Financial Analyst

ALM First; Dallas (TX); On-site; USD 85,000 - 105,000; Full time

Job summary

ALM First Financial Advisors in Dallas is seeking an Investment Analytics Analyst to support the ALM Strategy Group. You will help produce and maintain fixed income analytics and client-ready reporting for portfolio management.

The role requires 0–3 years in asset management or banking, with a solid grasp of macroeconomics and fixed income, and the ability to translate business needs into technical language. Onsite in Dallas with growth potential.

Qualifications

• 0-3 years of relevant work experience, preferably in asset management, banking, or related field
• Understanding of macroeconomics and fixed income fundamentals
• Excellent written and verbal communication skills, with experience translating business requirements into technical language
• Knowledge of ALM software such as ZM Financial Systems, QRM, or Empyrean is a plus
• Working knowledge of Bloomberg and other relevant analytics platforms

Responsibilities

• Load and maintain fixed income data within the ALM/investment model and calibrate parameters per policy
• Execute and process interest rate risk analytics for client and internal portfolios
• Interpret and validate mortgage/prepayment and OAS-based outputs
• Identify data, system, and modeling issues and translate findings into development items
• Execute liquidity risk analytics including stress testing and contingency funding support

Skills

Macroeconomics understanding

Excellent communication skills

Asset management / banking experience

Education

Bachelor's degree in finance, economics, mathematics, or related field

Advanced degree and/or CFA/FRM is a plus

Tools

ZM Financial Systems

QRM

Empyrean

Bloomberg

Job description

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 $79 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.

Job Summary:

This position will work within the ALM First ALM Strategy Group (ASG) and will report to the Director of the ALM Strategy Group. The candidate will assist in the production and maintenance of investment analytics and associated reporting for use in fixed income portfolio management.

Responsibilities:

• Load and maintain fixed income security data within the ALM/investment model, ensure instrument level data and associated model parameters are calibrated in a manner that is consistent with policy recommendations outlined by the model governance committee
• Execute and process interest rate risk analytics — effective duration/convexity, NEV, NII, and economic value sensitivity — for client and internal portfolios
• Interpret and validate mortgage/prepayment and interest rate modeling outputs, including OAS-based results
• Identify and document data, system, and modeling issues, communicating findings clearly and consolidating technical requirements into actionable development items
• Execute and process liquidity risk analytics — including liquidity stress testing, contingency funding plan support, and monitoring of liquidity coverage/reliance metrics

Qualifications:

• 0-3 years of relevant work experience, preferably in asset management, banking, or related field
• Understanding of macroeconomics and fixed income fundamentals
• Excellent written and verbal communication skills, with experience translating business requirements into technical language
• Knowledge of ALM software such as ZM Financial Systems, QRM, or Empyrean is a plus
• Working knowledge of Bloomberg and other relevant analytics platforms

Minimum Education Qualifications:

• Bachelor’s degree and strong academic record with a concentration in finance, economics, mathematics, or other related quantitative/analytical discipline preferred. Advanced degree and/or professional designation such as CFA/FRM is a plus.

Physical Requirements & Work Environment:

• Position is ideally based onsite in our Dallas office.
• Prolonged periods of sitting and working at a computer while analyzing investments, monitoring markets, and participating in meetings.
• Occasional travel may be required for client meetings, conferences, and company events.

Language Skills: Ability to read, analyze, and interpret financial reports, investment research, market data, industry publications, and regulatory materials. Ability to prepare clear and concise investment commentary, research reports, and client communications. Ability to effectively communicate market views, investment recommendations, and portfolio strategies to clients, colleagues, and executive leadership.

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.

Equal Employment Opportunity: ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at [phone] (U.S.).