Wells Fargo

Senior Balance Sheet Management Analyst (BSIRRM-Change Management)

Wells Fargo$95K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of Treasury experience or equivalent work/training/military experience
  • 2+ years of experience with QRM data systems and process automation
  • Proficiency in SQL, particularly as it relates to QRM
  • Familiarity with Interest Rate Risk (IRR) and valuation models
  • Strong analytical skills and expertise in complex treasury reporting
  • Understanding of valuation methodologies and risk frameworks
  • Experience in the financial industry or public accounting

Responsibilities

  • Contribute to Change Management related to QRM data delivery and process automation
  • Implement and update various models supporting Interest Rate Risk (IRR)
  • Manage global treasury activities, including funding and liquidity risk management
  • Monitor global market conditions to advise on treasury finance risk
  • Produce complex reports and analytics on treasury finance metrics
  • Ensure compliance with treasury risk management regulations and quality of data
  • Collaborate with internal and external teams for improved risk management

Benefits

  • Hybrid work schedule from Charlotte, NC location
  • Opportunity to work with a dynamic team in a key financial area
Full Job Description

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:

    15 Aug 2026

    *Job posting may come down early due to volume of applicants.

    About Wells Fargo

    Wells Fargo Careers

    Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

    Work You’ll Do

    At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

    Explore a Multitude of Career Paths

    Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

    Internship Programs

    Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

    Professional Growth and Development

    We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

    Benefits and Rewards

    Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

    Join Our Team

    Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

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    Networking and Innovation

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    Empower Your Career

    Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
    Learn more about Wells Fargo
    Size
    246,577 employees
    Market Cap
    $155.2 billion
    Industry
    Net Income
    $3.3 billion
    Founded
    1852
    5 Year Trend
    -5.9%
    NASDAQ

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