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ALM First

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 6/28/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in asset/liability management (ALM) analysis, including interest rate risk assessment and reporting. Proficient in data analysis and client relationship management within the banking or finance sector.

Highest-signal resume keywords
Asset/Liability Management (ALM) AnalysisInterest Rate Risk AssessmentData AnalysisClient Relationship ManagementFinancial Reporting

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data AnalysisInterest Rate Sensitivity AnalysisWhat-If AnalysisVolatility AnalysisALM Reporting
Soft Skills
CommunicationTraining FacilitationCollaboration
Tools & Technologies
ALM ModelElectronic Data Files
Industry Keywords
BankingFinanceEconomic ValueProjected Net Interest IncomeAnalyst Experience

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