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Senior Asset Liability Analyst

Charlotte, North Carolina

Job Description:

Balance Sheet and Management and Treasury Finance (BSMTF) is a division within the CFO group responsible for providing executive management with accurate and timely forecasts of the balance sheet and net interest income (NII). Another critical BSMTF function is the measurement and analysis of Interest Rate Risk (IRR) using various methods.  This information provides the framework that allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates. 

BSMTF maintains close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. These partnerships focus on the following: (1) balance sheet composition and interest rate risk strategy, (2) strategic planning for the company’s three-year outlook with Corporate Planning and Finance, (3) setting the right strategy to accurately measure the profitability of assets and liabilities to ensure efficient usage of the balance sheet, (4) stress testing the balance sheet under adverse economic scenarios with the Global Stress Testing team and, (5) producing the balance sheet and NII forecast in coordination with the Line of Business and Global Liquidity Management for the Global Resolution and Recovery Planning exercise.

Responsibilities:

  • Preparation and oversight of various reporting processes, including understanding how the balance sheet and NII forecast has changed over various periods of time

  • Preparing summary level materials for Executive management and coordinating with the BSMTF forecast team and other business partners on these deliverables. The timelines for most of the reporting deliverables range anywhere from daily to quarterly

  • Develop business partner relationships with other associates in BSMTF, Corporate Treasury and LOB Finance teams

  • Throughout the tenure of the role, the teammate should gain exposure and acumen in Balance Sheet Management, Corporate Treasury and other Finance areas of the organization, and develop or improve the following skills:  Analytical ability, financial acumen, attention to detail, communication, relationship building

Required Skills and Experience:

  • BS/BA (Finance/Accounting preferred) - or related work experience

  • 2-4 years experience in accounting or financial services

  • Advanced Excel, modeling, data manipulation

  • Comfort working with complex Financial Products

  • Financial statement analysis experience

  • Analytical abilities/financial acumen/problem solving

  • Proven track record of being resourceful and taking initiative

  • Strong communication skills, both written and verbal

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2000

Job Description:

Balance Sheet and Management and Treasury Finance (BSMTF) is a division within the CFO group responsible for providing executive management with accurate and timely forecasts of the balance sheet and net interest income (NII). Another critical BSMTF function is the measurement and analysis of Interest Rate Risk (IRR) using various methods.  This information provides the framework that allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates. 

BSMTF maintains close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. These partnerships focus on the following: (1) balance sheet composition and interest rate risk strategy, (2) strategic planning for the company’s three-year outlook with Corporate Planning and Finance, (3) setting the right strategy to accurately measure the profitability of assets and liabilities to ensure efficient usage of the balance sheet, (4) stress testing the balance sheet under adverse economic scenarios with the Global Stress Testing team and, (5) producing the balance sheet and NII forecast in coordination with the Line of Business and Global Liquidity Management for the Global Resolution and Recovery Planning exercise.

Responsibilities:

  • Preparation and oversight of various reporting processes, including understanding how the balance sheet and NII forecast has changed over various periods of time

  • Preparing summary level materials for Executive management and coordinating with the BSMTF forecast team and other business partners on these deliverables. The timelines for most of the reporting deliverables range anywhere from daily to quarterly

  • Develop business partner relationships with other associates in BSMTF, Corporate Treasury and LOB Finance teams

  • Throughout the tenure of the role, the teammate should gain exposure and acumen in Balance Sheet Management, Corporate Treasury and other Finance areas of the organization, and develop or improve the following skills:  Analytical ability, financial acumen, attention to detail, communication, relationship building

Required Skills and Experience:

  • BS/BA (Finance/Accounting preferred) - or related work experience

  • 2-4 years experience in accounting or financial services

  • Advanced Excel, modeling, data manipulation

  • Comfort working with complex Financial Products

  • Financial statement analysis experience

  • Analytical abilities/financial acumen/problem solving

  • Proven track record of being resourceful and taking initiative

  • Strong communication skills, both written and verbal

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21043792

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Joanna Blake

Referral Bonus:

2000

Street Address

Primary Location:
100 N TRYON ST, NC, Charlotte, 28255