Treasury Consulting Analyst
EQ Bank | Equitable Bank
full-time
Posted on:
Location Type: Hybrid
Location: Regina • California • United States
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About the role
- Responsible for performing the Asset Liability Management (ALM) modeling for credit union clients across Canada.
- Works with credit unions to develop appropriate assumptions pertaining to balance sheet forecasts, rate movements, and other applicable areas to run the ALM modeling for client portfolios.
- Provides professional advice to credit union clients in the areas of interest rate risk (IRR), profitability, liquidity, and capital management.
- Provides support to the Treasury Consulting team in other activities related to model enhancement, training, client engagements, or other product lines such as the weekly interest rate bulletin, credit underwriting for credit union foreign exchange forwards and lines of credit (LOCs), and liquidity advisory service to credit unions.
Requirements
- University education with a focus on Finance/Accounting, or Business. Enrollment in a program such as CFA, CPA, or MBA would be beneficial.
- Treasury experience would be an asset, but individuals with a background within the financial industry may also be successful.
- Relative understanding of finance and treasury concepts (i.e.: general structure of bank/credit union balance sheets, deposit and loan products, general accounting concepts).
- Individual must have a keen personal interest in economic and financial environment (i.e.: knowledge of monetary/fiscal policy, general interest rate environment, deposit/loan market).
- Financial modelling and creative problem-solving skills - must have an analytical aptitude and be detail oriented.
- Key to success is effective research and analysis capabilities (i.e., the ability to analyze information to determine trends, correlations, and understand different regulatory environments).
- Strong technology skills with Excel and Word are necessary.
- An ability to work independently or collaboratively is required.
- Individual should be inquisitive, self-motivated, and have good time management skills.
- Strong inter-personal skills and the ability to work with credit union’s senior leadership (General Managers, Senior Analysts, CFOs/CEOs, VPs, Directors).
Benefits
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Asset Liability Management (ALM) modelingfinancial modelinginterest rate risk (IRR)profitability analysisliquidity managementcapital managementcredit underwritingregulatory analysisanalytical aptitudeproblem-solving
Soft Skills
effective researchanalysis capabilitiesdetail orientedinquisitiveself-motivatedtime managementinterpersonal skillscollaborative workindependent workcommunication
Certifications
CFACPAMBA