Job details
Role Introduction/Overview
The Balance Sheet Strategy Lead Analyst will be a hands‑on contributor responsible for designing and delivering the data and analytics architecture that supports the firm’s balance sheet strategy. The role requires strong technical capability and a solid understanding of banking balance sheet mechanics to build scalable, high‑quality data and analytics frameworks for Treasury decision‑making. The position offers exposure to senior stakeholders and the opportunity to shape how a global GSIB manages capital, liquidity, and funding.
Business/Team Overview
The Balance Sheet Strategy team sits within Treasury and is responsible for the strategic allocation of capital, liquidity, and funding across the firm, ensuring regulatory compliance and long-term profitability. The team partners closely with Risk, FP&A, Technology, and business units to build integrated analytics and data platforms that support strategic planning, stress testing, and balance sheet optimisation.
Key Responsibilities in the Role
Balance Sheet Data Architecture: Design and implement scalable data models and architectures to represent the bank’s balance sheet across products, businesses, and legal entities.
- Balance Sheet Data Architecture: Design and implement scalable data models and architectures representing the bank’s balance sheet across products, businesses, and legal entities.
- Analytics Frameworks: Develop analytics pipelines, tools, and dashboards that support Treasury decision‑making including capital allocation, liquidity management, and funding strategy.
- Python-Based Modelling & Data Engineering: Build and maintain Python-based workflows for data ingestion, transformation, validation, and analytics.
- Visualization & Reporting: Create and maintain Tableau dashboards and other analytical outputs for senior Treasury, Risk, and Finance stakeholders.
- Stakeholder Collaboration: Work directly with Treasury, Risk, and Finance teams to translate business requirements into robust data and analytics solutions.
- Data Governance & Controls: Develop and embed data quality checks, documentation, and traceability frameworks aligned with regulatory and internal governance standards.
- Technical Expertise Contribution: Act as a subject matter expert on data architecture and analytics best practices, contributing to design discussions and solution development without direct people-management responsibilities.
Development Value
This role offers the opportunity to:
- Build expertise in GSIB balance sheet mechanics, capital and liquidity frameworks, and Treasury strategy.
- Work on enterprise-scale data architecture and analytics platforms used by senior leadership.
- Deepen technical capability in Python, data engineering, and advanced analytics design.
- Engage with senior Treasury, Risk and Finance stakeholders on strategic decision‑making topics.
- Directly influence the evolution of the bank’s balance sheet analytics ecosystem.
Knowledge, Skills, and Experience Required
- Education: Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, Engineering, or related field (Master’s preferred).
- Experience: 6–10 years of experience in Treasury, balance sheet strategy, risk analytics, data engineering, or quantitative finance.
- Technical Skills: Strong Python programming experience (data pipelines, modelling, analytics); proficiency with Tableau or similar BI tools.
- Data Architecture: Experience designing data models, schemas, and analytics architectures for large and complex financial datasets.
- Analytical Capability: Ability to translate complex banking balance sheet dynamics into structured data and analytical frameworks.
- Curiosity and First‑Principles Thinking: Demonstrated intellectual curiosity, self‑direction, and ability to derive analytical approaches from first principles.
- Communication: Ability to communicate technical concepts clearly to senior Treasury and business stakeholders.
- Regulatory Knowledge: Understanding of capital, liquidity, and interest rate risk frameworks (e.g., CET1, RWA, LCR, NSFR, IRRBB).
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Job Family Group:
Risk Management------------------------------------------------------
Job Family:
Finance Risk------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Business Acumen, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Market Risk, Problem Solving, Process Execution, Risk Identification and Assessment.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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