Capital Planning Specialist

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Capital Planning Specialist 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 roles focused on capital forecasting, allocation, and strategic financial planning within financial institutions or asset management firms.

Actual openings may vary based on employer type (asset manager, bank, investment firm, or financial services organization), regulatory environment, and capital structure complexity.

For more information on the Career Launch AI Talent Network, visit:

Position Overview

Capital Planning Specialists support the development, execution, and monitoring of capital plans that align business strategy, regulatory requirements, and financial performance. The role focuses on analyzing capital needs, stress scenarios, and resource allocation to ensure financial resilience and strategic flexibility.

This position requires close collaboration with finance, risk, treasury, strategy, and senior management teams.

Key Responsibilities

Support capital planning, forecasting, and budgeting processes across business lines

Analyze capital adequacy, funding needs, and balance sheet utilization

Build and maintain capital models, forecasts, and scenario analyses

Support stress testing, sensitivity analysis, and downside risk assessments

Monitor capital metrics, limits, and key performance indicators

Assist with regulatory capital planning and internal governance requirements

Partner with finance, risk, treasury, and business teams on capital-related initiatives

Prepare capital planning materials, dashboards, and reports for senior management

Identify inefficiencies, constraints, or optimization opportunities in capital usage

Support strategic initiatives such as growth planning, acquisitions, or restructuring

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field

Strong understanding of capital markets, financial statements, and balance sheet mechanics

Experience or exposure to capital planning, financial planning & analysis (FP&A), treasury, or risk management (preferred but not required)

Strong analytical and modeling skills with high attention to detail

Proficiency in Excel; familiarity with financial modeling tools, SQL, Python, or VBA is a plus

Ability to manage complex data and multiple assumptions across scenarios

Clear written and verbal communication skills

Ability to work effectively in fast-paced, deadline-driven environments

Comfort collaborating with senior stakeholders

Strong interest in financial strategy, capital optimization, and risk management

About the Career Launch AI Talent Network

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, treasury, and strategy teams

Interview preparation for capital planning, FP&A, and financial strategy roles

To learn more or express interest in capital planning and financial strategy roles, visit: