GCM - Broker Dealer Senior Financial Analyst

We are seeking a Senior Financial Analyst to join the Global Capital Markets (GCM) Finance team supporting the Institutional Broker Dealer. This role is a key partner in legal entity forecasting, balance sheet management, and capital oversight, with a primary focus on net capital adequacy, liquidity, funding needs, and sustainable business growth.

The position leads driver based forecasting across the income statement, balance sheet, and key regulatory capital metrics, translating front office activity (Trading, Repo, Underwriting) into forward looking financial insights. This is a high visibility role responsible for proactively identifying and addressing capital and balance sheet constraints that may impact growth.

GCM helps clients optimize capital structures, fund growth, and manage financial risk through a comprehensive suite of capital markets solutions, including Investment Grade and Leveraged Finance, Loan Syndications, Derivatives, Foreign Exchange, Repo, Structured Credit, and Working Capital Finance.

Key Responsibilities

• Lead legal entity level forecasting for the Institutional Broker Dealer across the income statement, balance sheet, cash flows, and key regulatory capital metrics 

• Build and maintain driver based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact 

• Identify and explain key drivers of net capital, balance sheet consumption, and growth capacity 

• Provide forward looking insights on performance trends, risks, and capital constraints to senior stakeholders 

• Partner with Treasury and Risk to assess funding, liquidity, and capital implications of forecasted activity 

• Enhance forecast reporting and dashboards to improve transparency and decision making 

• Drive automation and scalable processes to reduce manual forecasting and reporting 

• Support strategic initiatives, ad hoc analyses, and business growth opportunities

Preferred Skills / Experience

• Strong understanding of P&L management and balance sheet dynamics within a broker dealer

• Experience supporting or partnering with capital markets businesses (trading, repo, underwriting)

• Ability to translate business activity into capital and balance sheet implications

• Advanced Excel and PowerPoint skills; experience with financial systems (Hyperion, Workday, Power BI, Tableau, SQL)

• Strong analytical skills, intellectual curiosity, and comfort challenging assumptions

• Clear, concise communication skills for executive and non finance audiences

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.