Senior Analyst, Balance Sheet Strategy (12 Month Term)

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.About the Role
As ATB’s next Senior Analyst, Balance Sheet Strategy, you will empower the Treasury Balance Sheet Strategy function by transforming complex data into actionable insights that drive key organizational decisions. This role plays an important part in ensuring that ATB's balance sheet position is sound through using modelling techniques and data analytics to understand client and product behaviours, as well as engaging in various process improvement projects. Additionally, this role supports industry research and targeted ad-hoc initiatives.Accountabilities
Behavioural Modelling & Data Analysis
Complex Data Management: Extract, clean, and synthesize large, complex datasets from multiple internal and external sources using advanced SQL.Modelling Support: Support the team in the execution, review, and ongoing maintenance of behavioural models for loans and deposits using advanced SQL and Python scripts. Perform regular model maintenance and monitoring to ensure ongoing accuracy and performance.Model Maintenance & Governance: Partner closely with the Model Risk Management team on the validation process and ensure compliance with governance standards.Ad-Hoc Quantitative Support: Perform targeted, ad-hoc data analysis as requested by the downstream model users.Industry Research & Reporting
Metric Tracking: Gather and synthesize data from financial and management reports to track banking industry trends and peer performance. Monitor and evaluate key financial performance metrics, applying banking knowledge to understand broader market movements.Stakeholder Insights: Aggregate complex financial data into clear summaries, collaborating with the team to communicate actionable insights to stakeholders.Balance Sheet Strategy, Operations & Ad-Hoc Analysis
Data Quality & Independent Troubleshooting: Proactively identify data quality issues or anomalies, troubleshoot root causes, and independently execute data fixes to ensure reliable outputs.Strategic Deep-Dives: Perform comprehensive ad-hoc analysis to support overarching balance sheet strategy and optimization initiatives.Operational Efficiency: Continuously evaluate routine workflows and technical processes to identify opportunities for model enhancement and operational automation.Knowledge, Skills and Experience
Accreditations:
An undergraduate degree in Finance, Economics, Business, Statistics, or a related quantitative field.Possess or actively working towards a relevant financial professional designation (e.G., CFA, FRM) is considered a strong asset.Core Skills & Experience:
2-3 years of professional experience in a financial modelling, data analytics, risk management, or Treasury role.Strong proficiency in SQL and Python (and/or similar programming languages) for complex data extraction, wrangling, and modelling support.A strong understanding of a financial institution’s core product offerings, performance drivers, and broader strategic or regulatory issues.A solid understanding of broader macroeconomic trends (e.G., interest rate cycles, inflation) and their direct implications on the banking sector and balance sheet performance.Familiarity with core Treasury methods and practices, including Asset Liability Management (ALM), Interest Rate Risk (IRR) management, and liquidity management. Specific familiarity with behavioural modelling concepts and assumptions within the context of Asset Liability Management is considered an asset.Interpersonal Skills:
Ability to communicate effectively, both written and verbally, within a professional business environment.Strong interpersonal skills with the ability to collaborate effectively with the team and clearly communicate technical data insights to broader stakeholders.A self-starter mentality with the capability to independently investigate data anomalies, implement fixes, and continuously drive operational efficiency.Additional Information
This is a temporary 12 month term opportunity.This position has a hybrid work arrangement. On average, this means 2 days on-site per week. Please note that this is subject to change due to business priorities.We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Indigenous Business.
#J-18808-Ljbffr