BM Analyst Job Description

BM Analyst Job Description

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BM analyst provides support to business owners and finance team to establish the regional office recharge model and allocation to business units.

BM Analyst Duties & Responsibilities

To write an effective BM analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included BM analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Contribute to executive-level presentations on business performance, budget, strategic reviews
Assist with compilation and writing of business requirements
Assist with development of operating models
Create project related artifacts such as project plans, business requirements documents and test plans as needed
Work with Risk Technology and other LOB business managers to ensure successful and on-time delivery of CR critical technology
Coordinate global user testing and training
Manage global business participation and feedback
Raise awareness of upcoming key technology efforts and their impact
Support efforts to build and communicate a Credit Risk view of all CR technology efforts
Analyze and communicate the interconnections b/w Risk Tech efforts and other Credit Risk initiatives

BM Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for BM Analyst

List any licenses or certifications required by the position: CRC

Education for BM Analyst

Typically a job would require a certain level of education.

Employers hiring for the BM analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Finance, Business, Economics, Business/Administration, Statistics, MBA, Graduate, Finance/Accounting, Mathematics

Skills for BM Analyst

Desired skills for BM analyst include:

Finance tools like Essbase / Business Objects would be an added advantage
Finance business function
Processes & technology platform
Banking and securities reporting requirements
Business processes and finance operating model within the region
Chief Investment Office
MS Office
Macros/ MS Access and financial modeling would be an advantage
Project management skills Project Life cycle
Any data visualization tools like Qlikview/Qliksense

Desired experience for BM analyst includes:

Liaise with central teams to implement automation for regulatory reporting where possible ~
Computer literacy skills (Advanced Excel, PowerPoint) - ability to gather data, manipulate it and produce meaningful reports and analyses
Great oral communication skills and ability to act as a liaison
Help drive efforts to improve the quality of Credit Risk Reference Data
Partner with Credit Risk teams to manage and respond to Regulatory/Audit requests
Project manage other initiatives in support of business priorities

BM Analyst Examples

1

BM Analyst Job Description

Job Description Example
Our growing company is looking for a BM analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for BM analyst
  • Reconciliation of Derivative positions, Cash & MTM positions
  • Project manage CIB Resolution planning and execution and drive the BAU planning process for CIB
  • Collaborate with CIB R&R and Corporate R&R team members to drive project schedules, track milestones, risks, issues and dependencies
  • Actively participate in CIB R&R issue resolution and discussions on appendices and plan preparation
  • Be the central point of contact to manage information flow between CIB R&R team members, Corporate R&R and CIB Plan Owners
  • Manage CIB R&R project plan and scorecard reporting
  • Manage CIB plans in Wdesk to ensure completeness and consistency across the plans
  • Drive and set agenda for internal and senior management meetings with appropriate status updates and reporting
  • Communicate with senior management regarding project progress and recommendations for process improvements and ensure proper escalation when necessary
  • Drive and maintain CIB R&R Risk Control Self Assessment (RCSA)
Qualifications for BM analyst
  • Working knowledge to project management skills Project Life cycle (PLC), project governance, project control (PCC), best practices
  • Individual must possess strong communication and presentation skills – both verbal and written
  • Individual must have the ability to multi-task and execute on a variety of deliverables in a timely and accurate manner
  • Understanding of Credit Risk Management / basic understanding of Basel I and/or Basel II/III principles
  • Knowledge in or desire to learn about a wide range of Wholesale Credit Products (Fixed Income Securities, Repos, Traditional Credit Products)
  • Experience in working with MS Excel and Access databases preferred
2

BM Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of BM analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for BM analyst
  • Liaising with deal teams to capture and recoup expenses incurred while engaged in client business
  • Engage on quarter-end related deliverables in partnership with RWA reporting teams
  • Drafting review announcement memos and findings reports
  • Compile and write business requirements, as needed
  • Provide financial support for monthly and quarterly business reviews
  • Data Quality activities – project set ups, rejects, uploads
  • BAU responsibilities include expense and headcount data validation & reconciliations, updates in reporting system, maintenance of reference data, addressing BMs requests & system queries, vendor liaising
  • Provide expertise and governance on the US LCR, NSFR, 5G and Internal JPM Stress Framework
  • Stay abreast of changes in the regulatory initiatives in regards of liquidity and provide thought leadership on impact to CIB balance sheet management
  • Run impact analysis from regulatory rule changes, proforma impact analysis for various internal JPM Stress assumption proposals
Qualifications for BM analyst
  • Assist in RWA forecasting and reporting, liquidity reporting and securitization reporting
  • Knowledge of and experience with corporate & CIB’s MIS systems (e.g., Paragon, FDW) is desirable
  • Skills should include strong technology acumen such as use of databases, excel
  • Bachelor’s degree in Business or Business related field (Finance, Accounting, Economics)
  • Supporting the control agenda to include appropriate checks and balances for manual and strategic data models, document procedures and update as required by reporting enhancements
  • Assisting with the development and maintenance of an operating model by partnering with business counterparts and resolving issues
3

