Senior ALM Forecasting & Analytics Specialist

Charles Schwab; Westlake (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Sabbatical after 5 years

Job summary

Charles Schwab is seeking an ALM analytics professional to support Net Interest Income forecasting and balance sheet projections. As an individual contributor in TCM ALM Analytics, you will build and validate models, automate processes, and provide analyses to inform investment decisions.

The role requires 2+ years in ALM or related finance functions, a Bachelor's in Finance or quantitative field, and proficiency with Python/SQL and forecasting tools. Hybrid work model offered.

Qualifications

• 2+ years in ALM, Treasury, or related quantitative finance roles.
• Bachelor's degree required; master's preferred in Finance or quantitative field.
• Strong desire to learn and develop new financial concepts and skills.
• Experience with balance sheet projection tools and forecasting apps.

Responsibilities

• Build, maintain, and validate models for balance sheet and NIR forecasting.
• Model balance sheet items and suggest improvements.
• Automate processes to improve efficiency and accuracy.
• Provide complex analyses and support ALM reporting dashboards.
• Communicate results to senior management with clear insights.

Skills

ALM

NII Forecasting

Python

SQL

Excel

Capital Markets

Data Analysis

Communication

Education

Bachelor's degree in Finance or quantitative field

Master's degree preferred

Tools

Python

SQL

Power BI

Tableau

Treasury Systems

Job description

Charles Schwab is seeking an ALM analytics professional to support Net Interest Income forecasting and balance sheet projections. As an individual contributor in TCM ALM Analytics, you will build and validate models, automate processes, and provide analyses to inform investment decisions.

The role requires 2+ years in ALM or related finance functions, a Bachelor's in Finance or quantitative field, and proficiency with Python/SQL and forecasting tools. Hybrid work model offered.