IT WILL FOCUS ON THE BANKS STRESS TEST AND PEOPLE SHOULD KNOW QRM OR HYPERION.

The Senior Capital Planning & Stress Testing Analyst supports the organization’s capital and stress testing program execution. This role exists to enhance the institution’s ability to anticipate vulnerabilities, inform strategic decisions, and meet regulatory expectations through robust stress testing frameworks. The analyst’s work directly contributes to the credibility and effectiveness of enterprise-wide stress testing and capital adequacy assessments by leading working sessions with staff across the bank, tracking progress, developing presentation materials, drafting capital plan narratives and related documents, ensuring quality assurance, and performing other tasks necessary to support an enterprise-wide stress test execution.

ADDITIONAL ACCOUNTABILITIES

· Performs special projects, and additional duties and responsibilities as required.
· Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

REQUIRED QUALIFICATIONS:

· Education level required: Undergraduate Degree (4 years or equivalent)
· Minimum experience required: 4+ Years in banking, finance, risk management, or a related field. Exposure to financial analysis, regulatory reporting, or similar projects.
· Technical Skills: Proficiency with Microsoft Office and collaboration tools (e.g., Excel, Word, PowerPoint; and project tools like Planner or MS Project).

PREFERRED QUALIFICATIONS:

· Education level preferred: Master’s Degree (or Postgraduate equivalent) in Finance, Economics, Mathematics, Business, or a related field.
· Experience working on stress testing, capital planning, or regulatory finance projects in a banking environment is a strong plus (e.g., involvement in DFAST/CCAR processes through internships or previous roles).
· Technical/Certification: Familiarity with data analysis tools or statistical software, and/or relevant professional certifications (such as FRM or CFA).

· (40% of time) – Prepare for stress testing execution by updating capital stress testing policies and procedures, and by facilitating status meetings or other cross-functional working groups across the company.
· (30% of time) – Support program management of the stress testing process and execute deliverables from the central finance team (e.g., writing sections of reports and narratives, performing quality control on data and documents, coordinating handoffs between contributors, and facilitating working sessions across the bank).
· (20% of time) – Support other capital-related initiatives, such as recovery and resolution planning and ongoing capital committee meetings, by providing analysis, documentation, and coordination as needed.
· (10% of time) – Assist with additional finance or corporate initiatives as needed, providing analytical and project support beyond stress testing (e.g., special projects in Finance that require coordination or data analysis).
· Uses independent judgment and discretion to make decisions that are aligned with the direction and vision from management.
· Analyzes and resolves problems pertaining to day-to-day execution of the program.