Lead Analyst, Balance Sheet Management

Wright-Patt Credit Union • Beavercreek, OH

2d • $102,128 - $153,150

About The Position

The Lead Analyst, Balance Sheet Management will provide reporting and decision support, complex financial analysis around balance sheet management strategy and objectives.

Requirements

• Reporting and decision support capabilities
• Complex financial analysis skills
• Balance sheet management strategy and objectives understanding
• Interest rate risk, liquidity, investments, derivatives analysis
• Asset Liability Management Team and board ALCO review reporting
• Policy, procedure, and operating control adherence and reporting
• Development of complex ad hoc analyses and financial models
• Financial decision support in investments, funding, pricing, and asset liability management
• Analytical expertise
• Understanding of data sources
• Knowledge of business performance and strategies
• Translating ALM and modeling results into balance sheet strategies
• What-if scenario analysis
• Support for modeling assumption development
• Administration, maintenance, and refinement of internal funds transfer pricing system

Responsibilities

• Produce and develop reporting on interest rate risk, liquidity, investments, derivatives and balance sheet management analysis for the Asset Liability Management Team and board ALCO review. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
• Develop complex ad hoc analyses and financial models to support financial decisions, in investments, funding, pricing, and asset liability management. Leverage analytical expertise, understanding of data sources, and knowledge of business performance and strategies to help support growth, drive and monitor results, and eliminate or mitigate potential risks
• Translates ALM and other modeling results into meaningful balance sheet strategies through what-if scenario analysis. Supports modeling assumption development for all models and other modeling or forecasting responsibilities as needs arise.
• Administer, maintain, and refine internal funds transfer pricing system
• Special projects and other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed