Senior Operational Planning Analyst

4 weeks ago

New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

About the Bank

Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd.

We are the largest asset manager in Asia and number one among Japanese financial institutions by AUM, with $1,142 Billion USD in AUM.

The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.

This position is for AVP level candidates.

Department Overview

The Americas Division was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch to perform corporate functions and supervise U.S. entities.

Established under the AD are the Global Banking Unit and Global Markets Unit which performs business functions.

The Planning Department provides a strategic management framework for the formulation and implementation of integrated business and organizational objectives across SMTBNY.

Working in conjunction with the Executive Vice President of the Americas Division, PLN research, recommends, and implements plans for offensive and defensive actions intended to maintain and build competitive advantage and sound organizational management.

The plans recommended by PLN require input from all departments during the development stage, so that the plans become an operational guideline that is transparent and meaningful to the staff responsible for implementation and execution.

Position Overview

Provides support and expertise to build the operational planning section for the Americas Division.

Analyze operational risks/control and find solutions based on wide knowledge of internal control with practice in banking industry.

Understands overall strategic goals, assigns resources, and facilitates the actionable steps to deliver value.

Duties and Responsibilities:

  1. Understanding of the current banking environment and actions that the Bank has to complete to improve the operations.
  2. Fully understands expected regulations that may alter the business and takes actionable steps to facilitate new processes being included in the business and operations.
  3. Research any updates of regulations.
  4. Manage operational risks in AD by using PDCA cycle.
  5. Analyze business process by identifying risks and controls and evaluate residual risks.
  6. Assess options for process improvement and mitigating risks, including business process modeling.
  7. Develop and implement the solutions.
  8. Responsible for development, maintenance, automation, and enhancement of workflows for overall business efficiency and to mitigate operational risks.
  9. Preparing bank-wide strategic plan to improve business efficiency and mitigate operational risks.
  10. Support use of IT.
  11. Translate business needs and requirements into technical specifications.
  12. Facilitates the development, design, and maintenance of various EUC and tools utilizing programming languages.
  13. Coordinates and liaisons on behalf of relevant departments with IT Department for revisions, developments, and enhancements of new and existing modules.
  14. Administer operational incident reporting within AD and for HO.
  15. Responsible for ensuring awareness of the reporting rule with department head and internal controllers.
  16. Facilitate investigation, information sharing, providing opinions to identify root causes and formulate preventive measures.
  17. Support leading ICG in order to enhance operational risk control and process improvement with ICG.
  18. Arrange meeting with ICG if necessary and support promoting business process improvement and risk management activities.
  19. Participate in new projects and cooperates with other project/department members.
  20. Collaborate with project managers and business analysts in the other department as well as ITD to enhance the Banks's operation efficiency and resilience.
  21. Conduct various operational risk related projects and initiatives.
  22. Participate RCSA as first line of defense jointly with Internal controllers.
  23. Understand BCM cycle starting Business Impact Analysis and operational resilience.
  24. Communicate with key stakeholders.
  25. Liaise between various business departments and groups.
  26. Participate in the Operational Risk management Committee to opine as PLN.
  27. Maintain documentation regarding various projects, process, and operations.
  28. Maintain policy and procedure documents PLN administers.
  29. Assist team management, establish annual team plan, performance monitoring and development the members.
  30. Support user management to administer user access rights and information security control.
  31. Perform other duties and responsibilities as assigned by management.

Knowledge, Skills, and Abilities:

  1. Bachelor's degree in Finance or Economics or its equivalent, with 7+ years of relevant work experience in a financial institution.
  2. Strong proficiency in Microsoft Office applications including Excel, Word, PowerPoint, Access, Outlook, Teams, SharePoint, SQL and VBA.
  3. Familiarity with industry technology systems to gather data, problem solve and fully understand IT system requests.
  4. Document the request into project that is fully and easily understandable by ITD.
  5. Business Analyst experience is required.
  6. Expertise in business intelligence tool and analytical skills are desirable.
  7. Loan operations and/or global markets experience is preferred, but at a minimum, basic knowledge and understanding of the workflow of wholesale banking business.
  8. Basic knowledge in global and local banking regulations including BIS regulations and FED regulations, especially in the field of operational risk management.
  9. Basic accounting standard (IFRS, US GAAP) and practice in the banking industry.
  10. Basic audit skills and knowledge with internal control framework such as COSO.
  11. Project management skills or business consultant experience.
  12. Demonstrates a logical approach to thinking and working with others.
  13. Ability to effectively communicate and influence key stakeholders to support proposed strategies, process improvements and operational decisions.
  14. Resourcefulness and ability to devise creative solutions to problems.
  15. Experience testing and mapping various business processes and protocols.

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