Capital Planning and Management - Vice President Job at Citi (Mumbai)

Treasury Capital and Leverage Management - Vice President

Join Barclays as a Treasury Capital and Leverage Management - Vice President, wh...

Location

United States , New York

Salary:

150000.00 - 210000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Prior experience in Capital Management, with a thorough understanding of regulatory rules and requirements governing capital and leverage
Experience with CCAR, stress testing, and advanced financial modeling, including scenario analysis and regulatory submissions
Analytical and presentation skills, capable of translating complex data into actionable insights and delivering clear, impactful reports to senior stakeholders
Understanding of risk and controls frameworks and demonstrated experience of supporting processes in a dynamic and controlled manner
Effective stakeholder management skills, with the ability to influence, collaborate, and communicate effectively across senior leadership and cross-functional teams

Job Responsibility

Development and implementation of strategies to manage the bank's capital position, including setting of capital targets, development of capital plans, and monitoring of capital adequacy
Optimisation of the bank's capital structure to support the bank's growth and profitability objectives, including management of the bank's exposure to regulatory capital requirements
Allocation of capital to business units and projects based on risk-adjusted returns and other financial metrics
Preparation and provision of regular reports on the bank's capital position, capital allocation decisions, and stress testing results to senior colleagues, risk committees, and regulatory authorities, and effective communication of capital management strategies and risk considerations to relevant stakeholders

Fulltime

Assistant Vice President capital management

They are seeking an exceptional actuarial leader to join the Capital Management ...

Location

United Kingdom , London

Salary:

Not provided

The Emerald Group Ltd, Search and Selection

Expiration Date

Until further notice

Requirements

Fellow of Institute & Faculty of Actuaries, Society of Actuaries, or similar experience
Capital management experience, preferably experience of both economic and regulatory frameworks (e.g. Solvency II)
BMA regulatory capital experience
Experience in presenting to senior leadership and governance forums

Job Responsibility

Identify, develop, implement, monitor and iterate Division-wide capital management initiatives
Translate complex model outputs and analysis into clear, actionable strategic recommendations
Own the development, consolidation, and delivery of the multi-year capital plan for the Division
Lead the production of solvency forecasts, including the identification and monitoring of emerging risks
Produce and communicate high-quality capital MI for senior leadership, Boards and regulatory submissions. This will cover solvency, ALM, currency exposure, insurance risks, diversification, new business impacts, and drivers of movements

Regional Vice President Beacon Capital Management - Southern California Region

Location

United States

Salary:

Not provided

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Communications, Marketing, Business or related field Preferred
5-10 years' financial services sales experience, preferably previous wholesaling experience Required
Excellent presentation skills and public speaking skills
Strong people and relationship building skills
Proven interpersonal skills to allow for collaborative work effort
Demonstrated success in developing and executing sales plans
Ability to interact with all levels of internal and external resources, vendors as well as other departments
Strong problem solving abilities
Ability to effectively interface with senior management using high level of professionalism
Strong organizational skills with ability to manage territory

Job Responsibility

Develop and implement Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services
Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services
In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM
Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals
Develop and maintain relationships with Registered Investment Advisors to grow sales
Deliver presentations within established sales territory including continuing education programs, product training and value add training
Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory
Provide education, sales leadership and relationship management for top advisors within established sales territory
Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements
Act as a resource for sales training and BCM training to internal and external stakeholders

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Regional Vice President - Beacon Capital Management

Responsible for developing and implementing Sales and Marketing strategies withi...

