Financial Resource Management Associate

IB CFO Financial Resource Management (FRM)

Job Description:

In Scope of Position based Promotions (INTERNAL only)

Job Title: IB CFO Financial Resource Management (FRM)

Corporate Title: Associate

Location: Mumbai, India

Role Summary

• The IB FRM team is a strategic function within the IB CFO Strategy & Planning division, responsible for the analysis, planning, and optimisation of financial resources across the Investment Bank. This includes Risk Weighted Assets (RWA), leverage exposure, balance sheet, liquidity, and funding.
• This role is suited for a technology-enabled Associate who will enhance FRM’s analytical, automation, and innovation capabilities. The ideal candidate will combine foundational financial resource knowledge with strong technical expertise in Python and SQL to strengthen forecasting, reporting, and process efficiency across the Book of Work, including the development of visual dashboards.

Role Description

• The IB Financial Resource Management (FRM) team supports capital demand planning, embeds business outlooks, and informs management views for financial resource steering.
• This Associate role will contribute directly to core FRM deliverables while helping modernise and digitise processes and tools across the function.

What This Role Offers

• Direct exposure to capital planning, resource optimisation, and business steering
• A technical career path within FRM with opportunities to influence process design and innovation
• Ownership of automation and analytics products supporting senior management

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy,

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Support the monthly flash and forecast process for financial resources, including RWA, leverage exposure, and liquidity.
• Conduct data-driven financial analysis and support business commentary using automated and scalable analytical tools.
• Build and maintain Python-based analytics modules, process automations, and reusable scripts to improve efficiency and accuracy.
• Develop and optimise SQL pipelines for sourcing, transforming, and quality-checking large regulatory and financial datasets.
• Create visual dashboards to present trends, highlight key issues, and support management discussions (e.g., IB ALCO).
• Assist in developing materials for governance forums by generating automated analytics, charts, and insights.
• Support FRM’s involvement in capital allocation, limit monitoring, and deep-dive portfolio analyses.
• Contribute to operationalising and tracking the FRM strategic plan through data-driven metrics and automation.
• Strengthen data quality, control checks, and reproducibility using scripting, workflows, and code frameworks.
• Drive innovation across the FRM Book of Work, including process simplification, tool upgrades, and adoption of Power Platform solutions.
• Perform ad hoc financial resource analysis, including return metrics, stress impacts, and risk-specific parameter monitoring.
• Stay informed on regulatory and business developments and integrate relevant changes into FRM analytics and forecasting tools.

Your skills and experience

Technical Skills (Core)

• Python (pandas, numpy, data processing, automation, basic ML algorithms)
• SQL (optimised queries, data transformations, control frameworks)
• Data visualisation (dashboards, automation, business insights)
• Power Platform (Power Automate / Power Apps /Power Query— nice to have)
• Excel proficiency; VBA beneficial but optional if Python expertise is strong
• Familiarity with AI-driven workflows and software engineering techniques (preferred)
• Exposure to running and streamlining  a data pipeline project (desirable, not mandatory)

FRM / Banking Knowledge (Working Level)

• Understanding of key metrics: RWA, leverage exposure, balance sheet resources, liquidity measures
• Basic understanding of IB products, risk types, and regulatory drivers

Soft Skills

• Strong analytical and problem-solving skills
• Ability to translate business needs into technical solutions
• High attention to detail and data quality
• Proactive mindset with openness to new tools and approaches
• Ability to work cross-functionally in a fast-paced environment

How we’ll support you

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Experience Level

Mid Level