EQ Bank | Equitable Bank

Senior Analyst, Treasury Consulting

EQ Bank | Equitable Bank

full-time

Posted on:

Location Type: Hybrid

Location: Regina • Canada

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Job Level

Senior

About the role

  • Managing the Asset Liability Management (ALM) modeling for credit union clients across Canada.
  • Providing expert advice to credit union clients in the areas of interest rate risk (IRR), profitability, liquidity, and capital management.
  • Managing modeling for their client portfolio and working with credit unions to develop appropriate assumptions pertaining to balance sheet forecasts, rate movements, and other applicable areas.
  • Providing support within 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 foreign exchange forwards and credit union lines of credit (LOC’s), and liquidity advisory service to credit unions.

Requirements

  • University education with a focus on Finance or Business. Other certifications or Master’s Degree, or enrollment in an applicable program, would be highly beneficial (i.e. CFA, CPA, MBA).
  • Treasury experience preferred, but individuals with a background within the financial industry may also be successful.
  • Strong understanding of finance and treasury concepts (ie: 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 (ie: knowledge of monetary/fiscal policy, general interest rate environment, deposit and loan market).
  • Advanced financial modelling skills and creative problem-solving skills would be an asset. Must have a strong analytical aptitude and be very 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).
  • Superior technology skills with Excel and Word are necessary.
  • An analytical aptitude with the ability to work independently or collaboratively are required.
  • Individual should be inquisitive, self-motivated, and a self-starter with good time management skills. Strong ability to communicate with clients at Director levels or higher.
  • Strong inter-personal skills and the ability to work with credit unions senior leadership (Executive’s such as CFO’s/CEO’s, VP, Director)
  • 3-5 years experience in the financial services industry, with experience in financial modeling and balance sheet management
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
financial modelingbalance sheet managementinterest rate riskprofitability analysisliquidity managementcapital managementdata analysisregulatory analysisforecastingproblem-solving
Soft Skills
analytical aptitudedetail orientedeffective researchcommunicationtime managementinquisitiveself-motivatedcollaborativeinterpersonal skillsclient engagement
Certifications
CFACPAMBA