Location

United States , Multiple Locations

Salary:

80000.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Communications, Marketing, Business or related field Preferred
5-10 years' financial services sales experience, preferably previous wholesaling experience Required
Excellent presentation skills and public speaking skills
Strong people and relationship building skills
Proven interpersonal skills to allow for collaborative work effort
Demonstrated success in developing and executing sales plans
Ability to interact with all levels of internal and external resources, vendors as well as other departments
Strong problem solving abilities
Ability to effectively interface with senior management using high level of professionalism
Strong organizational skills with ability to manage territory

Job Responsibility

Develop and implement Sales and Marketing strategies within the established sales territory
Identify and develop relationships with targeted Registered Investment Advisors
Develop sales goals, business and marketing plans
Partner with an Internal Wholesaler to jointly execute a focused plan
Develop and maintain relationships with Registered Investment Advisors
Deliver presentations within established sales territory including continuing education programs, product training and value add training
Manage territory effectively by building relations and coverage based on the greatest sales opportunity
Provide education, sales leadership and relationship management for top advisors
Manage all administrative aspects of the established sales territory
Act as a resource for sales training and BCM training to internal and external stakeholders

What we offer

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance

Fulltime

Capital Management Senior Analyst - Assistant Vice President

Capital Planning and Management is a division that (i) owns the enterprise-wide ...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years relevant experience
Foundational knowledge of banking products / systems
Foundational knowledge of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles
Excellent communication skills required in order to influence a wide range of audiences
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information
Strong technical problem-solving skills and an ability to identify conflicts, discrepancies and other issues and bring together the right team to solution them
Strategic mindset, ability to plan ahead to future possibilities and translate them into breakthrough strategies
Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team
At a minimum, a Bachelor’s degree from a recognized higher education institution
Prefer at least a Bachelors’ degree in Finance, Accounting, Business or related field

Job Responsibility

This role will primarily focus on Citi's Recovery Planning capabilities for the Capital workstream, and partner with key members of the Capital Planning / Recovery and Resolution Planning organization and across Treasury to lead various initiatives related to Citi’s RRP process, including but not limited to: Maintaining Citi’s Recovery capital requirements and methodology
Reporting and analysis of capital metrics and results in a Recovery scenario, in a manner consistent with Resolution capital metrics (RCAP and RCEN)
Informing management decisions on capital needs across Citi’s operating material legal entities, including designing and implementing strategies to optimize capital positioning in a Recovery scenario
Partnering with MLE management, Regional Treasurers and local finance teams globally to analyze local recovery scenario related capital requirements including analysis of local capital needs, governance in support of Citi’s Recovery Plan and engagement with local regulators and other key stakeholders
Drive and analyze capital-related elements of firm-wide RRP regulatory submissions, including Resolution and Recovery plans for Citigroup and CBNA
Analyze capital metrics in a Recovery scenario to inform management decisions regarding the pre-positioning of capital
Develop and manage processes for periodically refreshing capital metric inputs
Lead initiatives to enhance methodology, process and governance over regulatory capital metrics, including system enhancements and updates
Enhance Recovery forecasting processes based on business outlook and planned actions
Develop an in-depth understanding of Recovery actions that impacts capital

Fulltime

Capital Management Senior Analyst - Assistant Vice President

Capital Planning and Management is a division that (i) owns the enterprise-wide ...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years relevant experience
Foundational knowledge of banking products / systems
Foundational knowledge of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles
Excellent communication skills required in order to influence a wide range of audiences
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information
Strong technical problem-solving skills and an ability to identify conflicts, discrepancies and other issues and bring together the right team to solution them
Strategic mindset, ability to plan ahead to future possibilities and translate them into breakthrough strategies
Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team
At a minimum, a Bachelor’s degree from a recognized higher education institution
Prefer at least a Bachelors’ degree in Finance, Accounting, Business or related field

Job Responsibility

Supports analysis in the formulation and setting of strategic direction for capital planning and management processes, organization and architecture from the perspective of capital planning covering Finance across Citi businesses, products, functions and locations
Supports the team and assists manager with the execution of forecasting and stress testing production process including tracking progress against deliverables and solving concerns before they become material issues
Preforms analytics including in-depth financial analysis, key risk drivers and sensitivity analysis, and determination of implications for capital, balance sheet composition, and liquidity profile
Performs day-to-day activities of the assessment of relevant processes and ensure appropriate existence and effectiveness of controls
Assists in remediating outstanding Regulatory, Risk Management, and Audit Issues
Participates in the identification of areas for improvement across the process and maintain continuous improvement mind-set
Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area
Performs other duties and functions as assigned

