Svp, Capital Planning Review

4 weeks ago

New York, United States Citi Full time

The Capital Planning Review Team (“CPRT”) is mandated by the Capital Committee and Board of Directors to lead the holistic independent review and challenge of the capital planning process across the capital planning continuum. The team sits in the Finance CRO organization as part of the overall Independent Risk Management function of Citi. Key objectives are to establish a centralized and consistent framework for independent review and challenge, enable an end-to-end perspective within and across workstreams, and increase transparency of methodologies, processes, governance and results.

CPRT - Recovery and Resolution Planning (RRP) SVP is responsible for executing independent review and challenge of the RRP workstream under the capital planning process, including Recovery and Resolution Plan submissions.

The role involves completing review and challenge, documenting and reporting results to senior management and communicating with regulators and Internal Audit. The CPRT - RRP SVP is responsible for credible evaluation of methodologies, results, governance and processes related to RRP; planning, contributing to policy enhancement and potential future strategy of the overall approach to capital planning review and challenge. The incumbent will be able to exert strategic influence on the business and interact with other functions or businesses.

The role requires a thorough understanding of regulatory requirements (**Resolution Plan Final Guidance, SR 12-17, SR 14-8, 12 CFR Part 30 Appendix E**), capital planning methodologies, governance and internal control processes, hands-on experience in foundational risk management (credit, market, liquidity or operational risk). Excellent written and verbal communication skills are required in order to negotiate internally, often at a senior level. Some external communication with regulators may be necessary. The role may involve or be responsible for diverse (cross-discipline) activities as necessary.

**Responsibilities**:

- Support the Review and Challenge Lead under the RRP workstream.
- Execute review and challenge sessions with the workstream Leads and their teams and document the results.
- Analyze Recovery and Resolution Planning related methodologies (e.g., Recovery triggers, scenario, actions; Resolution metrics, etc.) and review the methodologies for conceptual soundness, fitness for purpose, completeness of identification of estimation approaches, completeness of identification of key assumptions.
- Assess the appropriateness of rationale supporting key assumptions underlying the Recovery and Resolution Planning processes including sensitivity and impact analysis where applicable.
- Assess the reasonableness of Recovery and Resolution key results including variance analysis and benchmarking against historical outputs.
- Review and challenge the capabilities enabling the Recovery and Resolution Planning efforts including independent assessment of capabilities and capabilities testing.
- Summarize the review and challenge results and support Review and Challenge Lead in presenting the results to the respective governing groups inclusive of the Capital Committee.
- Drive efforts across Independent Risk Management functions to provide comprehensive and holistic review and challenge of RRP.

**Qualifications**:

- 10+ years of experience
- Technical skills: hands on experience with Recovery and Resolution scenario design, Recovery action identification and impact assessment, Resolution Capital Adequacy Positioning and Execution Need (RCAP/RCEN) forecasts and RRP submission in line with regulatory frameworks including Resolution Plan Final Guidance, SR 12-17, SR 14-8, 12 CFR Part 30 Appendix E.
- Highly motivated with attention to detail, team oriented, organized
- Consistently demonstrates clear and concise written and verbal communication skills with the ability to articulate complex problems and solutions through concise and clear messaging
- Ability to interact and communicate effectively with senior leaders
- Demonstrates ability to assess complex issues through root cause analysis and other analytical techniques; structure potential solutions; drive to resolution with senior stakeholders
- Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses
- Experience with and previous exposure to internal or external control functions and regulators
- Ability to challenge business management and escalate issues when appropriate
- Strong verbal and written communication, experience with effective reporting to senior management and communication with regulators and audit.

**Education**:

- Bachelor’s degree or equivalent experience, preferred Master’s degree
- **Job Family Group**:
Risk Management
- **Job Family**:
Regulatory Risk
- **Time Type**:
Full time
- **Primary Location**:
New York New York United States
- **Primary Locatio

  • SVP, Capital Planning Review

    2 weeks ago

    New York, NY, United States Citi Full time

    The Capital Planning Review Team (CPRT") is mandated by the Capital Committee and Board of Directors to lead the holistic independent review and challenge of the capital planning process across the capital planning continuum. The team sits in the Finance CRO organization as part of the overall Independent Risk Management function of Citi. Key objectives are...

  • SVP, Capital Markets

    3 days ago

    New York, United States Cobalt Recruitment Full time

    A newly created SVP, Capital Markets - Real Estate role has arisen with a rapidly growing financial services institution, which focuses on key investments within the affordable housing/multifamily sector. Partnering closely with the CFO & Board, this business-critical position will form an integral part of the senior leadership team driving the structuring...

  • SVP, Capital Markets

    3 days ago

    New York, United States Cobalt Recruitment Full time

    A newly created SVP, Capital Markets - Real Estate role has arisen with a rapidly growing financial services institution, which focuses on key investments within the affordable housing/multifamily sector. Partnering closely with the CFO & Board, this business-critical position will form an integral part of the senior leadership team driving the structuring...

  • Svp, Managing Director

    4 days ago

    New York, United States Banc of California Full time

    Overview: Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and...

