Financial Analyst

8 hours ago

Philippines ALM First Full time ₱900,000 - ₱1,200,000 per year

About Us:

ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.

Job Summary:

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.

The Financial Analyst role is to facilitate the data work portion of the advisory team needs. Additionally, analyst work closely with a account manager in maintaining client relationships

  • Preparation of asset/liability management (ALM) reports
  • Loading detailed data from clients into the ALM model via electronic data files
  • Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
  • Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
  • Preparing written analyses of the ALM results
  • Discussing ALM results with the account manager and with clients via remote or in-person presentations
  • Preparing what-if analysis and providing written analysis of the results
  • Facilitate training of new analysts
  • Contribute to the development of new products
  • Participate in SSG projects (Credit and valuation; distressed cash flow analysis, and M&A transaction analysis)

The day-to-day duties of the position can be categorized as either 1) analysis or 2) client related.


• Analysis

  • Manage all data to and from clients
  • Model client balance sheets in ALM software
  • Produce ALM output
  • Prepare write-up analyzing ALM output
  • Run what-if analysis
  • Run monthly investment reports


•Client

  • Discuss ALM results with clients
  • Discuss what-if results with clients
  • Discuss research and market conditions with clients
  • Interact with client regarding data management

Additional Qualifications:

No prior experience is required; however, at least 1 year of analyst work experience is preferred.

Strong customer service skills

Minimum Education Qualification:

Undergraduate degree in finance or a related field.

Physical Requirements:

    • Prolonged periods sitting at a desk and working on a computer
    • Must be able to lift up to 15 pounds at times
    • Must be able to effectively communicate.

Work Environment:

    • Work is normally performed in a typical interior/work environment
    • Must be able to lift up to 15 pounds at times

Location:

It is a requirement for the candidate applying for this position to be a resident of the Philippines.

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.

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