Financial Analyst

ALM First • Dallas, TX

12d • Onsite

About The Position

ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $65 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.

This position will work within the ALM First ALM Strategy Group (ASG) and will report to the Director of the ALM Strategy Group. The candidate will assist in the production and maintenance of investment analytics and associated reporting for use in fixed income portfolio management.

Requirements

• 0-3 years of relevant work experience, preferably in asset management, banking, or related field
• Understanding of macroeconomics and fixed income fundamentals
• Excellent written and verbal communication skills, with experience translating business requirements into technical language
• Ability to read, analyze, and interpret financial reports, investment research, market data, industry publications, and regulatory materials.
• Ability to prepare clear and concise investment commentary, research reports, and client communications.
• Ability to effectively communicate market views, investment recommendations, and portfolio strategies to clients, colleagues, and executive leadership.

Nice To Haves

• Knowledge of ALM software such as ZM Financial Systems, QRM, or Empyrean is a plus
• Working knowledge of Bloomberg and other relevant analytics platforms
• Advanced degree and/or professional designation such as CFA/FRM is a plus.

Responsibilities

• Load and maintain fixed income security data within the ALM/investment model, ensure instrument level data and associated model parameters are calibrated in a manner that is consistent with policy recommendations outlined by the model governance committee
• Execute and process interest rate risk analytics — effective duration/convexity, NEV, NII, and economic value sensitivity — for client and internal portfolios
• Interpret and validate mortgage/prepayment and interest rate modeling outputs, including OAS-based results
• Identify and document data, system, and modeling issues, communicating findings clearly and consolidating technical requirements into actionable development items
• Execute and process liquidity risk analytics — including liquidity stress testing, contingency funding plan support, and monitoring of liquidity coverage/reliance metrics

Benefits

• ALM First believes deeply in equality and strongly supports diversity and inclusion.
• ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
• ALM First provides reasonable accommodations in job application procedures for individuals with disabilities.

What This Job Offers

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