Recovery, Resolution & Funding Planning Associate

Associate – Recovery, Resolution & Funding Planning

Treasury Division

Role Overview:

We are looking for a highly motivated Associate (1–3 years of experience) to support the firm’s liquidity resilience and regulatory planning framework.

This role will provide hands-on exposure to Contingency Funding Planning (CFP), Resolution Planning (including 165(d) submissions), and enterprise funding strategy. The Associate will work closely with senior team members to deliver high-quality analysis, documentation, and governance materials in a dynamic regulatory environment.

This position is well-suited for a candidate seeking to build strong foundational expertise in Treasury, liquidity risk, and financial resilience.

Key responsibilities of this role:

Contingency Funding Plan (CFP)

• Support annual CFP documentation updates and data compilation, ensuring alignment with evolving business profile and regulatory expectations

• Coordinate annual CFP testing, including operational test plan refresh and Tabletop exercise preparation

• Produce monthly CFP quantification reports and presentation materials.

• Partner with Liquidity Risk, Treasury, and business stakeholders to improve stress-readiness and execution clarity

Resolution Planning (165(d))

• Draft and update sections of the Resolution Plan under senior guidance

• Maintain BAU documentation and data templates

• Coordinate information requests across Finance, Risk, Legal, and business units

• Support preparation of materials for internal review and regulatory submission

Funding Planning & Balance Sheet Strategy

• Assist in development of annual Funding Plan and quarterly updates

• Prepare funding usage and liquidity reporting analytics

• Support NSFR attribution analysis and related reporting

• Conduct ad hoc analysis on funding mix and liquidity metrics

Qualifications:

• 1–3 years of experience in Treasury, Finance, Risk, Consulting, or related analytical roles

• Strong intellectual curiosity

• Strong quantitative and Excel skills

• Highly detail-oriented with strong organizational discipline

• Clear written communication skills

• Ability to manage multiple deadlines in a regulatory-driven environment

• Eagerness to learn and grow within Treasury and liquidity management

The expected base salary ranges from $85,000.00 -$120,000.00. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.