Analyst Jobs

About The Position

Requirements

• Accurate data and analysis related to ALM, liquidity, interest rate risk, investment portfolio performance, funding needs, and financial trends.
• Maintains and reconciles data across core, reporting, budgeting, and modeling systems.
• Prepares recurring and ad hoc reporting for management decision-making.
• Partners with internal stakeholders to support sound financial strategy, regulatory readiness, and the credit union’s long-term financial strength.
• Supports asset/liability management and balance sheet risk activities.
• Performs investment portfolio analysis and reporting.
• Develops, measures, and monitors cash flow projections, liquidity trends, funding sources, contingency funding needs, and liquidity stress testing.
• Provides analytical support for the annual operating plan, forecasting model, return on investment analysis, loan participation activity, and other financial planning initiatives.
• Supports compliance with applicable regulatory guidance, internal policies, risk limits, documentation standards, internal controls, audit requirements, and examination requests related to liquidity, investments, interest rate risk, financial reporting, and balance sheet management.

Responsibilities

• Prepares, analyzes, validates, reconciles, and maintains financial data from the core system, third-party vendors, and internal sources for use in balance sheet risk management, forecasting, budgeting, ALM modeling, financial reporting, and strategic analysis.
• Supports asset/liability management and balance sheet risk activities, including assumption development, scenario and sensitivity analysis, interest rate risk modeling, net interest income analysis, economic value of equity/net economic value reporting, and monitoring of related balance sheet trends.
• Prepares recurring and ad hoc reporting for management, including analysis of liquidity, funding, investment portfolio performance, interest rate risk, financial performance, key risk indicators, peer data, and market trends.
• Performs investment portfolio analysis and reporting, including review of investment activity, income, yield, duration, market value changes, policy limit monitoring, related accounting entries, research of alternatives, and recommendations as appropriate.
• Develops, measures, and monitors cash flow projections, liquidity trends, funding sources, contingency funding needs, and liquidity stress testing to support operational, strategic, regulatory, and policy expectations.
• Provides analytical support for the annual operating plan, forecasting model, return on investment analysis, loan participation activity, and other financial planning initiatives.
• Partners with Finance, Accounting, Lending, Operations, third-party providers, auditors, and examiners to gather data, validate assumptions, explain trends, resolve variances, respond to requests, and support informed financial decision-making.
• Supports compliance with applicable regulatory guidance, internal policies, risk limits, documentation standards, internal controls, audit requirements, and examination requests related to liquidity, investments, interest rate risk, financial reporting, and balance sheet management.
• Performs other job-related duties as assigned by the Manager of Market Risk while promoting strong, positive, and productive working relationships aligned with Georgia United’s purpose, mission, and core values.