowledge of general business concepts
- Ability to analyze investments and data, and develop actionable recommendations
- Proven ability to partner with various business disciplines