Senior Analyst
State Street
Seniorfull-time$130k–$205k / yearMassachusetts, New Jersey, Pennsylvania, Texas · 🇺🇸 United States
Posted: 2 hours agoSource: statestreet.wd1.myworkdayjobs.com
Mid-Level Liquidity Strategy Analyst – Liquidity Management
USAA
full-time
Posted on:
Location Type: Office
Location: Arizona, Florida, Maryland, North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $77,120 - $147,390 per year
Job Level
Mid-LevelSenior
About the role
- Develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, specifically banking.
- Provides analysis and support in the execution of complex liquidity and financial initiatives and implementation of business solutions.
- Prepares liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
- Ensures all activities are completed within compliance and regulatory policies and processes.
- Produce complex work deliverables in support of strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries.
- Execute the preparation of liquidity policies and comprehensive contingency funding plans.
- Produce complex work deliverables in support of balance sheet analysis integrating capital, liquidity, cash and investment strategies.
- Contribute work deliverables and make recommendations in support the efficient deployment of liquidity across the enterprise.
- Provide analysis that supports the efficient management of cash positions for the enterprise, insurance, investment and banking lines of business.
- Advise key stakeholders on liquidity management issues according to industry best practices.
- Conduct analysis and provide recommendations to senior analysts and management for submission to governance committees if a risk tolerance is exceeded.
- Contribute to Treasury initiatives in bank and enterprise stress test planning and execution.
- Evaluate stress scenario results and the establishment of contingency plans.
- Analyze stress scenario impacts to the USAA Consolidated/P&C/Bank/Life, Contingency Funding Plans and associated liquidity metrics.
- Primary contributor to meet daily cash and liquidity reporting requirements.
- Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Requirements
- Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 4 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting.
- Proficient knowledge of Microsoft Office products including Excel.
- Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization.
- Strong written and verbal communication skills, including the ability to create and present executive-level presentations.
- Ability to effectively work with both internal and external partners.
- Experience in Liquidity Management within the financial services industry, specifically the banking industry (preferred).
- Chartered Financial Analyst (CFA) Designation (preferred).
- Master’s degree in business, Finance, Mathematics, or other related field (preferred).
- Financial modeling experience (preferred).
- US work authorization: USAA does not provide visa sponsorship for this role.
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
liquidity managementfinancial analysisbalance sheet analysisfinancial modelingcapital managementcontingency funding plansrisk managementstress testingreportingcompliance
Soft skills
influencecross-functional relationshipscommunicationpresentation skillscollaborationrecommendation developmentstakeholder advisinganalytical thinkingproblem-solvingorganizational skills
Certifications
Chartered Financial Analyst (CFA)Bachelor's degreeMaster's degree in businessMaster's degree in FinanceMaster's degree in Mathematics
