Executive Director, Balance Sheet Optimization, Corporate & Investment Banking
Core
Enable growth across Corporate & Investment Banking businesses by managing balance sheet, funding, risk, and capital constraints while maintaining the Bank's risk appetite.
Role type
Senior IC balance sheet optimization executive
Builds
Executable solutions (loan sales, participations, forward flow, NPI, CDS, SRT, funding trades, asset pledges) and repeatable execution frameworks
Domain
Corporate & Investment Banking, Capital Management, Risk Management
Required skills
credit judgment, transaction execution, financial modeling, portfolio risk assessment, RWA calculation, capital management, balance sheet optimization, funding strategy, solution economics analysis, cross-functional communication
Preferred skills
MBA, CFA, formal credit trading experience, AI usage experience, management dashboard development
Technologies
N/A
Responsibilities
Partner with transaction teams to identify constraints and assess optimization opportunities; Develop and recommend executable solutions based on economics and risk appetite; Coordinate front-office and control partners to structure and execute transactions; Maintain a forward view of the transaction pipeline and portfolio roll-off; Deliver management reporting on pipeline, constraints, and realized benefits; Improve tools, reporting, policies, and execution standards as manual processes transition to automation
Seniority
Executive Director, strategic advisor with hands-on execution