Asset Liability Management Senior Analyst

Charlotte, NC
Full-Time

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This senior level position supports the modeling of the Truist balance sheet with minimal supervision. The analyst will have extensive knowledge of Investments, loan products, deposits, long term debt products, and derivatives. The analysts will have experience forecasting net interest income and an understanding of the Company's sensitivity profile, duration gap analysis and other market value analytics.

Responsibilities may include:

1. Understanding how products are modeled in QRM in order to make improvements and add new products or techniques as necessary.

2. Analyzing risk exposures for products in different interest rate and stress testing environments.

3. Support monitoring and tracking of Investment and loan portfolios, deposit portfolios and long term debt overall as well as focus on understanding the specific attributes of these products.

4. Contribute towards analysis of key assumption sensitivities relevant to these products.

5. Perform analytical review of the products and understand key measures/drivers of interest rate risk.

6. Collaborate with internal resources and business partners to identify and implement improvements to existing data and analyses as well as support reconciliation efforts.

7. Producing reports to summarize balance and income forecast sensitivity profile and interest rate risk metrics.

8. Working with business units to create, support and document modeling assumptions.

9. Assist with CCAR modeling and testing as needed.

10. Work in SQL / Python / VBA and other querying language

Minimum Requirements:

1. 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business

2. 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting

3. Familiarity with QRM Balance Sheet Modeling software

Preferred:

1. A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation

2. General ledger experience

3. VB (Visual Basic) experience

4. Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

5. Knowledge and understanding of asset liability or liquidity management software, especially QRM

6. Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior

7. Strong analytical skills with high attention to detail and accuracy

8. Experience in financial statements, projections and financial modeling

9. Hyperion Essbase experience

10. Asset and Liability Management (ALM) experience

11. SQL and other querying language

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

PDN-a0622833-b010-4c10-9dfc-9e82b279b27a

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This senior level position supports the modeling of the Truist balance sheet with minimal supervision. The analyst will have extensive knowledge of Investments, loan products, deposits, long term debt products, and derivatives. The analysts will have experience forecasting net interest income and an understanding of the Company's sensitivity profile, duration gap analysis and other market value analytics.

Responsibilities may include:

1. Understanding how products are modeled in QRM in order to make improvements and add new products or techniques as necessary.

2. Analyzing risk exposures for products in different interest rate and stress testing environments.

3. Support monitoring and tracking of Investment and loan portfolios, deposit portfolios and long term debt overall as well as focus on understanding the specific attributes of these products.

4. Contribute towards analysis of key assumption sensitivities relevant to these products.

5. Perform analytical review of the products and understand key measures/drivers of interest rate risk.

6. Collaborate with internal resources and business partners to identify and implement improvements to existing data and analyses as well as support reconciliation efforts.

7. Producing reports to summarize balance and income forecast sensitivity profile and interest rate risk metrics.

8. Working with business units to create, support and document modeling assumptions.

9. Assist with CCAR modeling and testing as needed.

10. Work in SQL / Python / VBA and other querying language

Minimum Requirements:

1. 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business

2. 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting

3. Familiarity with QRM Balance Sheet Modeling software

Preferred:

1. A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation

2. General ledger experience

3. VB (Visual Basic) experience

4. Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

5. Knowledge and understanding of asset liability or liquidity management software, especially QRM

6. Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior

7. Strong analytical skills with high attention to detail and accuracy

8. Experience in financial statements, projections and financial modeling

9. Hyperion Essbase experience

10. Asset and Liability Management (ALM) experience

11. SQL and other querying language

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

PDN-a0622833-b010-4c10-9dfc-9e82b279b27a

About Truist

Care starts on the inside.


At Truist, our purpose is to inspire and build better lives and communities. And we do that through real, unwavering care. As part of that commitment to care, we’re creating an inclusive and energizing work environment that empowers teammates to learn, grow, and have fulfilling careers.


Why work at Truist?

· Be part of an inclusive culture. We actively recruit and train diverse talent. And not just because it’s the right thing to do—but because we’re inspired by the perspectives and experiences of people from different backgrounds.

· Balance your work and life. We offer flexible healthcare benefits, time off for vacation, wellness, and community service, and company-sponsored financial education programs. We want our teammates to lead full, healthy lives.

· Make meaningful connections. We see the future of financial services as one defined not only by technology, but by humanity. A true balance of innovation, inclusion, and conversation—cutting-edge and close-to-home. You'll be part of building it at Truist.


We’re looking for people with open hearts, big dreams, and new ways of thinking to take us to innovative places in banking. Join us.

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Apply For This Job
Asset Liability Management Senior Analyst
Truist
Charlotte, NC
Nov 18, 2025
Full-time
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