Lead ALM Analyst - Balance Sheet Strategy

Wright-Patt Credit Union; Beavercreek (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Wright-Patt Credit Union is seeking a Lead Analyst, Balance Sheet Management to provide reporting and decision support for balance sheet strategy. You will develop complex analyses in interest rate risk, liquidity, investments, and derivatives, translate results into actionable ALM strategies, and maintain the internal funds transfer pricing system.

The role requires executive communication and detailed, accurate work.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Economics, or related field is required.
• At least 10 years of experience in financial institution asset liability management, treasury, or financial analysis.
• Exceptional communication skills with ability to simplify complex analytical concepts across multiple levels.
• Proven experience creating robust analysis from existing and new data sources.
• Experience in SQL and data visualization tools; proficient in Excel or similar tools.

Responsibilities

• Produce and develop reporting on interest rate risk, liquidity, investments, derivatives and balance sheet management analysis for ALM Team and board ALCO review.
• Develop complex ad hoc analyses and financial models to support financial decisions in investments, funding, pricing, and ALM.
• Translate ALM results into balance sheet strategies through what-if scenario analysis and support modeling assumptions.
• Administer, maintain, and refine internal funds transfer pricing system.
• Lead special projects and other duties as assigned.

Skills

Financial analysis

Exceptional communication

Data modeling

Excel proficiency

Education

Bachelor’s Degree in Accounting, Finance, Economics, or related field

Master’s Degree (e.g MBA in finance or equivalent)

CFA preferred

Tools

SQL

Data visualization tools

Excel

Job description

Wright-Patt Credit Union is seeking a Lead Analyst, Balance Sheet Management to provide reporting and decision support for balance sheet strategy. You will develop complex analyses in interest rate risk, liquidity, investments, and derivatives, translate results into actionable ALM strategies, and maintain the internal funds transfer pricing system.

The role requires executive communication and detailed, accurate work.