Asset Liability Management Sr. Analyst

Truist Financial
Charlotte
Full timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Analytical skills","Attention to detail","Accuracy","Independent work","Team collaboration"]

Support forecasting of the Truist balance sheet and net interest income with minimal supervision, using deep knowledge of loan products, pricing levers, and interest rate risk. Own monthly loan balance and NII forecast preparation, challenge assumptions, and present results to executive management. Partner with lines of business and finance to improve forecast accuracy, support CCAR and internal stress testing, and help drive forecasting and analytics initiatives.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
2 days ago

Asset Liability Management Sr. Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Support forecasting of the Truist balance sheet and net interest income with minimal supervision, using deep knowledge of loan products, pricing levers, and interest rate risk. Own monthly loan balance and NII forecast preparation, challenge assumptions, and present results to executive management. Partner with lines of business and finance to improve forecast accuracy, support CCAR and internal stress testing, and help drive forecasting and analytics initiatives.
Location: Charlotte
Employment Type: Full time · Permanent
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Prepare loan balance and net interest income (NII) forecasts monthly, documenting and challenging assumptions and explaining variances versus prior forecast and periods.
  • •Report forecasting results to executive management and provide standardized and ad-hoc analysis to support loan balance and pricing spread decisions.
  • •Partner with lines of business and finance to ensure forecast accuracy and precision.
  • •Execute CCAR and other internal stress testing routines and support related investor materials and talking points.
  • •Lead project management and change execution for key initiatives improving forecasting and analytics efficiency across Corporate Treasury.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceSavings Account401kPaid LeavePaid HolidaysPensionEquityDeferred Comp

Key Requirements

  • •3+ years of experience in finance, accounting, analytics and reporting, or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, or Business.
  • •2+ years of experience in Asset Liability Management or at a large financial institution.
  • •Ability to work effectively and independently in a team environment.
  • •Language fluency in English (required).
  • •Experience using financial analysis and forecasting to analyze interest income and balance sheet behavior.
Experience:3+ yearsFinancial servicesAsset liability managementBankingCorporate treasuryInterest rate riskRegulatory stress testingCCAR
Education:Bachelor's in Finance, Accounting, Statistics, Economics, Business
Skills:Analytical skillsAttention to detailAccuracyIndependent workTeam collaboration
Certifications:MBACFACPA
Languages:English
Tech Stack:Visual Basic (VB)Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointQRMHyperion Essbase

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn