Capital Stress Testing Financial Analysis Lead

Jefferies Financial Group; Honolulu (HI); On-site; USD 150,000 - 190,000; Full time

Job summary

Jefferies Financial Group's Commercial & Investment Bank Treasury Stress Testing group seeks a senior professional to synthesize stress projections for senior management and drive improvements. You will own explanations of P&L, NII, FTP, and RWA in CCAR exercises and collaborate with global teams to deliver timely, well-controlled analyses.

This on-site role requires 7+ years in financial services, strong communication, and proficiency in Excel/PowerPoint; Python/SQL/Alteryx are a plus.

Qualifications

• 7+ years supporting a large financial services organization.
• Familiarity with Capital Stress Testing.
• Ability to work autonomously in an unstructured environment.
• Strong organizational and problem-solving skills.
• Proficient in Microsoft Excel and PowerPoint.
• Strong teamwork and communication skills.

Responsibilities

• Synthesize results from stress projections into holistic presentations for senior management.
• Understand the interactions between different financial concepts on CIB’s stress projections – particularly in the Markets businesses.
• Focus on process improvement – be part continuous improvement team which is moving towards automated, repeatable solutions.
• Take ownership of understanding, projecting and presenting on CIB Treasury’s P&L and Corporate Treasury allocations.
• Operate under tight timelines to comply with internal and regulatory-prescribed deadlines.
• Manage interactions with partner teams which have competing or dual priorities.
• Concise convey topics to audiences with varying backgrounds on FTP / BS / NII.
• Work closely with a global team operating on multiple continents.
• Grow into a technical job area to become a subject matter expert.
• Support model / qualitative model enhancement and development.

Skills

Financial modeling

Problem solving

Teamwork & communication

Multi-tasking

Excel

Tools

Python

SQL

Alteryx

Job description

The Commercial & Investment Bank (CIB) Treasury Stress Testing group is responsible for the Balance Sheet, Net Interest Income (NII), Fund Transfer Pricing (FTP), and Risk Weighted Asset (RWA) projections in CIB’s Quarterly Risk Appetite and Comprehensive Capital Analysis and Review (CCAR) exercises. Team members in this space are relentlessly curious and focus on creating well-controlled analytical environments. Team members have high exposure to senior management and are subject matter experts on the Balance Sheet, NII and FTP projections for one of the world’s pre-eminent financial institutions.

CIB Treasury Stress Testing is searching for a candidate to support its mission in providing best in class financial projections which support the Firm’s strategic decision making.

Job Responsibilities

• Synthesize results from stress projections into holistic presentations for senior management
• Understand the interactions between different financial concepts on CIB’s stress projections – particularly in the Markets businesses
• Focus on process improvement – be part continuous improvement team which is moving towards automated, repeatable solutions
• Take ownership of understanding, projecting and presenting on CIB Treasury’s P&L and Corporate Treasury allocations
• Operate under tight timelines to comply with internal and regulatory-prescribed deadlines
• Manage interactions with partner teams which have competing or dual priorities
• Concise convey topics to audiences with varying backgrounds on FTP / BS / NII
• Work closely with a global team operating on multiple continents
• Grow into a technical job area to become a subject matter expert
• Support model / qualitative model enhancement and development

Required Qualifications, Skills, and Capabilities

• 7+ years supporting a large financial services organization
• Familiarity and experience with Capital Stress Testing
• Comfortable working autonomously in an unstructured environment
• Excellent organizational and problem-solv ing skills
• Proficient in Microsoft applications, specifically Excel and PowerPoint
• Ability to quickly understand complex subject matter
• Ability to execute tasks under aggressive targets and effectively manage to changes in plan
• Ability to multi-task and navigate different projects and prioritize issues
• Knowledge or experience or familiarity to risk management
• Good organizational skills & planning ability
• Strong teamwork and communication skills
• Strong interpersonal and influencing skills to be able to work closely across different stakeholders
• Results orientated without compromising control
• Ability to work under pressure and to strict deadlines
• Ability to simultaneously and efficiently handle multiple tasks
• Thrives on challenges in a fluid working environment
• Actively listens and assimilates broad ranging information

Preferred Qualifications, Skills, and Capabilities

• Experience in with Markets products
• Previous experience analyzing FTP/NII
• Experience in Python, SQL & Alteryx preferred
• Knowledge of Commercial Investment Bank (CIB) products and Basel rules

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.