Asset Liability Management Associate or Senior Associate

Truist Financial
Charlotte
Full timeFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsSkills: ["Analytical skills","Attention to detail","Independent work","Teamwork","Accuracy"]

Serve as a subject matter expert in Asset Liability Management (ALM), forecasting the firm’s balance sheet and net interest income (NII) and monitoring interest rate sensitivity. Build monthly investment, funding, and hedging portfolio forecasts, produce standardized and ad-hoc analytics for strategic decisions, and support stress testing (including CCAR) and legal entity forecasts. Partner across Corporate Treasury and present results to executive leadership.

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Truist Financial
Truist Financial
2 months ago

Asset Liability Management Associate or Senior Associate

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Last checked: 2 days agoStatus: Live

Job Summary

Serve as a subject matter expert in Asset Liability Management (ALM), forecasting the firm’s balance sheet and net interest income (NII) and monitoring interest rate sensitivity. Build monthly investment, funding, and hedging portfolio forecasts, produce standardized and ad-hoc analytics for strategic decisions, and support stress testing (including CCAR) and legal entity forecasts. Partner across Corporate Treasury and present results to executive leadership.
Location: Charlotte
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Prepare monthly investment, funding, and hedging portfolio forecasts, documenting and challenging assumptions and explaining variances versus prior forecasts.
  • •Produce standardized and ad-hoc analysis to support strategic decisions for investment portfolios, swap portfolios, and funding management.
  • •Partner with Liquidity and Capital to ensure risk is managed holistically.
  • •Execute CCAR and other internal stress testing routines and quarterly bank legal entity forecasts.
  • •Support forecasting and analytics initiatives and help with quarter-end Investor Relations materials and talking points.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •5+ 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 Asset Liability Management (ALM) experience in a bank or large financial institution.
  • •Excellent analytical skills and strong knowledge of the bank’s balance sheet and interest rate sensitivity.
  • •Ability to work effectively and independently in a team environment.
  • •Demonstrated proficiency with Microsoft Office applications.
Experience:5+ yearsBankingFinancial services
Skills:Analytical skillsAttention to detailIndependent workTeamworkAccuracy
Certifications:CFA
Languages:English
Tech Stack:Microsoft OfficeExcelWordOutlookPowerPointSQLVisual BasicVBQRMHyperion EssbaseFinancial modelingForecastingStress testingCCAR

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