About this role
Role Overview
- Facilitate the data work portion of the advisory team needs
- Work closely with a Financial Advisor in maintaining client relationships
- Preparation of asset/liability management (ALM) reports
- Load detailed data from clients into the ALM model via electronic data files
- Generate interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
- Analyze interest rate risk positions utilizing results from the ALM analysis for clients
- Prepare written analyses of the ALM results
- Discuss ALM results with the Financial Advisor and with clients via remote or in-person presentations
- Prepare what-if analysis and provide written analysis of the results
- Facilitate training of new analysts
- Contribute to the development of new products
- Participate in SSG projects
Requirements
- Bachelor’s degree in economics, finance, applied mathematics, engineering, computer/data science or physics
- At least 1-3 years of analyst work experience in banking or finance
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities