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Wells Fargo

Lead Treasury Analyst - Balance Sheet Strategic Business Management

Posted 2 Days Ago
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Hybrid
Charlotte, NC
Senior level
Hybrid
Charlotte, NC
Senior level
The Lead Treasury Analyst manages risk and governance in Balance Sheet management, leading complex projects and ensuring strategic alignment across initiatives. The role involves regulatory compliance, strengthening internal controls, and collaborating with stakeholders to enhance risk management strategies.
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Wells Fargo is seeking a Lead Treasury Analyst to join the Strategic Business Management team within BSIRRM. This role will support execution of cross-BSIRRM transformation and strategic change initiatives as well as management of oversight engagements with 1st, 2nd and 3rd line of defense teams, issue management lifecycle (identification, planning, resolution, tracking and closure), and working across the team to strengthen the internal controls framework for BSIRRM.
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. This team oversees 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:
  • Provide risk management and governance support in Balance Sheet management (ALM)
  • Support a streamlined, scalable, and aligned operational risk framework that supports strategic priorities
  • Lead implementation of complex projects and initiatives
  • Support high-impact strategic projects and initiatives, ensuring timely delivery of results that align with BSIRRM's business objectives
  • Translate strategic priorities into actionable plans and initiatives, ensuring alignment across BSIRRM function
  • Monitor and report on progress, risks, and issues, providing regular updates to senior leadership and other stakeholders
  • Strengthen collaboration and partnership with second line of defense and third line of defense teams within Wells Fargo
  • Ensure compliance with relevant regulatory requirements and enterprise standards
  • Conduct regular assessments of processes and internal controls, identifying areas for improvement and implementing necessary changes
  • Ensure deliverables are completed and compliant with various treasury risk management regulatory requirements
  • Recommend and Ensure compliance and risk management requirements for supported area and work with other stakeholders to implement key risk initiatives
Required Qualifications:
  • 5+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Bachelor's degree in business administration, management, or a related field; advanced degree preferred.
  • Experience with regulatory requirements surrounding the management of model risk, interest rate risk, liquidity, and capital
  • Experience assessing the adequacy of policies, procedures, and processes (includes compliance and operational controls within a large complex organization)
  • Knowledge of financial institution balance sheet, product offerings, and financial risk management
  • Proven track record of leading complex projects
  • Excellent leadership, communication, and interpersonal skills
  • Ability to work effectively with cross-functional teams and manage multiple priorities
  • Strong analytical and problem-solving skills
  • Ability to thrive in a fast-paced, dynamic environment
  • Relationship skills - ability to build relationships with key stakeholders at all levels of the organization
  • High level of integrity and professionalism
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process .
Posting End Date:
25 Jul 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.

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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