Job Responsibilities
- Lead the effort within the Markets Treasury organization, focusing on creating and implementing optimization strategies in response to the firm's binding financial resource constraints
- Drive optimization efforts across collateral management, liquidity management (LCR/NSFR/internal stress models), counterparty credit risk RWA, market risk RWA, leverage, and GSIB
- Understand firm and legal entity-level drivers of financial resource consumption
- Partner with relevant FICC & Equities trading desks to move collateral in ways that maximize liquidity value for the firm
- Drive the development of optimizers, data-mining strategies, benefit trackers, and related analytics, leveraging AI tooling where possible to scale solutions and reduce time to market
- Maintain a deep understanding of our internal liquidity methodologies, recognize inefficiencies, and champion methodology changes
- Perform detailed reviews of our counterparty portfolios, analyzing trade structures and related documentation to identify opportunities
- Work with third-party vendors and clearing houses to understand external product offerings and help define internal and external roadmaps
- Stay informed on the broader competitive landscape and binding constraints faced by peer banks across regions
Required Qualifications, Capabilities, and Skills
- Bachelor's degree in Finance, Engineering, Mathematics, or a related quantitative field
- Extensive experience in structured financing, financing, XVA, or a financial resource optimization role
- Prior experience structuring derivative and securities financing trades
- Expert-level working knowledge of US financial resource topics, including liquidity (internal stress models, LCR, NSFR), Basel III, GSIB, SLR, SCB, and regulatory initial margin (NCMR/CCP)
- Strong knowledge of pricing and risk management of securities financing and derivative transactions, preferably cross-asset and with an understanding of derivative XVAs
- Proven experience working with large amounts of data across a variety of technology stacks
- Track record of successfully partnering with technology and quantitative research teams
- Comfortable interacting with senior stakeholders and building buy-in for strategic initiatives
Preferred Qualifications, Capabilities, and Skills
- Advanced degree and/or relevant certifications
- Deep experience working with Python, SQL, Tableau, AWS, Databricks, and AI tools strongly preferred