Financial Analyst

Jobtailor; 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

About Us

ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.

Qualifications

• Bachelor’s degree in economics, finance, applied mathematics, engineering, computer/data science or physics
• At least 1-3 year of analyst work experience in banking or finance is

Responsibilities

The Financial Analyst role is to facilitate the data work portion of the advisory team needs. Additionally, analyst work closely with a Financial Advisor in maintaining client relationships

• Preparation of asset/liability management (ALM) reports
• Loading detailed data from clients into the ALM model via electronic data files
• Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
• Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
• Preparing written analyses of the ALM results
• Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations
• Preparing what-if analysis and providing written analysis of the results
• Facilitate training of new analysts
• Contribute to the development of new products
• Participate in SSG projects
• Credit and valuation
• Distressed cash flow analysis

The day-to-day duties of the position can be categorized as either 1) analysis or 2) client related

1) Analysis

• Manage all data to and from clients
• Model client balance sheets in ALM software
• Produce ALM output
• Prepare write-up analyzing ALM output
• Run what-if analysis
• Run monthly investment reports

2) Client

• Discuss ALM results with clients
• Discuss what-if results with clientsDiscuss research and market conditions with clients
• Interact with client regarding data management

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.