You are a strategic thinker passionate about driving solutions in Treasury .You have found the right team.
As a Treasury Associate within the treasury team, you will develop a solid understanding of Asset and Wealth Management Credit business and be able to articulate trends and business promoters for management decision support. Responsibilities include daily/weekly/monthly deliverables coordination and automation of the processes. The person will work closely with the treasurer, mortgage/lending leads and also with the corporate treasury to manage the day to day responsibilities.
Job Responsibilities
- Manage daily/weekly management reports which includes key business metrics for Asset and Wealth Management credit business that majorly focusses on the Mortgage and wholesale lending
- Perform ad-hoc analysis for management meetings and strategic reviews (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
- Directly work with AWM Mortgage profitability and Lending profitability leads and perform in-depth analysis and support on recurring reports and process e.g: return on equity on mortgages/lending book, profitability, production, pricing for Mortgage book
- Enhance controls for existing process utilized for mortgage and lending business and automation where possible.
- Collaborate with automation/technology team and play a role of business analyst and perform UAT testing and implement reporting changes.
- Contribute ideas in analyzing business, improving reporting capabilities and delivering new projects with focus to achieve the objectives of the treasury team.
Required qualifications, capabilities and skills
- Minimum of CA or an MBA in Finance is required
- 3+ years of Finance experience in Financial Services and avid user of technology to bring in efficiencies.
- Advanced skills in Excel and MS Access a must with strong working knowledge of at least one new age tools i.e Alteryx/Python/Tableau.
- Strong quantitative, analytical, and problem solving skills & positive attitude to demonstrate intellectual curiosity
- Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
- Highly motivated, able to thrive, comfortable with frequently changing priorities and think clearly under pressure and tight deadlines.
- Team oriented, inquisitive and able to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities and skills
- MBA/CFA with BE/B.Tech preferred
- Experience in coding/hands on development in technology is must
- New Age technologies ( Alteryx/Python/tableau) working experience preferred
