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Senior Balance Sheet Management Analyst (BSIRRM-Change Management)

Wells Fargo

Senior Balance Sheet Management Analyst (BSIRRM-Change Management)

full-timePosted: Aug 29, 2026Updated: Sep 3, 2026NC, CHARLOTTE

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 automationOwn 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 activitiesMonitor and evaluate global market conditions and provide overall advisory on treasury finance riskBe responsible for complex reporting and analytics on treasury finance metricsEnsure accurate recurring deliverables are completed and compliant with various treasury risk management regulatory requirementsEnsure data quality and establish controlled processesCollaborate with Internal Audit, Corporate Risk Management and Model Governance teams as well as outside parties including regulatory agencies, accounting and consulting firmsMake recommendations to more experienced group members and managementCollaborate and consult with peers, colleagues and managers to resolve issues and achieve goalsInteract with internal customersReceive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirementsRequired Qualifications:4+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:2+ years of QRM (Quantitative Risk Management) system experience (front and back end-data, technical and operational) data delivery, and/or process automation2+ years of SQL experience and knowledge of how it works within QRM is preferredExperience with market-traded instruments or other Treasury-related productsFamiliarity with Interest Rate Risk (IRR) and valuation modelsStrong analytical skills with high attention to detail and complex treasury reporting expertiseStrong understanding of valuation methodologies, control and risk frameworksExperience in the financial industry and/or public accountingWorking toward CFA or CPADesire to learn new skills and apply those skills in driving the organization forwardAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantExcellent verbal, written, and interpersonal communication skillsJob 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 OpportunityWells 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 DisabilitiesTo 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.

Locations

  • NC, CHARLOTTE

Skills Required

  • how it works within QRM is preferredintermediate
  • market-traded instrumentsintermediate
  • Interest Rate Riskintermediate
  • financial industry and/or public accountingintermediate

Required Qualifications

  • 4+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (experience, 4 years)
  • 2+ years of QRM (Quantitative Risk Management) system experience (front and back end-data, technical and operational) data delivery, and/or process automation (experience, 2 years)
  • 2+ years of SQL experience and knowledge of how it works within QRM is preferred (experience, 2 years)
  • Experience with market-traded instruments or other Treasury-related products (experience)
  • Familiarity with Interest Rate Risk (IRR) and valuation models (experience)
  • Strong analytical skills with high attention to detail and complex treasury reporting expertise (experience)
  • Strong understanding of valuation methodologies, control and risk frameworks (experience)
  • Experience in the financial industry and/or public accounting (experience)
  • Working toward CFA or CPA (experience)
  • Desire to learn new skills and apply those skills in driving the organization forward (experience)
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important (experience)
  • Excellent verbal, written, and interpersonal communication skills (experience)
  • a. Third-Party recordings are prohibited unless authorized by Wells Fargo. (experience)
  • b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. (experience)

Responsibilities

  • 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

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