BM Analyst Job Description

Job Description Example
Our growing company is hiring for a BM analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for BM analyst
  • Work closely with Front Office, Regional Treasury teams, Liquidity Risk Oversight and others as needed to ensure liquidity stress methodology is reflective of liquidity requirements of the CIB businesses
  • Partner with Liquidity Risk Infrastructure (LRI) and Liquidity Controllers to ensure any new liquidity risk methodology gets accurately implemented
  • Provide management reporting, communication and client reporting, focusing on the overall business unit performance against objectives
  • Monitor operational risk metrics
  • Support the management of reception, mail and print, catering and vending services
  • The SAP GL Migration Program has various workstreams
  • Help to drive strategic agenda and deliverables for M&A leadership and senior F&BM management
  • Understand industry trends and competition
  • Support CIB Lines-of-Business to provide Business Change Management operational support
  • Execution of the end to end process of staff on-boarding and off-boarding, BAU technology requests, not limited to
Qualifications for BM analyst
  • Ability to work under pressure during tight deadlines, prioritize multiple tasks, and bring tasks to closure
  • Professional communication skills both with the bankers and the researchers
  • Ensure projects meet timelines, productivity and efficiency targets
  • Excellent MS Excel (pivot tables, v-lookups)
  • Public accountant or bachelor degree in Business Administration (with accounting background)
  • Two years of experience in Shared Services Center or External Audit Firms
4

BM Analyst Job Description

Job Description Example
Our growing company is hiring for a BM analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for BM analyst
  • Understand and explain P&L drivers for weekly and monthly commentary
  • Ensure a sound control environment with consistent applicability of minimum standards
  • Understand new regulations and controls impacting changes to standards (control environment, P&L and Risk processes)
  • Work with project teams and technology on system enhancements
  • Work with diverse set of stakeholders and data sources in order to put together business cases and on-going reporting
  • Aggregate and analyse large data sets
  • Track costs and saves against plan and provide variance commentary
  • Highlight variances against the original business case and continue refining the cost modelling
  • Produce monthly financial reporting, including actionable reporting that supports decision-making by senior management
  • Provide financial oversight and governance for contracts, invoices and accruals
Qualifications for BM analyst
  • Ability to grasp and manage big picture
  • Extensive working knowledge of system management practices
  • 5-7 years project management/business analysis experience in Financial Services industry, preferably in a cross-product environment
  • Experience with client/financial reporting system is a plus
  • College degree in finance, business, or a quantitative field
  • Proficient in Essbase, SAPCO, Paragon
5

BM Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of BM analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for BM analyst
  • Drive forecasting and budgeting
  • Manage thorough and proactive flow of information through delivery of regular and ad hoc management reporting on key business metrics
  • Lead financial analyses to understand drivers and measure business performance
  • Support strategic initiatives by conducting analyses and developing business cases – , new market and product initiatives, pricing, operating model changes
  • Enhance business performance measurement and forecasting processes by developing better models, improving current processes and identifying more applicable measurements
  • Production of daily P&L, review of breaks between risk management system and PnL aggregator, explain differences to trader predicts, provide Greek based market commentary, obtain trader sign off
  • Coordination key business partners across Finance and other areas on projects and issue resolution
  • Assist the TS Head in driving and executing the strategic initiatives and financial goals of India
  • Support Corporate Banking and cross-LOB initiatives, ranging from business agenda, investments, location strategy to risk & control
  • On-going analysis to help drive growth, resourcing and prioritization decisions
Qualifications for BM analyst
  • Strong project-management abilities, prioritising skills & ability to work on own initiative
  • Accurate budget-management and financial reconciliation
  • Ability to multi-task, deliver a high volume of projects simultaneously and to work to strict deadlines
  • Candidates will primarily have a proven track-record in financial roadshow-management (minimum of 2 years experience)
  • Experience of managing schedules using a web-based scheduling/event management tool – Deal Logic/Deal Axis preferred
  • Experience with FACTSET an advantage

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