ALM Analyst: Balance Sheet & Liquidity Insight

SchoolsFirst Federal Credit Union; Tustin (CA); On-site; USD 78,000 - 118,000; Full time

Job summary

SchoolsFirst FCU is seeking an ALM Analyst in California to support asset/liability management, liquidity risk, and capital planning through financial analysis and forecasting. You will work under supervision to develop balance sheet projections and contribute to management reporting.

The role requires a Bachelor’s degree or equivalent experience, 1–3 years in related fields, and proficiency with Excel and ALM tools. Strong analytical and communication skills are essential.

Qualifications

• High School Diploma or GED required.
• Bachelor's degree in a related field or equivalent years of experience.
• 1–3 years of relevant experience.
• Knowledge of ALM software such as FIS BancWare, Empyrean or Moody's ZM desk.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Strong analytical and communication skills; able to learn new systems.

Responsibilities

• Monitor and report interest rate risk and liquidity risk using ALM software.
• Assist with balance sheet, NII, NEV, and liquidity forecasting.
• Prepare management reports and support scenario analyses.
• Support data gathering, reconciliation, and model inputs.
• Collaborate with team members on ALM analyses and budgeting.

Skills

ALM software

Excel

SQL

Analytical thinking

Communication

Education

Bachelor's degree in related field

Equivalent experience

Tools

FIS BancWare

Empyrean

Moody's ZM desk

Snowflake

Job description

SchoolsFirst FCU is seeking an ALM Analyst in California to support asset/liability management, liquidity risk, and capital planning through financial analysis and forecasting. You will work under supervision to develop balance sheet projections and contribute to management reporting.

The role requires a Bachelor’s degree or equivalent experience, 1–3 years in related fields, and proficiency with Excel and ALM tools. Strong analytical and communication skills are essential.