Fulltime

Financial Planning And Analysis Sr. Analyst, Assistant Vice President

Whether you're at the start of your career or looking to discover your next adve...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Exceptional communication skills, including well-developed verbal, written and presentation skills
Strong background in accounting, financial analysis or internal audit, with demonstrated understanding of substantive reviews and internal controls
Understanding of capital markets, retail banking and/or institutional banking is a must
Minimum 6 years of proven experience in driving results with a strong understanding of the financial services industry
Strong business instincts and ability to apply independent judgment to historical business practices, with a proven ability and willingness to challenge the status quo
A self-starter with ability to independently manage work and drive multiple deliverables concurrently
Must be a change agent, ensuring others understand current direction
An post-graduate degree is required, including BE / CA
An MBA and/or CFA is preferred
Previous experience(s) in Finance function is preferred

Job Responsibility

Manage the monthly Executive Scorecard reporting process within defined timelines inclusive of population reconciliations for publication, ensuring data validation and processing of change requests in alignment with the Executive Scorecard team guidelines
Actively participate in strategic discussions with internal teams and stakeholders regarding scorecard creation, metric attribution
Enhance the existing controls framework by identifying gaps, perform root cause analysis and driving technology and process solutions towards remediation
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Delivering thought leadership and supporting the implementation of changes necessary to enhance Citi's Executive Scorecard production processes and satisfy evolving senior management and board of directors' requests
Developing a strong working relationship with stakeholders across the organization in support of their individual responsibilities and in support of creating a holistic framework in which the firm executes its strategic priorities
Team member of several professionals interacting with members across multiple locations on a daily basis

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Access to an array of learning and development resources
Generous paid time off packages
Resources and tools to volunteer in the communities

Fulltime

Capital & Risk Weighted Assets Project Delivery, Program Execution and Transformation, Vice President

The role will be part of a Markets Transformation Team responsible for ensuring ...

Location

Canada , Toronto

Salary:

111600.00 - 161600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

Entrepreneurial mindset with ability to work unsupported to develop ideas and formalize delivery plans
Experience working with large datasets / relational databases and using sql to analyze and manipulate data
Demonstrable hands-on experience of designing effective target operating models and IT architectures to solve complex business problems
Excellent oral and written communications skills with ability to engage, inform and persuade senior stakeholders through discussion, presentations and use of data
Self-starting with the ability to multitask, prioritize and proactively seek out teams and individuals across the organization to help unblock issues
Organized, detail oriented, and able to track multiple workstreams / projects at once
Capital
5+ years relevant experience
Strong project and program management skills
Experience working on cross-asset or Front Office analytics builds or experience working directly with the Business / Quant teams in single asset class deliveries

Job Responsibility

Use independent critical thinking and data analysis to decompose complex problems into simple deliverables
Lead working groups with Business, Quant, Finance and Technology stakeholders to identify critical data elements and design a target operating model / architecture
Translate requirements and target architectures into delivery milestones and agree deliverables and project plans with stakeholders
Maintain a hands-on approach to project delivery, working on a daily basis with technical teams to ensure requirements are understood, correctly implemented and delivered to plan
Manage internal and external dependencies across initiatives, including working closely with Business, Quant, Finance and Technology teams
Identify challenges and proactively seek to resolve or escalate risks and issues in a timely and well-articulated manner to the projects by engaging relevant stakeholders
Produce accurate and insightful project update materials and artifacts, tailoring to various forums and committees
Build strong relationships, adopting a joined up approach, to support the execution of programs

Fulltime

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Capital Planning and Management - Vice President

Job Description

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