Capital Analysis, Planning & Reporting Associate (Fintech)

TL;DR

Capital Analysis, Planning & Reporting Associate (Finance): Managing regulatory capital calculations, planning, and attribution for a global financial institution with an accent on regulatory compliance and systemic risk reporting. Focus on enhancing reporting infrastructure and providing subject matter expertise to business units to facilitate capital allocation.

Location: Must be based in New York, NY, United States

Salary: $85,000 - $140,000

Company

A leading global investment banking, securities and investment management firm.

What you will do

• Calculate and report regulatory capital, leverage, and systemic risk.
• Improve reporting workflows and infrastructure to meet regulatory requirements.
• Act as the primary regulatory capital liaison for business units.
• Provide capital attribution to support revenue divisions and client requests.
• Develop short and long-term capital projections.
• Collaborate with Corporate Treasury, Risk, Legal, and Technology teams.

Requirements

• 3+ years of relevant professional experience.
• Undergraduate degree in accounting, economics, or finance preferred.
• Must be based in New York, NY, United States.
• Strong quantitative, analytical, and organizational skills.
• Advanced proficiency in Excel and PowerPoint.
• Ability to work in a fast-paced, high-pressure environment.

Nice to have

• CPA or CFA certification.
• Experience with Basel III (Standardized, Advanced, SLR, GSIB).

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Commitment to diversity and inclusion.
• Access to training and professional development opportunities.
• Firmwide networks and mindfulness programs.