Manager, Financial Strategy (Balance Sheet & NIM), Central Treasury Unit

Posted 23 Days Ago
Be an Early Applicant
Singapore, SGP
In-Office
Senior level
Financial Services
The Role
Supports Group-wide balance sheet management and financial performance initiatives through financial analysis, scenario modeling, forecasting, budgeting, management reporting, and dashboard development. Partners with Treasury, Finance, Risk, and business teams to assess NII, NIM, profitability, funding, and market trends. Maintains data integrity and financial models while enhancing reporting tools, automation, visualization, and AI-driven analytics.
Summary Generated by Built In
Company: 1011 United Overseas Bank Ltd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.


Job Description

Job Responsibilities

The candidate will join the Balance Sheet & NIM Team and support balance sheet management and financial performance initiatives across the Group.

Key responsibilities include:

  • Perform financial analysis on balance sheet, funding, asset growth, and interest rate scenarios. Conduct sensitivity and scenario analysis to identify trends, risks, and opportunities and provide actionable insights to management.
  • Ensure data accuracy, consistency, and integrity across various reports, forecasts, and analytical models.
  • Support the development and maintenance of financial models to assess balance sheet performance, Net Interest Income (NII), Net Interest Margin (NIM), and profitability trends across business segments and geographies.
  • Assist in budgeting, forecasting, and planning exercises by gathering data, validating assumptions, and supporting analyses of financial performance against targets.
  • Prepare regular management reports, presentations, and dashboards for senior stakeholders, highlighting key drivers of financial performance and balance sheet movements.
  • Partner with Treasury, Finance, Risk, and Business stakeholders to support planning and forecasting activities, perform ad hoc analyses, and facilitate decision-making.
  • Monitor industry trends, market developments, competitor performance, and macroeconomic indicators to identify implications for the Group's balance sheet strategy and financial performance.
  • Support the enhancement of analytical tools, reporting capabilities, and data infrastructure for balance sheet and profitability management. Participate in automation, data visualization, and AI-driven analytics initiatives where applicable.

Job Requirements

  • Degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, Data Science or a related discipline.
  • At least 3 years of relevant experience in banking, treasury finance, financial planning & analysis, ALM, balance sheet management, strategy, or related functions.
  • Proficient in Microsoft Excel and PowerPoint, with strong ability to analyze and navigate datasets, develop automated spreadsheets, and create refreshable reporting tools that improve efficiency and accuracy.
  • Strong proficiency in leveraging AI tools such as Microsoft Copilot to enhance productivity, streamline workflows, and transform complex business data into actionable insights for decision-making.
  • Understanding of banking products, Net Interest Income (NII), Net Interest Margin (NIM), and key balance sheet drivers. Experience in financial modelling, forecasting, budgeting, and management reporting is an added advantage.
  • Self-motivated, proactive, and detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
  • Strong communication and stakeholder management skills, with the ability to collaborate effectively across Finance, Treasury, Risk, and Business teams.

Familiarity with data analytics and coding tools such as Power BI, Python, and SQL is advantageous.

Additional Requirements

Job Responsibilities
The candidate will join the Balance Sheet & NIM Team and support balance sheet management and financial performance initiatives across the Group. Key responsibilities include:
Perform financial analysis on balance sheet, funding, asset growth, and interest rate scenarios. Conduct sensitivity and scenario analysis to identify trends, risks, and opportunities and provide actionable insights to management.
Ensure data accuracy, consistency, and integrity across various reports, forecasts, and analytical models.
Support the development and maintenance of financial models to assess balance sheet performance, Net Interest Income (NII), Net Interest Margin (NIM), and profitability trends across business segments and geographies.
Assist in budgeting, forecasting, and planning exercises by gathering data, validating assumptions, and supporting analyses of financial performance against targets.
Prepare regular management reports, presentations, and dashboards for senior stakeholders, highlighting key drivers of financial performance and balance sheet movements.
Partner with Treasury, Finance, Risk, and Business stakeholders to support planning and forecasting activities, perform ad hoc analyses, and facilitate decision-making.
Monitor industry trends, market developments, competitor performance, and macroeconomic indicators to identify implications for the Group's balance sheet strategy and financial performance.
Support the enhancement of analytical tools, reporting capabilities, and data infrastructure for balance sheet and profitability management. Participate in automation, data visualization, and AI-driven analytics initiatives where applicable.
Job Requirements
Degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, Data Science or a related discipline.At least 3 years of relevant experience in banking, treasury finance, financial planning & analysis, ALM, balance sheet management, strategy, or related functions.
Proficient in Microsoft Excel and PowerPoint, with strong ability to analyze and navigate datasets, develop automated spreadsheets, and create refreshable reporting tools that improve efficiency and accuracy.
Strong proficiency in leveraging AI tools such as Microsoft Copilot to enhance productivity, streamline workflows, and transform complex business data into actionable insights for decision-making.
Understanding of banking products, Net Interest Income (NII), Net Interest Margin (NIM), and key balance sheet drivers.
Experience in financial modelling, forecasting, budgeting, and management reporting is an added advantage.
Self-motivated, proactive, and detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
Strong communication and stakeholder management skills, with the ability to collaborate effectively across Finance, Treasury, Risk, and Business teams. Familiarity with data analytics and coding tools such as Power BI, Python, and SQL is advantageous.

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference

Skills Required

  • Degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, Data Science, or a related discipline
  • At least 3 years of relevant experience in banking, treasury finance, financial planning and analysis, ALM, balance sheet management, strategy, or related functions
  • Proficiency in Microsoft Excel and PowerPoint, including dataset analysis, automated spreadsheets, and refreshable reporting tools
  • Strong proficiency using AI tools such as Microsoft Copilot
  • Understanding of banking products, Net Interest Income, Net Interest Margin, and key balance sheet drivers
  • Experience in financial modeling, forecasting, budgeting, and management reporting
  • Self-motivated, proactive, detail-oriented, and able to manage multiple priorities
  • Strong communication and stakeholder management skills across Finance, Treasury, Risk, and Business teams
  • Familiarity with Power BI, Python, and SQL
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The Company
HQ: Singapore
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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