Senior AVP, Balance Sheet & NII Forecasting

STATE STREET CORPORATION; Boston (MA); On-site; USD 80,000 - 140,000; Full time

Job summary

State Street Corporation seeks an Assistant Vice President for Balance Sheet & NII Forecasting to own the liability-side forecasting process using QRM and collaborate with Treasury, Finance, Risk, and business units. The role focuses on analyzing drivers, communicating findings, and supporting balance sheet optimization.

You will deliver analyses and recommendations on funding strategies, hedging, capital allocation, and ad-hoc Treasury initiatives while preparing executive-level presentations

Qualifications

• 3-5+ years of experience in financial services, with Treasury, ALM, balance sheet management, forecasting, or related experience preferred.
• Experience with QRM or similar asset liability management and forecasting platforms required.
• Strong understanding of banking products, financial markets, and the regulatory environment affecting balance sheet management.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with data analytics and automation tools is preferred.

Responsibilities

• Own monthly liability-side of balance sheet and Net Interest Income (NII) forecasting process using QRM, incorporating inputs from business units.
• Analyze and communicate the primary drivers of forecast performance, including variances relative to prior forecasts, strategic plans, and actual results.
• Develop analyses and recommendations to support balance sheet management, funding strategy, hedging and capital allocation, and ad-hoc Treasury initiatives.
• Partner with Treasury, Finance, Risk Management, and business units to identify risks, opportunities, and forecasting trends.
• Prepare and deliver executive-ready presentations for senior management, governance forums, and committee meetings.
• Support quarterly earnings processes by analyzing actual performance and forecast accuracy; provide forward-looking insights.
• Contribute to forecasting methodologies, models, controls, and reporting processes to improve efficiency and transparency.
• Respond to ad hoc analyses and strategic initiatives with timely, well-supported recommendations.
• Foster cross-functional collaboration and balance strategic objectives with financial performance and risk.

Skills

Quantitative analysis

Analytical thinking

Communication

Problem solving

Stakeholder management

Education

Bachelor's degree in Finance, Economics, Mathematics, Accounting, Engineering

Advanced degree preferred

Tools

Excel

PowerPoint

Data analytics tools

Automation tools

Job description

State Street Corporation seeks an Assistant Vice President for Balance Sheet & NII Forecasting to own the liability-side forecasting process using QRM and collaborate with Treasury, Finance, Risk, and business units. The role focuses on analyzing drivers, communicating findings, and supporting balance sheet optimization.

You will deliver analyses and recommendations on funding strategies, hedging, capital allocation, and ad-hoc Treasury initiatives while preparing executive-level presentations