Hybrid Arrangement:

The role requires a hybrid work arrangement with a current expectation of three days in-office per week (T-Th), subject to change in accordance with organizational needs.

General Department Description:

The Balance Sheet and Capital Management Function manages the U.S. capital position of SMBC Americas Holding and its major subsidiaries. This function provides support to senior management and other business stakeholders in the Corporate Treasury Department Americas Division ("CTDAD"), which reports directly to the U.S. Chief Financial Officer ("U.S. CFO").

The function is responsible for a comprehensive capital management framework that incorporates setting targets, monitoring/managing current capital levels, and performing SMBC AH testing in partnership with risk management department, head-office stakeholders, and key front office personnel. Additionally, the Balance Sheet and Capital Management Team is responsible for ensuring effective and efficient use of SMBC Combined U.S. Operations ("CUSO") balance sheet with a goal of improving return on capital measures for the Americas Division.

Summary:

The Balance Sheet and Capital Management Function seeks a qualitatively and quantitatively oriented individual for the position of Analyst, Balance Sheet and Capital Management. The candidate will support and enhance Treasury's Capital Management Function. Projects will span numerous areas including: (i) developing and enhancing balance sheet and capital forecasting methodologies; (ii) collaborating with internal stakeholders to streamline processes / capabilities within the Capital Management Function; (iii) developing institutional Treasury policies; and (iv) general and ad-hoc workstreams associated with managing the bank's capital position.

This position involves cross-functional interaction and collaboration across teams within Treasury and the broader firm, including but not limited to Liquidity Management, Asset Liability Management, Regulatory Reporting, Financial Controllers, and Finance Change Management. The ability to assimilate knowledge, work efficiently, and communicate effectively across these functions will be key to success.

Key benefits include the unique opportunity to understand initiatives from a firmwide perspective; experience building analytical processes that support decisions in a variety of settings; development of specialized capital knowledge; exposure to senior leadership; and the opportunity to work in a creative and dynamic team.

Responsibilities:

• Develop and enhance financial forecast models and perform detailed analyses to support capital management initiatives;
• Support end-to-end implementation of routine and ad-hoc workstreams within the Capital Management Function (inclusive of group policies and procedures, subsidiary funding, balance sheet management, and technology integration) through minute-taking, artifact documentation and status reporting;
• Develop an understanding of SMBC's regulatory capital requirements / processes and anticipated future capital regulatory rule changes;
• Perform research and ad-hoc analyses to support regulatory capital efforts and the firm's capital management efforts;
• Utilize spreadsheet software and data analytics tools to analyze and interpret large datasets;
• Prepare high quality, well-structured presentations for senior leadership and other stakeholders;
• Collaborate cross-functionally across Risk, Finance, and Treasury teams and maintain foundational knowledge of Treasury disciplines, inclusive of liquidity management, funds transfer pricing, and asset / liability management;
• And support the drafting, review, and update of relevant policies relating to Treasury fields such as the Capital Management Policy and Capital Distribution Framework.

Key Competencies:

• Collaboration Skills: Ability to effectively build relationships with various teams in the organization, including members of own team and colleagues in other areas of the bank;
• Strong Interpersonal and Communication Skills: Strong verbal and written communication skills;
• Learning Agility: Aptitude to assimilate broad-ranging information quickly, execute tasks, and meet targets;
• Analytical Mindset: Demonstrated ability to understand and derive relationships across complex subject matters in order to perform sophisticated, complex analyses;
• Organizational and Time Management Skills: Ability to manage a constantly evolving inflow of projects and plan / prioritize appropriately; and
• Adaptability to Change: Thrives on challenges in a fluid and dynamic working environment.

Qualifications

• 1+ year of working experience in financial industry in Finance, Treasury, or Risk departments;
• Bachelor's degree in finance, accounting, mathematics, computer science or related field, Master's degree preferred;
• MBA/CFA/FRM/CPA or other professional qualification highly preferred;
• Excellent writing skills, previous experience in drafting corporate policies or procedures is highly preferred;
• Outstanding analytical and problem solving skills;
• Proficiency with Word, Excel, PowerPoint, Tableau; and
• Coding experience (Python, R, SQL) preferred.