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Senior Asset Liability Associate

Westlake Village, California;

Job Description:

Balance Sheet and Management (BSM) 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 BSM 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.

BSM 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.

The Mortgage Pricing and Analytics team within Balance Sheet Management focuses on Break-Even pricing, analyzing mortgage data, providing ROE Analytics for LOB.  Key responsibilities include sourcing and analyzing loan data from upstream systems, working with the business partners to produce Returns framework, partnering with LOB/Finance regarding the loan portfolio strategy and performance as well as various ad-hoc analysis.

Required Skills:

·         Bachelor’s degree (quantitative finance, financial analysis, computer science, economics, or business administration) - or related work experience

·         Excellent analytical and complex problem resolution skills

·         Understanding of mortgage market dynamics, interest rates, accounting, and financial products

·         Proficient in MS Office tools, especially Microsoft Excel (v look ups, pivot tables)

·         Inquisitive, willing to challenge the status quo and strive to improve processes

·         Ability to meet strict timelines and ability to work with a high level of autonomy and make well-reasoned decisions

·         Team oriented

·         Strong communication/interpersonal skills

Desired Skills:

 Mortgage experience

·         SQL

·         Python

·         C+

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Balance Sheet and Management (BSM) 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 BSM 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.

BSM 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.

The Mortgage Pricing and Analytics team within Balance Sheet Management focuses on Break-Even pricing, analyzing mortgage data, providing ROE Analytics for LOB.  Key responsibilities include sourcing and analyzing loan data from upstream systems, working with the business partners to produce Returns framework, partnering with LOB/Finance regarding the loan portfolio strategy and performance as well as various ad-hoc analysis.

Required Skills:

·         Bachelor’s degree (quantitative finance, financial analysis, computer science, economics, or business administration) - or related work experience

·         Excellent analytical and complex problem resolution skills

·         Understanding of mortgage market dynamics, interest rates, accounting, and financial products

·         Proficient in MS Office tools, especially Microsoft Excel (v look ups, pivot tables)

·         Inquisitive, willing to challenge the status quo and strive to improve processes

·         Ability to meet strict timelines and ability to work with a high level of autonomy and make well-reasoned decisions

·         Team oriented

·         Strong communication/interpersonal skills

Desired Skills:

 Mortgage experience

·         SQL

·         Python

·         C+

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21059649

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Davon Calloway

Referral Bonus:

0