Assistant Vice President, FP&A

Our client is seeking a finance professional to join their Financial Planning & Analysis (FP&A) team supporting their Capital Markets division. This role plays a key part in driving financial insight, forecasting, and strategic decision-making for the bank's trading, investment banking, and treasury-related businesses.

Client Details

Our client is a global financial services firm.

Description

• Develop and maintain detailed financial models and forecasts for Capital Markets businesses (e.g., Fixed Income, Equities, Derivatives, Investment Banking).

• Support annual budgeting processes and rolling forecasts in coordination with business line leaders and finance teams.

• Prepare and analyze monthly and quarterly management reporting packages, including P&L variance analysis, key business drivers, and KPIs.

• Monitor revenue and expense trends, trade volumes, market conditions, and other performance metrics.

• Prepare and analyze monthly and quarterly management reporting packages, including P&L variance analysis, key business drivers, and KPIs.

• Monitor revenue and expense trends, trade volumes, market conditions, and other performance metrics.

• Support strategic initiatives such as new product launches, capital allocation decisions, and pricing strategy.

• Conduct scenario analysis and stress testing to evaluate the financial impact of market shifts or regulatory changes.

• Assist in capital planning and reporting to ensure alignment with internal risk appetite and regulatory requirements (e.g., CCAR, Basel III).

• Work with treasury and risk partners to assess funding costs and capital consumption of trading desks and structured products.

Profile

• Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).

• 3-7 years of FP&A, capital markets, or investment banking experience; exposure to trading or treasury functions is a strong plus.

• Strong financial modeling and Excel skills; proficiency with tools such as Power BI, Tableau, or Hyperion is an advantage.

• Understanding of capital markets products (e.g., bonds, swaps, repos, securitizations) and their financial impact.

• Excellent communication and interpersonal skills; ability to work across functions and levels of seniority.

• Strong attention to detail, analytical mindset, and ability to manage competing priorities in a fast-paced environment.

Job Offer

• Flexible hybrid working schedule
• Medical, vision and dental benefits
• 401K Match + PTO

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.