FP&A Segment Reporting & Analytics - Associate (Public Markets)
Tasks
- Automate reporting processes
- Calculate exposure and stress loss
- Calculate revenue related expenses
- Conduct investment sensitivity analysis
- Develop revenue forecast
- Implement reporting enhancements
- Incorporate foreign exchange activity
- Maintain CCAR stress testing models
- Monitor weekly investment revenue
- Partner with risk and corporate accounting
- Perform ad-hoc analyses
- Prepare AUM net flows and net revenue reporting
- Prepare quarterly external disclosures
- Review revenue and expense forecasts
- Support new product forecast preparation
- Support strategic initiatives
- Validate model inputs
Perks/Benefits
Skills/Tech-stack
AI-enabled | AI-enabled tools | AUM reporting | Assumption development | Budgeting | CCAR | Data Quality | Data Quality Controls | Data Validation | Expense forecasting | Financial Analysis | Financial Forecasting | Flow analysis | Foreign Exchange | IBM TM1 | Market performance analysis | Microsoft Excel | Microsoft PowerBI | Microsoft PowerPoint | Modeling | Net flow analysis | PAndL modeling | Performance Analysis | Process Automation | QST | Quality Controls | Regulatory Reporting | Revenue forecast | Sensitivity Analysis | Stress Testing
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Regions
Countries
States
Cities
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