Senior ALM Analyst: Balance Sheet Modeling & NII Forecasting

Truist; Charlotte (NC); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

Truist seeks a senior-level analyst to model the balance sheet with minimal supervision. The role requires deep knowledge of investments, loans, deposits, long-term debt, and derivatives, plus forecasting net interest income and sensitivity analyses.

You will identify improvements to products and techniques, analyze risk exposures, and produce reports summarizing balance and income forecast sensitivities and interest-rate risk metrics. Collaboration with business units is essential.

Qualifikationen

• BS/BA in Finance, Accounting, Statistics, Economics or Business.
• MBA/CFA/CPA designation is a plus.
• 2+ years in Asset Liability Management or large financial institution.
• Strong analytics, forecasting, and reporting skills.

Aufgaben

• Model products in QRM and develop new modeling techniques.
• Analyze risk exposures under different rate and stress scenarios.
• Monitor Investment, loan, and deposit portfolios and long-term debt; understand product attributes.
• Analyze key assumption sensitivities for these products.
• Perform analytical reviews of products and drivers of interest rate risk.
• Collaborate with internal resources to enhance data and analyses; support reconciliation.

Kenntnisse

Teamwork

Analytical skills

Attention to detail

Financial analysis

Independent work

Ausbildung

BS/BA in Finance or related

MBA/CFA/CPA (preferred)

Tools

QRM

Visual Basic (VB)

Hyperion Essbase

Excel

PowerPoint

Jobbeschreibung

Truist seeks a senior-level analyst to model the balance sheet with minimal supervision. The role requires deep knowledge of investments, loans, deposits, long-term debt, and derivatives, plus forecasting net interest income and sensitivity analyses.

You will identify improvements to products and techniques, analyze risk exposures, and produce reports summarizing balance and income forecast sensitivities and interest-rate risk metrics. Collaboration with business units is essential.