Executive Director, Balance Sheet and Capital Management

Hybrid Arrangement:

The role requires a hybrid work arrangement with a current expectation of three days in-office per week (T-Th), subject to change in accordance with organizational needs.

General Department Description:

The Balance Sheet and Capital Management Function manages the U.S. capital position of SMBC Americas Holding and its major subsidiaries. This function provides support to senior management and other business stakeholders in the Corporate Treasury Department Americas Division ("CTDAD"), which reports directly to the U.S. Chief Financial Officer ("U.S. CFO").

The function is responsible for a comprehensive capital management framework that incorporates setting targets, monitoring/managing current capital levels, and performing SMBC AH testing in partnership with risk management department, head-office stakeholders, and key front office personnel. Additionally, the Balance Sheet and Capital Management Team is responsible for ensuring effective and efficient use of SMBC Combined U.S. Operations ("CUSO") balance sheet with a goal of improving return on capital measures for the Americas Division.

Summary:

The Balance Sheet and Capital Management Function seeks a qualitatively and quantitatively oriented individual for the position of Executive Director, Balance Sheet and Capital Management. The candidate will manage and lead in supporting and enhancing U.S. Treasury's Capital Management Function. Projects will span numerous areas including: (i) developing and enhancing balance sheet and capital forecasting methodologies; (ii) liaising with internal stakeholders to manage and improve processes / capabilities within the Capital Management Function; (iii) developing institutional Treasury policies; and (iv) leading general and ad-hoc workstreams associated with managing the bank's capital position.

This position involves cross-functional interaction and collaboration across teams within Treasury and the broader firm, including but not limited to Liquidity Management, Asset Liability Management, Regulatory Reporting, Financial Controllers, and Finance Change Management. The ability to assimilate knowledge, work efficiently, communicate effectively, and influence across these functions will be key to success.

Key benefits include development of specialized capital knowledge; experience in building and executing complex analytical processes; exposure to senior leadership; ability to effectively manage a team; and the opportunity to work in a rewarding, creative, and dynamic environment.

Responsibilities:
* Drive and oversee all aspects of balance sheet and capital management strategies within the U.S. CFO / CUSO Treasury organization;
* Develop and steer new initiatives for balance sheet and capital management as needed throughout the project lifecycle for various functions within the Capital Management Function, and communicate key findings, conclusions, and recommendations to senior leadership;
* Manage routine and ad-hoc workstreams within the Capital Management Function, inclusive of group policies and procedures, subsidiary funding, balance sheet management, and technology implementation;
* Build partnerships with key Risk, Finance, and Treasury stakeholders to foster cross-functional engagement and maintain foundational knowledge of Treasury disciplines, inclusive of liquidity management, funds transfer pricing, and asset / liability management;
* Monitor, summarize, challenge, and generate thought leadership related to the impact and risk associated with implementation of U.S. regulatory capital rules (including U.S. Basel rules);
* Maintain understanding of future capital regulatory rule changes and identify mitigation strategies based on anticipated impact to the firm;
* Interpret the impact of new products, business proposals, and other initiatives to the capital position of the firm; and
* Author, review, and update relevant policies relating to Treasury fields such as the Capital Management Policy and Capital Distribution Framework.

Key Competencies:
* Leadership and Collaboration Skills: Ability to influence and convince others, including members of own team and colleagues in other areas of the bank;
* Strong Interpersonal and Communication Skills: Ability to negotiate internally and work closely with various stakeholders;
* Learning Agility: Aptitude to assimilate broad-ranging information quickly, execute tasks, and meet targets;
* Analytical Mindset: Demonstrated ability to understand and derive relationships across complex subject matters in order to execute sophisticated, complex analyses;
* Entrepreneurial Mindset: Ability to innovate solutions to problems through creative thinking and pragmatism;
* Organizational and Time Management Skills: Ability to manage a constantly evolving inflow of projects and plan / prioritize appropriately; and
* Adaptability to Change: Thrives on challenges in a fluid and dynamic working environment.

Qualifications
* 15 years of working experience in financial industry in Finance, Treasury, or Risk departments - prior experience in CCAR/DFAST is preferred;
* Bachelor's degree in finance, accounting, mathematics, computer science or related field, Master's degree preferred;
* MBA/CFA/FRM/CPA or other professional qualification highly preferred;
* Excellent writing skills, previous experience in drafting corporate policies or procedures is highly preferred;
* Outstanding analytical and problem solving skills;
* Proficiency with Word, Excel, PowerPoint, Tableau; and
* Coding experience in Python, R, SPSS is highly preferred.