  • Head of Capital Planning and Management

    2 weeks ago

    New York, United States Citigroup Inc. Full time

    Contributes to the design, roll-out and governance of capital management and the overall CFO Treasury organization globally. Participates in formulating and setting strategic direction for the process, organization and architecture from the perspecti Management, Planning, Business, Banking

  • Venture Capital Fundraising Manager

    3 weeks ago

    New York, United States Squarepoint Capital Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and discretionary strategies across public and private financial markets to achieve high quality, uncorrelated returns for our clients. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research....

  • SVP/Director, Investor Relations

    1 month ago

    New York, United States Selby Jennings Full time

    We have a current opportunity for a Business Development/Capital Formation professional at a long/short equity hedge fund with

  • Capital Planning Quant Modeling

    2 days ago

    New York, United States MUFG - Mitsubishi UFJ Financial Group, Inc. Full time

    We are looking for an experienced quantitative developer who has a background in investment banking products in a capital planning and/or regulatory reporting capacity. This person will be skilled in capital analysis and quantitative modeling to cont Modeling, Planning, Total Rewards, Mathematics, Construction

  • Controllers - Capital Analysis, Planning, and Reporting, Associate - New York

    2 weeks ago

    New York, New York, United States Goldman Sachs Full time

    The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is...

  • VP of Wholesale Planning and Sales

    4 weeks ago

    New York, United States Rebecca Minkoff Full time

    Rebecca Minkoff is an industry leader in accessible luxury handbags, accessories, and apparel.Rebecca Minkoff’s playful and subtly edgy designs integrate the elements of bohemian femininity with alittle bit of rock ‘n’ roll. The brand operates mainly in the United States with distribution across all majordepartment stores, specialty stores and on-line...

  • VP of Wholesale Planning and Sales

    4 weeks ago

    New York, United States Rebecca Minkoff Full time

    Rebecca Minkoff is an industry leader in accessible luxury handbags, accessories, and apparel.Rebecca Minkoff’s playful and subtly edgy designs integrate the elements of bohemian femininity with alittle bit of rock ‘n’ roll. The brand operates mainly in the United States with distribution across all majordepartment stores, specialty stores and on-line...

  • VP of Wholesale Planning and Sales

    1 week ago

    New York, United States Rebecca Minkoff Full time

    Rebecca Minkoff is an industry leader in accessible luxury handbags, accessories, and apparel.Rebecca Minkoff’s playful and subtly edgy designs integrate the elements of bohemian femininity with alittle bit of rock ‘n’ roll. The brand operates mainly in the United States with distribution across all majordepartment stores, specialty stores and on-line...

  • Capital Project Buyer

    3 weeks ago

    New York, United States Strategic Management Solutions Full time

    ** Strategic Management Solutions, LLC** ** Capital Project Buyer** Oak Ridge, TN 37830 SMSI is looking for a **Capital Project Buyer** to support a Los Alamos National Laboratory (LANL) Capital Project. This is a full-time position. ***Job Description*** This position shall be responsible for purchasing activities, high risk engineered equipment, and...

  • Controllers - Funding & Capital Planning, Vice President - New York

    2 weeks ago

    New York, New York, United States Goldman Sachs Full time

    The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is...

  • Structural Engineer

    1 week ago

    New York, United States CSG Talent Full time

    Structural Engineer - TIC We are seeking an experienced and licensed Structural Engineer with a Florida P.E. license for immediate hire. The successful candidate will demonstrate technical proficiency to independently manage projects from schematic design through the construction phase with minimal guidance. My client is a renowned organisation in the...

  • Planner Asset Planning

    2 weeks ago

    New York, United States MTA, Inc. Full time

    Planner Asset Planning Job ID: 4365 Business Unit: MTA Construction & Development Location: New York, NY, United States Regular/Temporary: Regular Department: Capital Asset Planning Date Posted: Apr 24, 2024 Description This position is eligible for telework which is currently one day per week. New hires are eligible to apply 30 days after their...

  • Analyst

    3 days ago

    New York, United States ACORE Capital Full time

    Division: Originations Location: New York Reporting to: Managing Director Summary: **Responsibilities**: - Provide general analytical support to the originations team. - Assist with all aspects of the loan origination process, including the modeling and evaluation of new investment opportunities in ARGUS and Excel, sensitivity analyses, identifying the...

  • Svp, Enterprise Risk Transformation Lead

    19 hours ago

    New York, United States Citi Full time

    **Job Posting Title** Enterprise Risk Transformation Lead **About Citi** Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments, and accessing the capital markets on behalf of our...

  • Capital Sales Representative

    7 days ago

    New York, United States Rohrer Aesthetics Full time

    Location: Long Island/Queens/Westchester regions of New YorkRohrer Aesthetics, Inc., a reputable leader in the aesthetics industry, is currently seeking an ambitious and results-driven Aesthetic Capital Sales Representative to join our dynamic team. If you are passionate about sales, have a strong background in aesthetic capital equipment, and are excited...

  • Capital Sales Representative

    4 days ago

    New York, United States Rohrer Aesthetics Full time

    Location: Long Island/Queens/Westchester regions of New YorkRohrer Aesthetics, Inc., a reputable leader in the aesthetics industry, is currently seeking an ambitious and results-driven Aesthetic Capital Sales Representative to join our dynamic team. If you are passionate about sales, have a strong background in aesthetic capital equipment, and are excited...