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Balance Sheet Management Analyst

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Balance Sheet Management Analyst to support the preparation of forecast and interest rate risk analytics and reporting for use by senior management to evaluate the company's balance sheet and NII forecast.

Job Responsibility:

  • Engage in balance sheet forecasting efforts for commercial loan and capital markets products
  • Validate model input and output, research and reconcile forecast results
  • Develop understanding of commercial loan and capital market products, model assumptions, and management judgement
  • Support ongoing transformation efforts to improve and automate processes
  • Collaborate with Internal Audit, Corporate Risk Management and Model Governance teams

Requirements:

  • 2+ years of Treasury experience
  • Bachelor's degree in finance, Accounting, Economics, Mathematics or some other quantitative field
  • Knowledge and understanding of bank balance sheet products
  • Experience in balance sheet forecasting and/or interest rate risk analysis
  • Demonstrated effective verbal, written, and interpersonal communication skills
  • Ability to multi-task and prioritize in a fast-paced environment when deadline demands
  • Proficient with Microsoft Excel, Word, Outlook and Power Point
  • Experience with Power BI, Essbase/SmartView and FAST Dodeca

Nice to have:

Experience with Power BI, Essbase/SmartView and FAST Dodeca

What we offer:
  • Equal opportunity employment
  • Disability accommodation
  • Drug free workplace

Additional Information:

Job Posted:
August 28, 2025

Expiration:
August 30, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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