Mid Level Asset Management Analyst Jobs
Mid level asset management analyst jobs belong to professionals ready to own client portfolios, lead analytical projects, and deliver investment recommendations with limited day-to-day oversight. Roles run across Banking & Financial Services, Sports & Recreation, and Renewable Energy, with a mix of on-site, remote, and hybrid settings, and employers like Vail Resorts, Nexamp, and JPMorganChase hiring at this level now.
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Showing 5 of 20+ Mid Level Asset Management Analyst jobs
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
This senior level position supports the modeling of the Truist balance sheet with minimal supervision. The analyst will have extensive knowledge of Investments, loan products, deposits, long term debt products, and derivatives. The analysts will have experience forecasting net interest income and an understanding of the Company's sensitivity profile, duration gap analysis and other market value analytics. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
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Understanding how products are modeled in QRM in order to make improvements and add new products or techniques as necessary.
-
Analyzing risk exposures for products in different interest rate and stress testing environments.
-
Support monitoring and tracking of Investment and loan portfolios, deposit portfolios and long term debt overall as well as focus on understanding the specific attributes of these products.
-
Contribute towards analysis of key assumption sensitivities relevant to these products.
-
Perform analytical review of the products and understand key measures/drivers of interest rate risk.
-
Collaborate with internal resources and business partners to identify and implement improvements to existing data and analyses as well as support reconciliation efforts.
-
Producing reports to summarize balance and income forecast sensitivity profile and interest rate risk metrics.
-
Working with business units to create, support and document modeling assumptions.
-
Assist with CCAR modeling and testing as needed.
REQUIRED QUALIFICATIONS:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
3+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business
-
2+ years of experience Asset Liability Management or a large financial institution
-
Ability to work effectively, as well as independently, in a team environment
PREFERRED QUALIFICATIONS:
-
A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) Designation
-
General ledger experience
-
VB (Visual Basic) experience
-
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
-
Knowledge and understanding of asset liability or liquidity management software, especially QRM
-
Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior
-
Strong analytical skills with high attention to detail and accuracy
-
Experience in financial statements, projections and financial modeling
-
Hyperion Essbase experience
-
Asset and Liability Management (ALM) experience
GENERAL DESCRIPTION OF AVAILABLE BENEFITS FOR ELIGIBLE EMPLOYEES OF TRUIST FINANCIAL CORPORATION: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
This senior level position supports the modeling of the Truist balance sheet with minimal supervision. The analyst will have extensive knowledge of Investments, loan products, deposits, long term debt products, and derivatives. The analysts will have experience forecasting net interest income and an understanding of the Company's sensitivity profile, duration gap analysis and other market value analytics. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Understanding how products are modeled in QRM in order to make improvements and add new products or techniques as necessary.
-
Analyzing risk exposures for products in different interest rate and stress testing environments.
-
Support monitoring and tracking of Investment and loan portfolios, deposit portfolios and long term debt overall as well as focus on understanding the specific attributes of these products.
-
Contribute towards analysis of key assumption sensitivities relevant to these products.
-
Perform analytical review of the products and understand key measures/drivers of interest rate risk.
-
Collaborate with internal resources and business partners to identify and implement improvements to existing data and analyses as well as support reconciliation efforts.
-
Producing reports to summarize balance and income forecast sensitivity profile and interest rate risk metrics.
-
Working with business units to create, support and document modeling assumptions.
-
Assist with CCAR modeling and testing as needed.
REQUIRED QUALIFICATIONS:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
3+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business
-
2+ years of experience Asset Liability Management or a large financial institution
-
Ability to work effectively, as well as independently, in a team environment
PREFERRED QUALIFICATIONS:
-
A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) Designation
-
General ledger experience
-
VB (Visual Basic) experience
-
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
-
Knowledge and understanding of asset liability or liquidity management software, especially QRM
-
Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior
-
Strong analytical skills with high attention to detail and accuracy
-
Experience in financial statements, projections and financial modeling
-
Hyperion Essbase experience
-
Asset and Liability Management (ALM) experience
GENERAL DESCRIPTION OF AVAILABLE BENEFITS FOR ELIGIBLE EMPLOYEES OF TRUIST FINANCIAL CORPORATION: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Sports & Recreation
- Renewable Energy
- Hospitality & Tourism
- Electronics & Hardware
Mid Level Asset Management Analyst Jobs: Frequently Asked Questions
How do I get a mid level asset management analyst job?
Position your experience around ownership and outcomes: highlight portfolios you managed independently, models you built from scratch, or analyses that directly informed investment decisions. Employers at this level want to see that you can operate without close supervision. Tailor your resume to show increasing scope over time, and be ready to discuss specific assets, strategies, or client situations you handled end to end.
Which companies hire mid level asset management analysts?
Companies hiring mid level asset management analysts right now include Vail Resorts, Nexamp, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large institutional asset managers, regional investment firms, insurance companies with significant investment portfolios, and corporate treasury teams looking for analysts who can take on real ownership.
Are there remote mid level asset management analyst jobs?
Yes, though availability varies by firm culture and role type. About 44% of mid level asset management analyst openings are remote or hybrid as of November 2026, which is meaningful given how client-facing many of these roles are. Hybrid arrangements are more common than fully remote at this level, particularly at firms where relationship management and team collaboration are central to the work.
How do I move up to a mid level asset management analyst role?
The path from entry level to mid level in asset management is built on demonstrated depth rather than time alone. Focus on developing fluency in a specific asset class or investment strategy, taking ownership of discrete analytical projects, and building a track of recommendations that proved out. Earning a CFA designation or completing advanced coursework in finance also signals readiness for greater responsibility to hiring managers.
Which industries hire the most mid level asset management analysts?
Mid Level asset management analyst roles concentrate in Banking & Financial Services, Sports & Recreation, and Renewable Energy, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large pools of capital that require dedicated analytical talent capable of working independently on valuation, risk assessment, and portfolio strategy.