Senior Balance Sheet Strategy Lead

CFA Institute; Chicago (IL); Hybrid; USD 164,600 - 288,000; Full time

Benefits offered by this job

401k and pension

Medical, dental, and vision benefits

Paid time off

Job summary

CFA Institute is seeking a Senior Balance Sheet Strategist in Chicago, IL. This role involves developing strategies to optimize the balance sheet across deposits and investments, partnering with Treasury functions, and supporting earnings growth.

The ideal candidate will have over 15 years of experience in Treasury or related fields, along with strong analytical and financial modeling skills. A hybrid work model offers flexibility between the office and home.

Qualifications

• 15+ years of experience in Treasury, ALM, Liquidity Risk, or related functions.
• Strong understanding of bank balance sheets and liquidity frameworks.
• Professional certifications such as CFA, FRM, or PRM are preferred.

Responsibilities

• Develop and maintain an integrated balance sheet strategy.
• Support deposit monetization strategies including pricing optimization.
• Produce and present balance sheet analytics for senior management.

Skills

Analytical skills

Financial modeling

Balance sheet management

Communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting, Statistics, or Mathematics

MBA or Master’s degree preferred

Tools

Excel

PowerPoint

Power BI

Job description

CFA Institute is seeking a Senior Balance Sheet Strategist in Chicago, IL. This role involves developing strategies to optimize the balance sheet across deposits and investments, partnering with Treasury functions, and supporting earnings growth.

The ideal candidate will have over 15 years of experience in Treasury or related fields, along with strong analytical and financial modeling skills. A hybrid work model offers flexibility between the office and home.