Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Capital Planning Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles focused on capital allocation, balance sheet management, and long-term financial planning.
Actual openings may vary based on employer type (financial institutions, asset managers, private capital firms, corporates), regulatory environment, and strategic capital priorities.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Capital Planning Analysts support senior finance and investment leaders by analyzing capital needs, forecasting funding requirements, and evaluating capital allocation decisions. The role blends financial modeling, scenario analysis, and strategic insight to ensure organizations maintain sufficient capital while optimizing returns and managing risk.
These roles often involve close collaboration with finance, treasury, risk management, investment, and executive leadership teams.
Analyze capital requirements, liquidity needs, and funding sources
Support capital allocation decisions across business lines, investments, and initiatives
Develop and maintain capital planning models and forecasting frameworks
Conduct scenario analysis, stress testing, and sensitivity analysis on capital positions
Monitor balance sheet metrics, leverage ratios, and capital efficiency
Assist with long-term financial planning and strategic capital initiatives
Evaluate the impact of market conditions, growth plans, and risk factors on capital needs
Prepare capital planning reports and presentations for senior management
Support regulatory, internal, and stakeholder capital reporting as applicable
Identify opportunities to optimize capital structure and deployment
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of financial statements, capital structure, and liquidity management
Coursework or experience in financial modeling, corporate finance, or risk analysis preferred
Strong analytical skills with high attention to detail
Proficiency in Excel; familiarity with financial modeling tools, SQL, Python, or VBA is a plus
Ability to synthesize complex financial data into actionable insights
Strong written and verbal communication skills
Ability to work effectively in deadline-driven, cross-functional environments
Strong interest in capital planning, corporate finance, and strategic financial analysis
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to finance, strategy, and capital planning teams
Interview preparation for capital planning, finance, and strategic analysis roles
To learn more or express interest in capital planning and finance roles, visit:
https://www.careerlaunch.ai/