ALM Analyst II: Forecasting, Risk & Data Insights

SchoolsFirst Federal Credit Union; Aliso Viejo (CA); Hybrid; USD 88,221 - 132,331; Full time

Benefits offered by this job

Hybrid work options

Job summary

SchoolsFirst Federal Credit Union is seeking an Asset Liability Analyst II to support balance sheet forecasting, NEV and NII analysis, and capital planning. You will assist with ALM models, data management, and results interpretation for senior management, while collaborating with the team to refine modeling techniques and ensure data accuracy.

The role requires a solid grounding in financial principles, experience with ALM tools, and strong communication skills to convey findings across the

Qualifications

• Strong analytical and problem‑solving skills.
• Proficiency in Microsoft Office Suite and financial modeling/analysis.
• Experience with data management and SQL coding.

Responsibilities

• Assist in balance sheet, NEV, and NII forecasts under various scenarios.
• Prepare detailed reports for senior management.
• Develop and refine ALM modeling techniques for capital planning and stress testing.
• Maintain data for ALM models and perform data validation.
• Collaborate with senior analysts to align ALM strategies with business goals.

Skills

Analytical thinking

Communication skills

SQL coding

Data mining

Education

High School Diploma or GED

Bachelor’s Degree in a related field

Tools

Bancware

ZM Desk

Excel

Job description

SchoolsFirst Federal Credit Union is seeking an Asset Liability Analyst II to support balance sheet forecasting, NEV and NII analysis, and capital planning. You will assist with ALM models, data management, and results interpretation for senior management, while collaborating with the team to refine modeling techniques and ensure data accuracy.

The role requires a solid grounding in financial principles, experience with ALM tools, and strong communication skills to convey findings across the