Asset and Liability Management Process Design Analyst

Software Guidance & Assistance, Inc., (SGA), is searching for an Asset and Liability Management Process Design Analyst for a contract assignment with one of our premier financial services clients in Charlotte, NC .



Responsibilities :

• Responsible for managing firm's structural balance sheet risk. ALM incorporates the design and oversight of how Interest Rate Risk in the Banking Book (IRRBB) and Funds Transfer Pricing are measured and managed, and Balance Sheet Management.
• Firm is retiring an internal system and implementing QRM as its core IRRBB platform.
• Participate in a team of business secondees to deliver operational readiness by ensuring that processes, controls, organizational design, governance, training, and stakeholder adoption are successfully established to support sustainable IRRBB production on QRM.
• Coordinate a cross-functional team, supporting the development of clear workplans, delivery milestones, and individual accountabilities across process design, training, and go-live.
• Support the team in aligning stakeholders on priorities, dependencies, and trade-offs, and providing concise progress and risk updates to ALM leadership.
• Process Design
  • Design and document end-to-end IRRBB processes required to support production, review, challenge, and governance of IRRBB metrics in QRM. Including roles and responsibilities, handoffs and service levels, embedding preventive and detective controls, definition of evidence standards and control execution artifacts.
  • Identify opportunities to simplify, standardize, and improve operational efficiency
• Organization Design Support
  • Support the ALM executives with TO BE organization design and target operating model
• Training Development and Delivery
  • Develop role-based training materials, process guides, and operating playbooks.
  • Establish post-training adoption routines to improve process consistency and quality.
• Parallel Run, Cutover, and Go-Live Execution
  • Plan and support the management of the parallel run strategy, including scope, acceptance criteria, defect triage, issue resolution, and go/no-go governance.
  • Lead readiness assessments and command-center style execution support during go-live.
  • Ensure controlled stabilization with clear accountability for issue closure and performance tracking.
• Stakeholder Management and Governance
  • Maintain project management artifacts, including plan, RAID and decision logs.
  • Provide concise status reporting to stakeholders on progress, risks, decisions, and dependencies.
  • Facilitate cross-functional resolution of design trade-offs and implementation blockers.

Required Skills :

• Bachelor's degree required
• 10+ years of Treasury experience
• Participation in multiple large-scale systems implementations, including experience with process design and operational control frameworks
• Treasury change initiatives supporting large-scale systems go-live programs, including parallel run and cutover management.
• Process design capabilities
• Strong understanding of IRRBB concepts, metric production lifecycles, and governance practices.
• Practical understanding of Treasury and ALM team structures.
• Target Operating Model Design
• Risk and Controls Framework Design
• Excellent written and verbal communication skills, with the ability to translate complex design decisions into clear stakeholder messages
• Strong facilitation, influencing, and issue-resolution skills across senior, cross-functional groups
• Ability to operate effectively in high-pressure delivery windows and manage multiple priorities

Preferred Skills :

• Advanced degree in Finance, Risk, Business, or related field preferred
• Training development and delivery
• Organization design
• Working for or alongside a large consulting firm
• Experience with QRM or comparable risk platforms is strongly preferred.

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SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .


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