Balance Sheet Management Analyst (BSIRRM-Operations)

About this role:

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.

Treasury at Wells Fargo is a dynamic team that is responsible for managing Wells Fargo's balance sheet including capital, liquidity, funding, and interest rate risk management. Treasury seeks to ensure Wells Fargo always maintains sufficient capital and liquidity resources to support growth in the Company's businesses, while also ensuring a satisfactory financial cushion exists to protect against unforeseen stresses in the economic environment or the Company's operations. Treasury also provides regulators, senior leaders, and the Board of Directors with key information to support risk management, financial performance management, and strategic planning

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. Employees oversee the IRR simulation models, provide management with insight concerning changes that they see in the risk profile, and contribute to the generation of risk management strategies.

In this role, you will:

• Ensure recurring deliverables are completed accurately/timely specific but not limited to Planning, Market Value (MV), Funds Transfer Pricing (FTP), Governance & Oversight in compliance with various Treasury Risk Management requirements
• Work on complex model development via extracting, analyzing and summarizing data reports providing insightful data-driven recommendations for stakeholder decision making
• Collaborate with Interest Rate Risk Strategy and Product Strategy / Analytics teams related to analytical insights, business products and activities, generating attribution and ad-hoc analysis
• Engage across Change Management and various Technology partners assisting with production implementation and transformation efforts and enhancing analytical processes
• Assist in the continued development, maintenance and execution of the Governance & Oversight framework

Required Qualifications:

• 2+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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

Posting End Date:
8 Sep 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Client-provided location(s): Charlotte, NC

Job ID: WellsFargo-R-476546

Employment Type: FULL_TIME

Posted: 2025-09-03T18:08:28