Financial Analyst

ALM First Financial Advisors is a strategic partner providing financial advisory services to depository institutions. The Financial Analyst will support the ALM Strategy Group by producing and maintaining investment analytics and reporting for fixed income portfolio management, including interest rate risk and liquidity risk analysis.

What you'll do:

• 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

What they're looking for:

• 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
• 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
• 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
• 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