• Work directly with senior professionals to execute various financial institution advisory projects related to financial risk management including valuation, capital planning, and stress-testing, liquidity, contingency funding plan, balance sheet management, liquidity management, etc. Functional areas of work encompass regulatory, risk and controls; finance; technology enablement; and business process optimization.
• Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity.
• Delegate assignments to staff, instruct and monitor progress, and review work product for completeness and accuracy.
• Develop analyses and financial models using transactional data and/or financial data.
• Generate client deliverables and make valuable contributions to expert reports.
• Manage client relationships and communicate results and work products as appropriate.
• Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.
• Participate in group practice meetings, contribute to
business development initiatives and office functions such as staff training and recruiting.
• Prioritize assignments and responsibilities in order to meet goals and deadlines.
• Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
• Support internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals