5 days old

Liquidity Business Mgmt Analyst III

Silicon Valley Bank
Tempe, AZ 85281
  • Job Code
    6742

Essential Functions

  • Assist in launching a monthly business review cadence between functional groups in Liquidity Management and the Head of Liquidity Management. Develop, execute, and continuously improve team dashboards to include
    • Objectives and Key Results (OKRs) developed in consultation with functional teams
    • Shadow expense budgets developed in partnership with Financial Planning & Analysis (FP&A)
    • Overall business metrics, product results, market dynamics, peer group analysis, etc.

  • Inventory and consolidate existing business & product reports that are currently being produced within Liquidity Management, streamline execution, solicit feedback from stakeholders with an eye towards continuous improvement (or sunset for extraneous reports). Maintain regular dialogue with functional areas and develop ad-hoc, value-add analysis and reporting

  • Participate in drafting of Internal/external communications, planning of liquidity management-wide events, and coordination of status updates for senior management (e.g. quarterly strategy report, COVID-19 business updates, etc.) building of internal training program, drafting of procedures and policies

  • Participate in other cross-functional/organizational business management led projects, including (but not limited to), project planning, expectation setting, meeting coordination, e-mail updates to business partners.

  • Manage Direct Drive (i.e. annual sales incentive) measurement and methodology for both Liquidity Advisory and SVB Asset Management teams

  • Prepare PowerPoint presentations at the direction of the business management team lead

Decisions

  • Works in conjunction with Managing Director, Liquidity Business Management to assess informational needs of the broader liquidity management team, execute monthly business review dashboards, determine strategic plans, project plans and tactical initiatives

Recommendations

  • Inclusion of new data elements or different views of existing data elements to improve narratives of business performance
  • Best practices to service liquidity management team, the broader product team, and functional partners

Knowledge

  • Candidate should have understanding and/or experience in one of the following three subject-matter-areas
  • Financial planning and analysis (Mgmt. reporting), financial reporting for a publicly traded company (GAAP reporting), and/or accounting principles (debits/credits/balance sheet)
  • Short term money market instruments (Treasuries, Commercial Paper, Money Funds, Fed Funds, etc...), interest rates, and yield curves.
  • Liquidity Products covering both on-balance sheet deposit options (MMA, CD, DDA, Eurodollar) and Off-balance sheet liquidity options (Money Fund Sweeps, Repos, Separately-managed accounts).

Skills

  • Strong interpersonal and communications/presentation skills
  • Strong Microsoft Office tools

Competencies

  • Familiarity with Commercial Banking
  • Attention to Detail / Exactness
  • Problem Solving/Analysis
  • Time Management
  • Personal Effectiveness/Credibility
  • Written Presentation Skills

Required Education and Experience

  • Undergraduate Degree
  • 2 year experience working at a financial institution or
  • 5 years of experience working at a non-financial institution

Preferred Education and Experience

  • Prior experience in finance, product management, or within a line of business
  • Experience in executing projects/strategies across multiple stakeholders
  • A firm grasp of specific trends impacting the banking industry with an overlay of broader macro-economic trends
  • Effective and concise communicator at all levels, both verbal and written

Physical Demands

The employee must have the ability to use a computer keyboard, mouse, calculator, copier/fax machine, scanner and telephone. While performing the duties of this job, the employee is regularly required to talk and hear. Employee must have close visual acuity to perform an activity such as: reviewing and analyzing information; transcribing; and/or viewing a computer screen. Employee may be required to make quick decisions as to when to escalate or directly address a situation, as well as handle the stress of such situations. The work environment is indoors with a majority of time spent sitting at a desk.





Posted: 2020-06-29 Expires: 2020-07-28
Sponsored by:
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Sponsored by:
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Liquidity Business Mgmt Analyst III

Silicon Valley Bank
Tempe, AZ 85281

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