Capital Management Analyst

Socket.dev; Edmonton; Hybrid; CAD 85,000 - 110,000; Full time

Job summary

ATB Financial in Canada is seeking a Capital Management Analyst to drive the monthly Economic Capital reporting and support Regulatory Capital. You will leverage Python and SQL to build models, maintain data pipelines, and create dashboards for executive decision-making.

The role involves cross-functional collaboration, data governance, and forecasting support, with a hybrid on-site schedule and exposure to Monte Carlo simulations.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Computer Science, Mathematics or related field; CFA/FRM/PRM designation is a strong asset.
• High proficiency in Python (Jupyterlab) and SQL (Google BigQuery) for data manipulation and financial modeling.
• Experience navigating cloud environments such as GCP and maintaining Google Sheet workbooks for reporting.
• Solid understanding of Finance, Banking, Capital Management, EC, EL, RC, and Monte Carlo simulations.
• Strong analytical skills to process large datasets, perform trend and sensitivity analysis, and document model outputs clearly.
• Attention to detail in validating data inputs from multiple sources into centralized EC reporting systems.

Responsibilities

• Manage the end-to-end monthly Economic Capital reporting lifecycle to ensure timely and accurate metrics for key stakeholders.
• Maintain data pipelines and execute modeling workflows to produce robust analytical insights across capital portfolios.
• Develop and maintain capital dashboards and executive reports to support strategic risk management and executive decision-making.
• Monitor credit quality, perform trend analysis, and track portfolio dynamics to support risk assessment and capital allocation.
• Partner with internal teams to integrate risk parameters and ensure comprehensive coverage of banking book exposure.
• Support data governance standards, promotion of validated data assets, and continuous optimization of reporting processes.
• Contribute to quarterly capital forecasts, annual budget preparation, and early warning signal analysis.

Skills

Python

SQL

BigQuery

Data analysis

GCP

Financial modeling

Monte Carlo simulations

Education

Bachelor’s degree in Business, Finance, Economics, Computer Science, Mathematics

CFA/FRM/PRM designation in progress

Tools

Google BigQuery

Google Cloud Platform (GCP)

JupyterLab

Google Sheets

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you’re empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We’re on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the Role

As ATB’s next Capital Management Analyst, you will be the core driver of our monthly Economic Capital (EC) reporting process, while also providing critical cross-functional support for Regulatory Capital (RC). You will leverage modern data platforms to run Monte Carlo simulations, update forecasting models, and ensure that ATB's capital metrics are accurately calculated, tracked, and visualized to support strategic decision-making.

Accountabilities

• Economic Capital Reporting: Manage the end-to-end monthly Economic Capital reporting lifecycle to ensure timely and accurate metrics for key stakeholders.
• Data Management & Analytics: Maintain data pipelines and execute modeling workflows to produce robust analytical insights across capital portfolios.
• Performance Visualizations & Reporting: Develop and maintain capital dashboards and executive reports to support strategic risk management and executive decision-making.
• Portfolio & Trend Monitoring: Monitor credit quality, perform trend analysis, and track portfolio dynamics to support risk assessment and capital allocation.
• Cross-Functional Integration: Partner with internal teams to integrate risk parameters and ensure comprehensive coverage of banking book exposure.
• Governance & Process Improvement: Support data governance standards, promotion of validated data assets, and continuous optimization of reporting processes.
• Planning & Forecasting Support: Contribute to quarterly capital forecasts, annual budget preparation, and early warning signal analysis.

Knowledge, Skills and Experience

• Education: Bachelor’s degree in Business, Finance, Economics, Computer Science, Mathematics, or a related discipline. Progress towards a CFA, FRM, or PRM designation is considered a strong asset.
• Technical Acumen: High proficiency in Python (Jupyterlab) and SQL (Google BigQuery) for complex data manipulation and financial modeling.
• Systems Experience: Experience navigating cloud environments such as GCP, executing monthly reporting processes, and maintaining complex Google Sheet workbooks.
• Domain Knowledge: Solid foundational understanding of Finance and Banking. Knowledge and experience in Capital Management, Economic Capital (EC), Expected Loss (EL), Regulatory Capital (RC), and Monte Carlo simulations are highly preferred.
• Analytical Skills: Strong ability to analyze large datasets, perform trend and sensitivity analysis, and document model outputs clearly for stakeholders.
• Attention to Detail: Meticulous approach to data validation, ensuring inputs from varying financial sources accurately flow into our centralized EC reporting systems.

Workplace Arrangement

This position has a hybrid work arrangement. On average, this means 2-3 days on‑site per week. Please note that this is subject to change due to business priorities.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.