Senior Manager Balance Sheet Forecasting Analytics

Charles Schwab · Westlake, TX · 4 days ago

HybridManagement$225/hrFull-time

7+ years of relevant experience across Treasury, ALM, balance sheet management, capital markets, or fixed income analytics
Deep knowledge of NII forecasting, capital management (including CCAR), liquidity management, and interest rate risk in a large financial institution
Strong fixed-income investment modeling and analytical expertise
Experience developing forecasting frameworks, scenario analysis, and attribution methodologies to support management decision-making

Prominent leadership experience (3+ years) managing teams and driving organizational transformation
Track record of leading diverse teams to deliver against both strategic and execution-focused objectives
Balanced leadership oversight with selective hands-on engagement in modeling and analytics
Builds a high-accountability culture focused on execution, analytical rigor, and continuous improvement
Lead, develop and motivate a high performing geographically distributed team (multi-time zone, hybrid structure)

Advance forecasting capabilities across automation, data architecture, and analytical tooling
Improve forecasting frameworks, attribution methodologies, and scenario analysis
Drive evolution from production forecasting to strategic analytics and insight generation
Enhance and apply robust “sanity check” frameworks to validate forecast outputs and ensure results align with economic intuition and business drivers
Translate macroeconomic shifts (e.g., rate changes) into expected financial impacts and challenge model outputs accordingly
Proficiency in ALM / NIR / Capital forecasting platforms (e.g., PolyPaths, QRM, or similar)

Strong analytical judgment and disciplined decision-making
Ability to operate in ambiguity and develop innovative, forward-looking analyses
Relationship-oriented mindset with the ability to build credibility, trust, and influence across stakeholders

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