Associate Director Balance Sheet Performance & Capital Allocation
Core
Optimise the performance of an institutional banking lending portfolio through insights, analysis, and recommendations to support better portfolio decisions, stronger pricing discipline, and efficient capital allocation.
Role type
Associate Director, Balance Sheet Performance & Capital Allocation
Builds
Insights and recommendations for senior stakeholders to influence portfolio performance and capital deployment across sectors, clients, and products.
Domain
Institutional Banking / Portfolio Management / Capital Allocation
Deliverable
Dashboards & analysis
Required skills
Data analytics, Financial analysis, Portfolio management, Capital allocation, Financial reporting, Excel, Stakeholder management, Commercial acumen, Management reporting, Executive presentation
Preferred skills
None stated
Technologies
Excel, PowerPoint
Responsibilities
Analyse portfolio performance, pricing, returns, capital and balance sheet metrics; Extract, manipulate and interpret large, complex datasets from multiple sources; Monitor portfolio and deal performance, identifying trends, risks and opportunities; Develop management commentary and insights to support portfolio reviews and executive decision-making; Prepare high-quality reports, executive presentations and management papers; Support governance and management review processes relating to portfolio performance and balance sheet oversight; Apply critical thinking and commercial judgement to identify areas requiring management attention; Support reporting enhancements, automation initiatives and process improvements.
Seniority
Associate Director, strategic role influencing senior management decisions