Asset Liability Analyst

4 weeks ago

Los Angeles, California, United States City National Bank Full time

Job Summary

The Asset Liability Analyst is responsible for providing NII projections for the Comprehensive Capital Analysis and Review (CCAR), Bank only capital stress test, enterprise-wide capital stress test, five-year strategic forecast, monthly reforecasts and annual budgets. Responsibilities also include development and maintaining modeling assumptions, model documentations and other governing documents, liaisons with the second and third line of defense in relationship to NII forecast in dynamic simulation. The analysis shared responsibilities with the team for Funds Transfer Pricing data quality reviews and standard QRM model.

Key Responsibilities

  • With a high level of independence, produce NII forecasts in QRM model for CCAR, monthly reforecasts, annual budgets, and other dynamic modeling scenarios. Summarize the results of reforecasts, perform variance analysis, provide accurate and concise information to senior management for decision making.
  • Develop, support, maintain, and document model methodologies and procedures for all QRM dynamic models.
  • Liaise with 2nd and 3rd LOD for questions related to model governance for all QRM dynamic models. Supports Treasury team during regulatory reviews and ongoing regulatory monitoring for matters related to CCAR, capital stress tests, and other dynamic modeling.
  • Communicate independently with other Finance teams and various teams across the Bank and RBC for capital stress tests and reforecast processes. Coordinate calendar for Treasury deliverables with other teams.
  • Support monthly operational process of FTP determination.
  • Support Treasury reporting related to ALCO. Serve as a back-up person for monthly Treasury reporting.
  • Conduct various research and analysis as required to support Treasury operations, as related to interest rate risk and balance sheet management, budget and forecast.

Requirements

  • Bachelor's Degree or equivalent
  • Minimum 3 years of financial analysis experience
  • Minimum 2 years advanced Microsoft Excel experience

Preferred Qualifications

  • Understanding of Treasury operations, Interest Rate Risk management, ALM practice, and FTP is desired.
  • MBA or advanced degree in a related field preferred
  • Excellent interpersonal, verbal and written communication skills to effectively communicate with all levels of bank colleagues and clients.
  • Ability to organize analyzed data into simple, complete and concise presentation formats. Envision the global issue, separate symptoms from causes, research thoroughly; weigh cost/benefits and derive sound conclusions.
  • Excellent project management skills including the ability to prioritize tasks and handle multiple projects at the same time while working under tight deadlines.
  • Ability to resolve routine questions and problems and refers more complex issues to higher levels.
  • Ability to develop/improve processes for data management and various analysis.
  • Ability to follow standards and procedures to accomplish assigned tasks.
  • MS Office (Outlook, Word, Excel, PowerPoint and Access).
  • Experience with financial planning and budgeting is desired.
  • Experience with ALM models is desired: QRM, Bancware, etc.
  • Experience with CCAR and capital stress test is desired.
  • Experience with data management tools such as Alteryx and Snowflake is desired.

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