Financial Analyst

ALM First•Dallas, TX

13d

About The Position

The Financial Analyst role is to facilitate the data work portion of the advisory team needs. Additionally, analysts work closely with a Financial Advisor in maintaining client relationships. 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 $78 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. ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.

Requirements

Bachelor’s degree in economics, finance, applied mathematics, engineering, computer/data science or physics
At least 1-3 year of analyst work experience in banking or finance

Responsibilities

Preparation of asset/liability management (ALM) reports
Loading detailed data from clients into the ALM model via electronic data files
Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
Preparing written analyses of the ALM results
Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations
Preparing what-if analysis and providing written analysis of the results
Facilitate training of new analysts
Contribute to the development of new products
Participate in SSG projects
Credit and valuation
Distressed cash flow analysis
Manage all data to and from clients
Model client balance sheets in ALM software
Produce ALM output
Prepare write-up analyzing ALM output
Run what-if analysis
Run monthly investment reports
Discuss ALM results with clients
Discuss what-if results with clients
Discuss research and market conditions with clients
Interact with client regarding data management