Capital Planning & Liquidity Stress Analyst

ALM First; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

ALM First Financial Advisors in Dallas is seeking a junior to mid-level analyst within the ALM Strategy Group. The role reports to the Director of CPST and LST and focuses on producing and maintaining capital planning and liquidity stress tests for institutional clients.

You will load client balance sheets, run stress scenarios, and collaborate with analysts to ensure accurate modeling and documentation. A finance/economics/quantitative background is preferred.

Qualifications

• 0–4 years of relevant work experience in asset management or banking.
• Understanding of bank and credit union balance sheets, funding and liquidity.
• Excellent written and verbal communication skills with ability to translate business requirements into technical language.

Responsibilities

• Load and maintain client balance sheet, deposits, funding, and liquid assets while ensuring data integrity.
• Communicate effectively with financial analysts and financial advisors to ensure stress scenarios are specified, documented, and modeled for each client.
• Identify and document data, system, and modeling issues, translating findings into actionable development items.
• Execute liquidity stress testing and contingency funding plan support, and monitor liquidity coverage and reliance metrics.
• Maintain high efficiency as reporting volume varies over the quarter.

Skills

Written and verbal communication

Data integrity

Stress testing

ALM software knowledge

Bloomberg

Education

Bachelor’s degree in finance/economics/mathematics

Advanced degree / CFA/FRM (plus)

Tools

ZM by Moody's Analytics

QRM

Empyrean

Bloomberg

Job description

ALM First Financial Advisors in Dallas is seeking a junior to mid-level analyst within the ALM Strategy Group. The role reports to the Director of CPST and LST and focuses on producing and maintaining capital planning and liquidity stress tests for institutional clients.

You will load client balance sheets, run stress scenarios, and collaborate with analysts to ensure accurate modeling and documentation. A finance/economics/quantitative background is preferred.