Manager - Capital Forecasting, Balance Sheet Forecasting & Analytics

About the role

The Balance Sheet Forecasting & Analytics team sits within our first line of defense Corporate Treasury department. The team forecasts balance sheets with approximately $490 billion in consolidated assets, including fixed-income investment portfolios, consumer loan portfolios, and derivative positions.

Responsibilities

• Own delivery of capital forecast deliverables for CCAR (e.g., CET1, RWA, leverage exposure, capital actions) across baseline and supervisory severely adverse scenarios, ensuring accuracy, completeness, and alignment with upstream inputs.
• Develop and maintain capital forecasting methodologies, assumptions, and overlays; document rationale, limitations, sensitivities, and change history.
• Partner across CCAR workstreams (PPNR, balance sheet, credit, market risk, operational risk, Treasury) to understand dependencies and ensure consistency of assumptions and downstream impacts.
• Produce detailed attribution analysis explaining capital ratio movements, supported by data-driven insights and clear narrative for management and regulatory review.
• Execute governance and control activities, including reconciliations and reasonableness checks, issue tracking, and audit-ready documentation with strong attention to detail.
• Partner with Model Risk Management on model inventory, validation support, performance monitoring, and remediation plans for forecast and capital-related models.
• Support CCAR submission and review materials, including capital exhibits and worksheets and regulatory reporting; respond to ad hoc information requests with accurate, well-supported, and timely analysis.
• Identify and drive process improvements, automation opportunities, and enhancements to analytical frameworks.
• Demonstrate flexibility by adapting to shifting timelines, regulatory expectations, and business needs.

Requirements

• 5+ years relevant experience with an emphasis on a mix of the following: ALM, fixed income analytics, capital markets, CCAR/stress testing, market risk, or relevant Treasury-related functions, analytics, reporting.
• Bachelor’s degree required. Master’s degree or CFA preferred.
• Experience with CCAR process, including forecasting, reporting, governance, and regulatory/audit support.
• Strong understanding of bank balance sheet forecasting, regulatory capital framework concepts (e.g., CET1, RWA, leverage ratio).
• Expertise with Polypaths ALM, QRM, or other NIR forecasting platforms required.
• Strong analytical and problem-solving skills with demonstrated attention to detail and data accuracy.
• Ability to manage multiple priorities and deliver high-quality outputs under time constraints with persistence and accountability.
• Effective communication skills, with the ability to translate complex analyses into clear, concise insights.

Qualifications

• Passionate about transforming the finance industry through innovative thinking and problem-solving.
• Highly motivated and adaptable individual with a strong commitment to data quality and control integrity.
• Excellent analytical and problem-solving skills, with a proven track record of delivering high-quality results under pressure.
• Strong collaboration and influence skills in a cross-functional environment.
• Flexible and able to adapt to changing priorities and responsibilities.

Skills

• Advanced proficiency in Excel and other data analysis tools.
• Experience with financial modeling and forecasting tools such as Polypaths ALM, QRM, or similar platforms.
• Knowledge of regulatory capital frameworks and stress testing methodologies.
• Strong communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders.

Benefits

Includes a competitive benefits package that covers medical, dental, and vision insurance, a 401(k) with company match, and tuition reimbursement. Eligible employees also receive paid parental leave and adoption/family building benefits.

Pay

Salary range is provided, along with the potential for bonus or incentive opportunities.

Schedule

This role offers a flexible schedule to accommodate your needs.