This job is expired.

Senior Asset Liability Management 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:

The ALM Senior Analyst will be responsible for consolidation and reporting of the firm’s balance sheet and net interest income.

The candidate will be part of the ALM Consolidation team, within the ALM group, which leads the balance sheet and NII consolidation for baseline and stress scenarios. The team develops key reports and analytics that are leveraged in the strategic and risk oversight and reporting of balance sheet products across assets and liabilities. Additionally, the team also engages in project initiatives to improve overall efficiency within the Corporate Treasury.

ALM group, which is a part of the Corporate Treasury function, is responsible for balance sheet and NII forecasting and providing senior management with accurate and timely forecast analysis. The analysis carried out by this team provides a framework for Truist to position its balance sheet in accordance with its risk appetite and expectations for changes in market dynamics.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Support monthly ALM financial close oversight and forecast consolidation processes.
  • Reporting and governance of balance and net interest income forecast risk exposures for forecast and stress testing scenarios.
  • Perform analytical review of the products and understand key measures/drivers of forecast and stress testing scenario variances.
  • Subject matter expert on accounting and regulatory reporting requirements and reporting processes for assigned area of responsibility.
  • Support monitoring and tracking of investments, loans, deposits, and long-term debt overall as well as focus on understanding the specific attributes of these products.
  • Support reporting and analysis to additional constituencies, including leadership and committees.

QUALIFICATIONS
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s degree in finance, Business, Accounting, or Economics
  • 3+ years of experience in banking; 2+ years in asset/liability management (ALM).
  • Ability to work effectively, as well as independently, in a team environment.

Preferred Qualifications:

  • Master of Business Administration (MBA), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) Designation
  • Knowledge and understanding of asset liability or liquidity management software, especially QRM.
  • General ledger experience
  • Hyperion Essbase experience
  • Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Basic computer programming skills (Python, MatLab, SAS, VBA, etc.)
  • Knowledge and understanding of financial analysis, forecasting, and analyzing interest income and balance sheet.
  • Strong analytical skills with high attention to detail and accuracy

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 Pay Transparency Nondiscrimination Provision E-Verify

PDN-9f66b22d-fc9f-42b0-b13d-c32246130484

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:

The ALM Senior Analyst will be responsible for consolidation and reporting of the firm’s balance sheet and net interest income.

The candidate will be part of the ALM Consolidation team, within the ALM group, which leads the balance sheet and NII consolidation for baseline and stress scenarios. The team develops key reports and analytics that are leveraged in the strategic and risk oversight and reporting of balance sheet products across assets and liabilities. Additionally, the team also engages in project initiatives to improve overall efficiency within the Corporate Treasury.

ALM group, which is a part of the Corporate Treasury function, is responsible for balance sheet and NII forecasting and providing senior management with accurate and timely forecast analysis. The analysis carried out by this team provides a framework for Truist to position its balance sheet in accordance with its risk appetite and expectations for changes in market dynamics.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Support monthly ALM financial close oversight and forecast consolidation processes.
  • Reporting and governance of balance and net interest income forecast risk exposures for forecast and stress testing scenarios.
  • Perform analytical review of the products and understand key measures/drivers of forecast and stress testing scenario variances.
  • Subject matter expert on accounting and regulatory reporting requirements and reporting processes for assigned area of responsibility.
  • Support monitoring and tracking of investments, loans, deposits, and long-term debt overall as well as focus on understanding the specific attributes of these products.
  • Support reporting and analysis to additional constituencies, including leadership and committees.

QUALIFICATIONS
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s degree in finance, Business, Accounting, or Economics
  • 3+ years of experience in banking; 2+ years in asset/liability management (ALM).
  • Ability to work effectively, as well as independently, in a team environment.

Preferred Qualifications:

  • Master of Business Administration (MBA), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) Designation
  • Knowledge and understanding of asset liability or liquidity management software, especially QRM.
  • General ledger experience
  • Hyperion Essbase experience
  • Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Basic computer programming skills (Python, MatLab, SAS, VBA, etc.)
  • Knowledge and understanding of financial analysis, forecasting, and analyzing interest income and balance sheet.
  • Strong analytical skills with high attention to detail and accuracy

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 Pay Transparency Nondiscrimination Provision E-Verify

PDN-9f66b22d-fc9f-42b0-b13d-c32246130484

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.

Related Jobs

Apply For This Job
Senior Asset Liability Management Analyst
Truist
Charlotte, NC
Jul 16, 2025
Full-time
Your Information
First Name *
Last Name *
Email Address *
This email belongs to another account. Please use a diferent email address or Sign In.
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Ace your interview with
AI-powered interview practice

Get comfortable talking to hiring managers, receive personalized feedback on areas for improvement, sharpen your ability to answer the most common questions, and build confidence in formulating strong responses on the spot. Click the button below to begin your three free virtual interviews!

©2025 International Association of Women.
Powered by TalentAlly.