Institutional Securities Group (ISG) FP&A Associate - CCAR & Stress Testing

About the role

We are seeking someone to join the Institutional Securities Group (ISG) Financial Planning & Analysis (FP&A) team. This role will support the annual Comprehensive Capital Analysis and Review (CCAR) submission and quarterly stress testing processes, while also contributing to analysis and forecasting activities for the business unit and the ISG CFO.

Responsibilities

• Aid in ISG Balance Sheet and Net Revenue submissions for the annual CCAR and quarterly stress testing processes.
• Coordinate and prepare submission templates in partnership with Global ISG Controllers and business COOs.
• Support the preparation, review, and reconciliation of ISG forecast submissions for FR Y-14A.
• Maintain CCAR consolidation models, supporting analyses, and presentation materials.
• Document and retain supporting evidence for CCAR and quarterly stress testing compliance and control requirements.
• Respond to inquiries from RRQA, Internal Audit, and external auditors related to data validation and submissions.
• Contribute to ongoing CCAR automation initiatives by providing business input and process support.
• Help develop value-added analytics to support management decision-making.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Strong analytical and technical skills.
• Self-motivated with a strong commitment to quality and accuracy.
• Ability to adapt to new challenges in a dynamic environment with shifting priorities.
• Comfortable working in a fast-paced environment.
• Strong interpersonal and communication skills, both written and verbal.
• Strong attention to detail and solid organizational skills.
• Proficient in Microsoft Office, including Excel, PowerPoint, and Word.

Preferred

• Relevant internship experience, coursework, or prior exposure to FP&A, stress testing, or CCAR at a financial institution is a plus.