Asset & Wealth Management, Private, Divisional CFO, Analyst

About This Role

This Analyst role in Asset & Wealth Management's Private Divisional CFO team supports the finance group by managing the valuation process and budgeting for various asset management businesses.

Responsibilities

• Determine and support appropriate fair market values across multiple investing disciplines and geographies
• Prepare and maintain multi-year departmental revenue, balance sheet and other risk metric forecasts, involving multiple investment strategies
• Maintain working knowledge of significant investments and forecasting assumptions
• Participate in process improvement initiatives to increase efficiency and effectiveness of the valuation and budgeting process
• Respond to ad hoc requests and prepare analyses

Requirements

• Bachelor's Degree in Accounting, Finance or other business discipline
• At least 1 year of experience in a similar role
• Strong understanding of capital and debt markets
• Strong analytical skills and detail orientation
• Strong interpersonal and communication skills
• Strong coordination and organizational skills
• Ability to multi-task, meet tight deadlines and handle stressful situations
• Ability to work independently in a small team
• Ability to organize and analyze large volumes of information
• Strong Excel and PowerPoint skills

Qualifications

• Bachelor's Degree in Accounting, Finance or other business discipline
• At least 1 year of experience in a similar role

Skills

* Required skills