Corporate Treasury, Project Management, Salt Lake City, Analyst

About the Role

Corporate Treasury plays a central role in the firm’s overall strategy with responsibility for providing appropriate funding to support all firmwide activity while maximizing net interest income. The division raises funding and capital via public and private markets, allocates financial resources to facilitate client activity and strategic initiatives, and dynamically manages the firm’s asset-liability risk and liquidity portfolio. Corporate Treasury actively engages with public and private capital markets, ratings agencies, regulatory agencies, and internally with the firm’s business lines.

Who We Look For

Professionals in Corporate Treasury have an analytical mindset, exhibit intellectual curiosity, and are from diverse academic backgrounds. We’re looking for candidates who will thrive in a dynamic environment where attention-to-detail, multitasking, and time management skills are essential. The division is ideal for collaborative individuals with strong quantitative skills, intellectual curiosity, and a commercial yet risk-conscious mindset. Working in the Corporate Treasury division, you will have exposure to all aspects of the firm, including new business activities and critical strategic programs. Strong communication and interpersonal skills are necessary to work successfully with internal and external stakeholders including leadership of the firm’s business lines, its creditors, regulators, and external counterparties.

Responsibilities

• Execute strategic initiatives across corporate treasury involving cross-functional teams through all stages of a project lifecycle:
  • Project initiation and scoping, including definition of plans, setting and managing realistic expectations for successful delivery with project stakeholders
  • Business analysis and requirements definition
  • Testing and implementation, in particular user acceptance testing
  • Ongoing project management and quality assurance throughout the project
• Help ensure that projects are delivered on-time, within scope, and within budget
• Assist in the definition of project scope and objectives, involving all relevant stakeholders and ensuring technical feasibility
• Develop detailed project plans to monitor and track progress; leveraging tools such as Smartsheet, Confluence, and JIRA
• Track, report, and escalate issues to management as needed
• Establish and maintain relationships with cross-divisional stakeholders
• Help subject matter experts develop business requirements documents or user stories and translate requirements into project deliverables and measures of success, using both waterfall and agile methodology
• Detect, manage, and escalate project issues and risks, execute mitigation plans, and take corrective measures as necessary while providing timely updates to management
• Assist in preparing project-related materials for peer and senior audiences; communicate effectively using the right format and level of detail appropriate for the given audience
• Help in ensuring alignment of Corporate Treasury strategic priorities to program pipeline; manage the delivery of multi-year programs as part of the overall strategic vision by planning, organizing, monitoring, and controlling initiatives using appropriate tools and techniques

Requirements

• Bachelor’s degree in Business, Economics, Finance, Management, or a relevant field and three (0-3) years of experience in the job offered or a related role
• Good to have experience with Project Management, including:
  • Identifying and managing stakeholders
  • Articulating problem statements
  • Working with subject matter experts to agree on requirements/targeted solution
  • Breaking action plans into milestones that can be tracked to meet desired solutions on time
  • Leading project execution, integration, implementation, and testing
  • Ensuring project governance through reporting and regular communication
• Good to have experience working on projects within the finance industry
• Must have 0-2 years of experience communicating effectively to multiple stakeholders within the project management lifecycle, including experience presenting to diverse stakeholder groups
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)