Hybrid Asset Liability Analyst II|ALM Modeling & Forecasts

SchoolsFirst FCU; Tustin, Northern (CA, KY); Hybrid; USD 88,000 - 132,000; Full time

Job summary

SchoolsFirst FCU in Tustin, CA is seeking an Asset Liability Analyst II to assist in balance sheet, NEV, and NII forecasts, supporting modeling techniques for capital planning and stress testing. The role requires a bachelor’s degree and 3–5 years of ALM experience, with proficiency in Bancware/ZM Desk, SQL, and advanced Excel.

The candidate will validate data, generate detailed reports for senior management, and collaborate with senior analysts to ensure ALM strategies align with business

Qualifications

• Bachelor's Degree or equivalent years of experience in finance or related field.
• 3-5 years of relevant ALM/finance experience preferred.
• Proficiency in SQL and financial modeling tools.

Responsibilities

• Assist in balance sheet, NEV, and NII forecasts under various scenarios.
• Develop and refine ALM models for capital planning and stress testing.
• Validate data and support reports for senior management.
• Collaborate with analysts to align ALM strategies with business objectives.

Skills

ALM

Financial modeling

Excel

SQL

Analytical thinking

Education

Bachelor's Degree in related field

Tools

Bancware

ZM Desk

Job description

SchoolsFirst FCU in Tustin, CA is seeking an Asset Liability Analyst II to assist in balance sheet, NEV, and NII forecasts, supporting modeling techniques for capital planning and stress testing. The role requires a bachelor’s degree and 3–5 years of ALM experience, with proficiency in Bancware/ZM Desk, SQL, and advanced Excel.

The candidate will validate data, generate detailed reports for senior management, and collaborate with senior analysts to ensure ALM strategies align with business