Senior Capital Markets Analyst

First Technology Federal Credit Union • Hillsboro, OR

13h • $93,000 - $107,000 • Onsite

About The Position

The Senior Analyst, Capital Markets works independently to maintain First Tech’s ALM model and perform research, data extraction and analysis, in the areas of liquidity, investments, balance sheet strategy.

Requirements

• Minimum Education: Bachelor’s degree in finance, Statistical, Quantitative or related field is preferred
• Minimum 5 years’ experience in an analyst role, preferably in the financial services industry
• Experience in applying and developing analytical methods, and working with financial models
• Experience using ALM software: ZM Desk preferred
• Ability to anticipate needs and prioritize projects in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work
• Excellent verbal and written communication skills; able to express ideas concisely and logically to all levels
• Strong analytical and problem-solving skills with attention to detail
• Advanced SQL skills and understanding of relational databases preferred
• Advanced knowledge of Microsoft Office Suite, particularly Excel

Nice To Haves

• Knowledge of analytical/quantitative tools such as Python or R is preferred

Responsibilities

• Validate and maintain First Tech’s ALM model (ZM Desk) for interest rate risk management and net interest income simulations
• Assist leadership in Asset Liability Management and FP&A with all aspects of Capital Stress Testing
• Produce and validate monthly and quarterly Interest Rate Risk Reports and What If Scenarios
• Provides analytical support for capital markets activities in managing cash, securities, and interest rate risk
• Aggregate data from multiple source systems to research and analyze root causes of identified risk trends
• Review and present asset/liability management (ALM) reports
• Analyze the interest rate risk position utilizing results from the ALM analysis
• Assess the accuracy of various assumptions in the ALM model including prepayment speeds, deposit betas, decay rates etc.
• Proactively identify gaps, validate data, recognize errors, and make modifications to programs to meet changing needs, and recommend changes for approval and implementation
• Analyze and interpret data to manage cash flows, forecast liquidity trends and assess borrowing needs
• Prepare, deliver and/or present methodology and modeling results for senior leadership, committees, and other business units, effectively communicating analytical insights and logical thinking
• Contributes to the analysis and management of First Tech’s liquidity, investment and interest rate risk positions
• Develop and present scenarios that align with the current and projected Business Plan

Benefits

• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees