Financial Analyst

ALM First

Financial Analyst facilitating data work for advisory team needs at ALM First. Collaborating with Financial Advisors to maintain client relationships and prepare ALM reports.

Posted 6/29/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data AnalysisInterest Rate Sensitivity AnalysisWhat-If AnalysisVolatility AnalysisALM Reporting

Soft Skills

CommunicationTraining FacilitationCollaboration