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    Financial Analyst - Dallas, United States - ALM First

    ALM First
    ALM First Dallas, United States

    1 week ago

    Default job background
    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.


    Job Summary:


    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.

    This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.

    The Financial Analyst role is to facilitate the data work portion of the advisory team needs. Additionally, analyst work closely with a account manager 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 account manager 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, and M&A transaction analysis)

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


    • 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


    • Client
    Discuss ALM results with clients

    Discuss what-if results with clients

    Discuss research and market conditions with clients

    Interact with client regarding data management


    Additional Qualifications:
    No prior experience is required; however, at least 1 year of analyst work experience is preferred.

    Strong customer service skills


    Minimum Education Qualification:
    Undergraduate degree in finance or a related field.


    Physical Requirements:
    Prolonged periods sitting at a desk and working on a computer

    Must be able to lift up to 15 pounds at times

    Must be able to effectively communicate.


    Work Environment:
    Work is normally performed in a typical interior/work environment

    Must be able to lift up to 15 pounds at times

    ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

    ALM First believes deeply in equality and strongly supports diversity and inclusion.

    We will continue our driven dedication 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 ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.

    #J-18808-Ljbffr
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