Financial Analyst - Capital Planning & Liquidity Stress Testing

ALM First • Dallas, TX

18h

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 supports the production and maintenance of CPST and LST for institutional depository clients.

The analyst maintains client balance sheet, deposit, funding, and liquid-asset data, ensuring integrity at both instrument and balance-sheet levels. The role also coordinates with financial analysts and financial advisors to define, document, and model client stress scenarios, and identifies data, system, and modeling issues for clear communication and development follow-up.

The position executes liquidity-related analytics, including liquidity stress testing, contingency funding plan support, and monitoring liquidity coverage and reliance metrics. It requires maintaining efficient workflows as reporting volume changes throughout the quarter.

Requirements

• 0–4 years of relevant work experience.
• Understanding of bank and credit union balance sheets, funding, liquidity concepts, and macroeconomic scenario drivers.
• Excellent written and verbal communication skills.
• Experience translating business requirements into technical language.
• Bachelor’s degree with a strong academic record and 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, and governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals, and to present information effectively and respond to questions from managers, clients, and team members.

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 client stress scenarios are appropriately specified, documented, and modeled.
• Identify and document data, system, and modeling issues; communicate findings clearly and turn technical requirements into actionable development items.
• Execute 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