Senior Manager - Capital Forecasting, Balance Sheet Forecasting & Analytics
Lone Tree or Westlake
$106k-$235k/yrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
7+ YOE7+ years experience in ALM, fixed income analytics, capital markets or Treasury; Bachelor’s required (Master's/CFA preferred); expertise in capital stress testing, fixed-income forecasting, Polypaths ALM/QRM, SQL, Python, and data analytics.
ToyotaNYSE: TM: Designs and manufactures vehicles and provides automotive financial services.
Experience in ALM, IRR, liquidity and FTP analysis; strong SQL, Excel, VBA and Python skills; hands-on with Empyrean or similar ALM tools; BA/BS or equivalent experience; strong analytical and presentation skills.
Empyrean, Microsoft Excel, SQL, VBA, Tableau, Power BI, Python, Snowflake, .Net, C#, Qlik Sense, Bancware, QRM
Manager - Funds Transfer Pricing or Balance Sheet Management
Lone Tree or Westlake
$86k-$150k/yrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
2+ YOE2+ years in treasury/FTP/ALM, 4+ years in finance; coding to automate processes; familiarity with FTP methodologies; strong cross-functional collaboration; undergraduate degree (advanced preferred).
Catalyst Corporate Federal Credit Union: Wholesale financial services and payment solutions for credit unions.
5+ YOEBachelor's degree in finance/economics/accounting, 5+ years financial experience, expertise in fixed income, loan valuation, cash flow and prepayment modeling, advanced Microsoft Excel, Power Platform/Azure familiarity, strong analytical and communication skills; travel <10%.
Microsoft Excel, Power BI, Power Query, Power Automate, Azure, Microsoft Office, Empyrean, FIS Balance Sheet Manager, QRM, KRM, ZM, Plansmith, Profitstars, SQL
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
5+ YOE5+ years in Treasury/ALM/balance sheet management, expertise in NII forecasting, capital and liquidity management, strong fixed-income modeling, scenario analysis, and executive communication.
Federal Home Loan Bank of Dallas: Provides wholesale funding and liquidity to member financial institutions.
3+ YOEDegree in quantitative field and 3–5+ years in financial risk measurement and fixed-income analytics; proficiency with portfolio valuation software, strong quantitative and communication skills.
Cornerstone Capital Bank: Provides residential mortgage financing and retail banking services.
2+ YOERequires 2 years of Secondary Marketing or Mortgage Capital Markets experience, with builder forward experience preferred. Proficiency in Microsoft products and strong analytical, organizational, multitasking, and problem-solving skills required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft Teams, QRM