GCM - Broker Dealer Senior Financial Analyst

About the role

We are seeking a Senior Financial Analyst to join the Global Capital Markets (GCM) Finance team supporting the Institutional Broker Dealer. This role is a key partner in legal entity forecasting, balance sheet management, and capital oversight, with a primary focus on net capital adequacy, liquidity, funding needs, and sustainable business growth.

Responsibilities

• Lead legal entity level forecasting for the Institutional Broker Dealer across the income statement, balance sheet, cash flows, and key regulatory capital metrics
• Build and maintain driver based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact
• Identify and explain key drivers of net capital, balance sheet consumption, and growth capacity
• Provide forward looking insights on performance trends, risks, and capital constraints to senior stakeholders
• Partner with Treasury and Risk to assess funding, liquidity, and capital implications of forecasted activity
• Enhance forecast reporting and dashboards to improve transparency and decision making
• Drive automation and scalable processes to reduce manual forecasting and reporting
• Support strategic initiatives, ad hoc analyses, and business growth opportunities

Requirements

• Bachelor's degree, or equivalent work experience
• Six or more years of related experience

Qualifications

• Strong understanding of P&L management and balance sheet dynamics within a broker dealer
• Experience supporting or partnering with capital markets businesses (trading, repo, underwriting)
• Advanced Excel and PowerPoint skills; experience with financial systems (Hyperion, Workday, Power BI, Tableau, SQL)
• Strong analytical skills, intellectual curiosity, and comfort challenging assumptions
• Clear, concise communication skills for executive and non-finance audiences

Skills

• Strong understanding of P&L management and balance sheet dynamics within a broker dealer
• Experience supporting or partnering with capital markets businesses (trading, repo, underwriting)
• Advanced Excel and PowerPoint skills; experience with financial systems (Hyperion, Workday, Power BI, Tableau, SQL)
• Strong analytical skills, intellectual curiosity, and comfort challenging assumptions
• Clear, concise communication skills for executive and non-finance audiences

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law