Financial Analyst - CPST

ALM First • Dallas, TX

1d

About The Position

The Financial Analyst will work within ALM First’s ALM Strategy Group and report to the Director of Capital Planning and Stress Testing (CPST) and Liquidity Stress Testing (LST). The role assists in producing and maintaining CPST and LST services for institutional depository clients.

The position involves maintaining client balance-sheet, deposit, funding, and liquid-asset data; supporting stress-testing analytics and contingency funding plans; and monitoring liquidity coverage and reliance metrics. The analyst works with financial analysts and advisors to specify, document, and model client stress scenarios, and identifies and communicates data, system, and modeling issues. The role requires maintaining efficient workflows as reporting volume changes throughout the quarter.

The position is primarily performed in a professional office environment and includes extended periods of computer work, virtual and in-person meetings, and frequent interaction with clients and colleagues.

Requirements

• 0–4 years of relevant work experience.
• Understanding of bank and credit union balance-sheet, funding, and liquidity concepts, as well as macroeconomic scenario drivers.
• Excellent written and verbal communication skills.
• Experience translating business requirements into technical language.
• Bachelor’s degree and a strong academic record, with a concentration in finance, economics, mathematics, or another related quantitative or analytical discipline.
• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals, and to present information effectively and respond to questions.

Nice To Haves

• Relevant work experience in asset management, banking, or a related field.
• Knowledge of ALM software such as ZM by Moody’s Analytics, QRM, or Empyrean.
• Working knowledge of Bloomberg and other relevant analytics platforms.
• An advanced degree and/or a professional designation such as CFA or FRM.

Responsibilities

• Load and maintain client balance-sheet, deposit, funding, and liquid-asset data, ensuring data integrity at the instrument and balance-sheet levels.
• Communicate proactively with financial analysts and financial advisors to ensure stress scenarios are appropriately specified, documented, and modeled to meet client needs.
• Identify and document data, system, and modeling issues; communicate findings clearly and consolidate technical requirements into actionable development items.
• Execute and process analytics, including liquidity stress testing, contingency funding plan support, and monitoring liquidity coverage and reliance metrics.
• Maintain efficient workflow performance as reporting volume varies over the quarter.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level