Balance Sheet Advisory is a centralized advisory function that partners with business, Treasury, and Finance teams to help optimize the firm’s use of capital, liquidity, and balance sheet capacity
Job Summary
Balance Sheet Advisory is a centralized advisory function that partners with business, Treasury, and Finance teams to help optimize the firm’s use of capital, liquidity, and balance sheet capacity.
This position will support Balance Sheet Advisory by independently leading analytical workstreams related to capital efficiency, RWA optimization, and return analysis.
The role delivers financial analysis and reporting to support decision-making across lines of business, evaluates performance against plans and strategic goals, and prepares management insights.
Matching Summary
Balance Sheet Advisory is a centralized advisory function that partners with business, Treasury, and Finance teams to help optimize the firm’s use of capital, liquidity, and balance sheet capacity.
Skills & Requirements
Must-have
capital efficiency analysis
RWA optimization
return analysis
financial analysis and reporting
performance evaluation
Nice-to-have
financial services experience
enterprise accounting software proficiency
VBA experience
Key Requirements
Bachelor's degree in Accounting or Finance
Five years of relevant accounting or finance experience