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Financial Resource Management – ICG Strategic Projects - Associate

Locations: Getzville, New York Job Function: Institutional Trading Employee Status: Regular Job ID: 19138815

Financial Resources Management

The management of capital and liquidity is a key area of focus for senior management, recognized as being among the most significant challenges currently faced by the banking sector. As a firm, our ability to effectively lead our businesses in these areas will be a significant determinant of our future competitiveness.

Financial Resources Management (FRM) provides in-business leadership on capital and liquidity management and efficiency across the Institutional Clients Group. The mandate of the team was recently expanded to include the identification and management of tax efficiency initiatives. The team exists to solve complex problems, concentrating on regulatory, capital and tax efficiency opportunities to support the business strategy of the Institutional Clients Group (ICG) franchise. In partnership with Risk, Finance, Front Office, Compliance, and Technology groups, FRM provides guidance, structure, and analysis for efficiency efforts and project portfolios

The Strategic Projects team collaborates across both FRM and the ICG franchises to track, manage, and coordinate programs from initiation to delivery. Strategic Projects exist to facilitate collaboration between various teams, to manage risks and issues during the project lifecycle, and identify high-impact issues that require solutions. In this role you will be part of a fast-paced, team-oriented meritocracy where everyone has a voice and your ideas could have a powerful, immediate impact.  Key benefits include development of specialized capital knowledge, experience developing and executing complex analytical processes, exposure to senior leadership and multiple products across our ICG franchises, and working in a rewarding, creative, and dynamic environment.

ICG Strategic Projects

Driving completion of deliverables that are complex, highly time-sensitive and often closely inter-linked is of critical importance when developing efficiency around financial resources. Regulatory deadlines, complex calculations, and a broad spectrum of stakeholders require rigorous project management and the ability to synthesize large data sets into meaningful conclusions. In this role, you will be a part the Strategic Projects team, acting as a catalyst of project progress by communicating with stakeholders, developing analytics, and critically challenging strategy & tactics. You will be involved in the many diverse activities FRM engages in, to support the overall project portfolio and achieve the ICG strategy, with a heavy focus on tax-efficiency related projects in the near term.

Specifically, the candidate will work closely with FRM Structuring, Controllers, and the Corporate Tax Group to identify and implement new tax efficiency initiatives, and to assist in the on-going administration of existing initiatives. This includes responsibility for select administrative aspects of existing contractual arrangements such as preparing board materials, annual deal reviews, maintaining deal files, and satisfying internal audit requirements. 

Key Competencies:

Creative Problem Solving

  • Ability to understand complex ideas and problems in a fast-paced environment
  • Strong ability to identify, communicate, and advocate for solutions at both high and granular levels
  • Superior attention to detail, accuracy, and scope
  • Innovation mind set and intellectual curiosity
  • Ability to design data-driven technology solutions to create actionable information to answer business questions

Acumen & Communication

  • Strong ability to manage, prioritize, and communicate within a team
  • High degree of self-advocacy, motivation, and development
  • Highest level of professionalism and business acumen

Partnership & Collaborative Success

  • Appetite to partner with other stakeholders in the firm to drive objectives to delivery
  • Strong interpersonal skills to identify and resolve conflict to mitigate roadblocks
  • Ability to defend the team’s interest and priorities, while putting the firm first

Technical Skills

  • Proficient in excel High ability to develop an analysis, interpretation, and presentation
  • Able to learn new systems quick and maximize potential of available tools
  • Proficiency in tableau, SQL and other data mining applications is a plus


·Bachelor’s degree and significant qualifications in Finance, Accounting, Economics,

Computer Science, Math, Financial Engineering, Physics or related field

·3+ years Relevant experience in the Financial Services industry or data analytics

·Proven analytical skills for developing data analysis and quantitative strategies

·A demonstrated history of delivering on initiatives

·Ability to coordinate processes and work as part of multiple teams across a firm

·An ability to manage personal workload and agenda independently but in alignment with the priorities of the business unit

·Ability to work under pressure in a highly professional Front Office environment

·Familiarity with large scale data and querying ability is preferred

·A foundational understanding of Basel III legislature

Additionally, the candidate should have an appetite to develop a detailed understanding of the following areas:

·Regulations concerning taxation, capital, liquidity and balance sheet, and related technology infrastructure

·ICG products and services


Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US


Time Type :


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