Department: ALM Strategy Group

Reports To: Director, ALM Strategy Group

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.

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 tools commonly used in data analysis a plus (SQL, VBA, Python, Alteryx, R)
  • Knowledge of data visualization tools commonly used in data analysis a plus (Tableau, Power BI)
  • Working knowledge of Bloomberg and other relevant analytics platforms
  • Knowledge of ZM Financial Systems or other interest rate modeling software is a plus

Responsibilities:

  • Develop and maintain database queries for use in analysis and reporting.
  • Develop and maintain reporting workflows using a combination of tools to ensure that investment analytics are produced and distributed accurately and timely
  • Coordinate with other resources to identify, document, and resolve data or system issues that impact modeling, analytics, and reporting deliverables.
  • Understand and interpret mortgage modeling, including prepayment modeling and interest rate modeling
  • 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
  • Communicate and consolidate technical requirements into actionable items for development

Minimum Education Qualification

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 CFA designation is a plus.

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 $75 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.

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. Many of the clients we serve were founded to provide equal economic opportunities for their communities. By providing fair and affordable access to credit, our depository clients are helping individuals and families of modest means buy their first homes and open or maintain their small businesses. 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 an Employee Task Force.