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CIB F&BM - Investor Services Planning & Analysis - VP - New York

Job Description

Investor Services Description
Investor Services Planning and Analysis team supports the Investor Services CFO, Controller and Business Managers by providing relevant and timely analysis of the financial performance of the Prime Services business line within Investor Services.
Job Description
This role provides an opportunity for a motivated individual to be involved in strategic analysis of the Prime Services business.  The successful candidate will work on a small team and gain an understanding of the Prime Services business, provide analysis on various areas and become a valued partner to multiple teams.  The position has significant visibility to business managers and senior management as well as the opportunity to learn in a fast-paced environment.
The successful candidate will have strong accounting, project management, communication, and teamwork skills which will be critical to developing a partnership across Prime Services.
Key Roles and Responsibilities:
  • Develop knowledge of the Prime Services businesses and apply knowledge to creating business reviews and ad hoc reports
  • Develop a thoughtful annual plan for the business which incorporates strategic initiatives
  • Work on a variety of initiatives supporting the Prime Services agenda
  • Independently partner with business managers to develop LOB aligned presentations and business reviews
  • Forecast financial results
  • Results-oriented with capacity and desire to work both at a strategic and detailed analysis level
  • Able to synthesize and articulate results to a diverse audience (i.e. product control, business managers, business heads, CFO, technology)
  • Strong partnership skills and ability to interact across different support and front office groups
  • Ability to work in pressure-oriented environment and able to handle multiple tasks
  • Strong Excel and Powerpoint skills
Skills to be developed:  
  • Understanding of Prime Services products and services
  • Strong partnerships / relationships across business management teams
  • Presentation/Communication – ability to present work and analysis to senior management and create high impact presentations
Req #: 160038947
Location: New York, NY US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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