Senior Balance Sheet Management Analyst (BSIRRM-Change Management)

Reposted An Hour Ago
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Charlotte, NC, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Lead change-management work for balance sheet forecasting and interest rate risk within Corporate Treasury. Implement and maintain QRM models and data pipelines, manage global treasury activities (funding, liquidity, ALM, capital), produce complex reporting and analytics, ensure data quality and regulatory compliance, and collaborate with audit, risk, and external stakeholders to support risk mitigation strategies.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Senior Treasury Analyst to work in the Balance Sheet & Interest Rate Risk Management Group (BSIRRM) - Change Management team to assist in analysis and management of balance sheet forecasting and interest rate risk across a variety of applications within the Corporate Treasury division. BSIRRM performs quantitative analysis of the balance sheet behavior and has primary responsibility to measure interest rate risk (IRR) and design corresponding risk mitigation strategies. Team members 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:
  • Work on Change Management items related to QRM (front and back end-data, technical and operational) data delivery, and/or process automation
  • Own the implementation of various models and model updates through the QRM and data models that support Interest Rate Risk (IRR)
  • Manage and support global treasury activities including funding, liquidity risk management, asset and liability management, capital management, financial performance management, and related activities
  • Monitor and evaluate global market conditions and provide overall advisory on treasury finance risk
  • Be responsible for complex reporting and analytics on treasury finance metrics
  • Ensure accurate recurring deliverables are completed and compliant with various treasury risk management regulatory requirements
  • Ensure data quality and establish controlled processes
  • Collaborate with Internal Audit, Corporate Risk Management and Model Governance teams as well as outside parties including regulatory agencies, accounting and consulting firms
  • Make recommendations to more experienced group members and management
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
  • 4+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 2+ years of QRM (Quantitative Risk Management) system experience (front and back end-data, technical and operational) data delivery, and/or process automation
  • 2+ years of SQL experience and knowledge of how it works within QRM is preferred
  • Experience with market-traded instruments or other Treasury-related products
  • Familiarity with Interest Rate Risk (IRR) and valuation models
  • Strong analytical skills with high attention to detail and complex treasury reporting expertise
  • Strong understanding of valuation methodologies, control and risk frameworks
  • Experience in the financial industry and/or public accounting
  • Working toward CFA or CPA
  • Desire to learn new skills and apply those skills in driving the organization forward
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Excellent verbal, written, and interpersonal communication skills
Job Expectations:
  • This position offers a hybrid work schedule from our 401 S. Tryon Street, Charlotte, NC location.
  • Relocation assistance is not available for this position.
  • This position is not eligible for Visa sponsorship.
    Posting End Date:
    6 Sep 2026
    *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.
    #BI-Hybrid

    Skills Required

    • 4+ years of Treasury experience or equivalent
    • 2+ years of QRM (Quantitative Risk Management) system experience (front and back end data, technical and operational) data delivery, and/or process automation
    • 2+ years of SQL experience and knowledge of how it works within QRM
    • Experience with market-traded instruments or other Treasury-related products
    • Familiarity with Interest Rate Risk (IRR) and valuation models
    • Strong analytical skills with high attention to detail and complex treasury reporting expertise
    • Strong understanding of valuation methodologies, control and risk frameworks
    • Experience in the financial industry and/or public accounting
    • Working toward CFA or CPA
    • Excellent verbal, written, and interpersonal communication skills
    • Ability to work effectively in a team environment and across all organizational levels
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    The Company
    HQ: San Francisco, CA
    205,000 Employees
    Year Founded: 1852

    What We Do

    Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

    Why Work With Us

    We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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