Balance Sheet Management Analyst, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Treasury 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. Balance Sheet and Interest Rate Risk (BSIRRM) Group performs quantitative analysis of the balance sheet behavior and has primary responsibility to measure interest rate risk (IRR) and design corresponding risk mitigation strategies.

Job Responsibility:

Support the preparation of forecast and interest rate risk analytics and reporting
Ensure recurring deliverables are completed accurately/timely specific to Planning, Market Value, Funds Transfer Pricing, Governance & Oversight
Work on complex model development via extracting, analyzing and summarizing data reports providing insightful data-driven recommendations
Collaborate with Interest Rate Risk Strategy and Product Strategy/Analytics teams related to analytical insights, business products and activities
Engage across Change Management and various Technology partners assisting with production implementation and transformation efforts
Assist in the continued development, maintenance and execution of the Governance & Oversight framework

Requirements:

2+ years of Treasury experience, or equivalent demonstrated through work experience, training, military experience, education
BS/BA degree or higher in Finance, Accounting, Statistics, Economics or Business
Experience with SQL, Python, PowerBI, Essbase/Smartview and third-party systems, including QRM
2+ years of Finance, Corporate Treasury or Investment Portfolio experience
Strong understanding of financial institution balance sheet construction, key risk areas, and financial forecasting
Experience executing financial analytics processes with high governance expectations, including transformational change in key processes, efficiency efforts, and leading cross-functional deliverable execution
Strong analytical skills with high attention to detail and accuracy, along with a problem-solving mindset
Strong written and verbal communication skills, ability to present complex concepts to senior management

Nice to have:

Experience with SQL, Python, PowerBI, Essbase/Smartview and third-party systems, including QRM
Strong understanding of financial institution balance sheet construction, key risk areas, and financial forecasting
Experience executing financial analytics processes with high governance expectations

What we offer:

Equal opportunity employment
Accommodation for applicants with disabilities
Drug free workplace

Additional Information:

Job Posted:
September 23, 2025

Expiration:
September 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Balance Sheet Management Analyst