ALM Financial Analyst – Data & Client Insights

ALM First; Dallas (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

ALM First in Dallas, Texas is seeking a Financial Analyst to support their advisory team's data needs. The role involves preparing and analyzing ALM reports while maintaining client relationships through effective communication of results.

Candidates should have a Bachelor’s degree in a relevant field and 1-3 years of experience in banking or finance. The position emphasizes data management and client interaction, offering opportunities for training new analysts and contributing to product development.

Qualifications

• Bachelor’s degree in economics, finance, applied mathematics, engineering, computer/data science or physics is required.
• 1-3 years of analyst work experience in banking or finance is preferred.

Responsibilities

• Prepare asset/liability management (ALM) reports and data for clients.
• Generate interest rate sensitivity analyses for clients.
• Discuss ALM results and what-if analysis with clients.

Skills

Data analysis

Financial modeling

Client relationship management

Interest rate risk analysis

Education

Bachelor’s degree in economics, finance, applied mathematics, engineering, computer/data science or physics

Job description

ALM First in Dallas, Texas is seeking a Financial Analyst to support their advisory team's data needs. The role involves preparing and analyzing ALM reports while maintaining client relationships through effective communication of results.

Candidates should have a Bachelor’s degree in a relevant field and 1-3 years of experience in banking or finance. The position emphasizes data management and client interaction, offering opportunities for training new analysts and contributing to product development.