AVP - Capital Management, Balance Sheet Strategy

About the role

An AVP-level candidate is sought to join the Management team of a growing First Line Treasury function in New York. The role focuses on balance sheet strategy and optimizing capital structure within a lean team specializing in Capital Stress Testing and Modeling. As the firm implements AI, the candidate will process data quickly and leverage AI for fast, accurate analysis.

Responsibilities

• Partner with finance, treasury, risk, and business stakeholders to support enterprise-wide capital and balance sheet management initiatives.
• Evaluate capital adequacy and resource utilization through analytical frameworks that support strategic decision-making.
• Contribute to the advancement of forecasting and stress testing capabilities, ensuring robust assessment of financial performance under adverse scenarios.
• Support the execution of firmwide planning activities by providing insights on capital, profitability, and regulatory impacts.
• Develop and maintain governance documentation, reporting processes, and management materials for senior leadership review.

Requirements

• Minimum 2+ years of experience in capital management, regulatory capital, stress testing, treasury, strategic finance, or a related banking function.
• Bachelor's degree in Finance, Accounting, Economics, or another quantitative discipline; advanced degree preferred.
• Strong understanding of financial statements, valuation principles, and performance measurement within a banking environment.
• Working knowledge of regulatory capital frameworks, risk-weighted assets, capital forecasting, and supervisory stress testing requirements.
• Demonstrated ability to analyze complex datasets, communicate key findings to diverse audiences, and influence decision-making across multiple stakeholder groups.