Asset Liability Analyst Resume Samples

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E Simonis

Emmy

Simonis

233 Fahey Corners

Houston

+1 (555) 345 6933

233 Fahey Corners

Houston

Phone

p +1 (555) 345 6933

Experience Experience

Philadelphia, PA

Asset & Liability Management Analyst

Philadelphia, PA

Lueilwitz, Funk and Dach

Philadelphia, PA

Asset & Liability Management Analyst

Evaluation of the impact on the product models of various scenarios used for Comprehensive Capital Analysis & Review (CCAR) submissions
Communicate with specific front-line business Finance, Treasury and FRO teams to drive Planning/CCAR process for various Citi’s businesses
Alignment with risk management teams to insure accuracy in risk exposure reporting
Strong analytical stills
On a monthly basis, prepare ALM model inputs, run analytics and prepare management reports
Aid in the estimation and monitoring of IRR and other balance sheet risk exposures leveraging a variety of tools and techniques including simulation models, economic analysis and market research
Maintain and update the ALM model and other activities including current balance sheet build, balance sheet gap, valuation analysis and earning simulations

Philadelphia, PA

Senior Asset Liability Management Analyst

Philadelphia, PA

Kautzer and Sons

Philadelphia, PA

Senior Asset Liability Management Analyst

Identifying opportunities to improve financial modeling and reporting by using knowledge of financial modeling techniques and concepts
Prepare and regularly review annual goals and career development plan with manager/supervisor
Lead the assessment of model performance through validation, back-testing, assumption review and recommend ongoing enhancements. Work with junior analysts in regards to model validation, documentation and implementation of changes to the ALM model
Perform a wide range of interest rate risk analysis using a variety of sophisticated risk metrics that include Duration of Equity (DoE) Economic Value of Equity (EVE), net interest income forecasting, duration and convexity, value at risk (VAR) and earnings at risk (EAR). Oversight of the inclusion of securitization in the interest rate risk models
Make decisions guided by common sense and sound business judgment
Monitor and report Treasury compliance in regards to the Risk Group market risk models. Oversee compliance reporting for Counterparty Derivative Exposure, Foreign Exchange and US balance sheet exposures
Maintain and improve ALM infrastructure framework for management reporting by process automation, software maintenance and workflow optimization

present

Los Angeles, CA

Senior Asset & Liability Management Analyst

Los Angeles, CA

Gibson-Fay

present

Los Angeles, CA

Senior Asset & Liability Management Analyst

present

Performing ongoing stress-testing and ad-hoc scenario analysis to quantify risk exposures
Identifying opportunities to improve the financial modeling and reporting using knowledge of financial modeling techniques and concepts
Responsible for the development, enhancement, and maintenance of ALM models and systems that derive market risk (including interest rate and FX risk)
Lead preparation, development and analysis of reports, metrics and risk dashboards. Develop detailed knowledge of the underlying data, model assumptions and financial instrument behavior
Includes the preparation of weekly, monthly, quarterly, annual and ad hoc model reports for regulatory and management risk position reporting
Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions
Perform a wide range of interest rate risk analysis using a variety of sophisticated risk metrics that include Duration of Equity (DoE) Economic Value of Equity (EVE), net interest income forecasting, duration and convexity, value at risk (VAR), earnings at risk (EAR) and economic value of equity at risk (EVAR)

Education Education

Bachelor’s Degree in Mathematics

Drexel University

Bachelor’s Degree in Mathematics

Skills Skills

Using technical/professional knowledge, interpersonal and sales skills to obtain customers’ commitment to ideas, services, or products
Learns, implements, and develops reporting extractions through the internal asset/liability software system (Bancware)
Asset/Liability, or similar income and valuation, modeling
Attend to detail while maintaining a big picture orientation
Project a positive, professional image both internal and with external business contacts
Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment
Strong principles of balance sheet, income statement and fixed income security analysis
Develops board quality reports designed for depositories of size ranging from 100 million in assets to 10 billion in assets
Partner with other functional areas to accomplish objectives
Advanced math and analytics sufficient for quantitative and analytical analysis to assist in the development of financial projections and valuation metrics

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Senior Asset Liability Analyst Resume Examples & Samples

Coordinate the data information, system and business requirements, testing, and implementation of technology and modeling projects to ensure complete data are available and models functioning according as expected
Liaise with First Hawaiian Bank to produce consolidated holding company analytics in an accurate, consistent, and timely manner
Develop analytics and reporting that conform to the BNP Paribas Group standards. Monitor the Bank’s practices to ensure compliance, and coordinate supplemental and ad-hoc Treasury ALM analytics
Validate data input, assumptions and results of income simulations, balance sheet gap, and market value models to ensure modeling outputs are reasonable
Compile data and prepare reports for ALCO, Reporting, Financial Planning & Analysis, Capital, and BNPP teams
Provide specialized analytical support for Comprehensive Capital Analysis and Review (CCAR) and others as needed
Develop tools to automate and streamline processes while improving detail, accuracy, and timeliness of analytics
Act as liaison to financial, accounting, technology, and business units
Bachelor’s Degree in Business or Finance required
Master’s/Advanced Degree in Business or Finance preferred
3+ years of directly related experience in financial institution
Knowledge of economics, financial accounting & analysis, and banking
Expertise with reconciling and analyzing large data sets, including SQL scripting
Experience with QRM or Bancware ALM systems
Knowledge of Microsoft SharePoint desirable
Highly motivated, responsible, organized, and curious individual with uncompromising ethics and integrity

Asset & Liability Management Analyst Resume Examples & Samples

Assisting with the development, documentation and testing of product models needed as input to Financial Planning and Risk Management forecasts
Evaluation of the impact on the product models of various scenarios used for Comprehensive Capital Analysis & Review (CCAR) submissions
Communicate with specific front-line business Finance, Treasury and FRO teams to drive Planning/CCAR process for various Citi’s businesses
Alignment with risk management teams to insure accuracy in risk exposure reporting
General understanding of Asset and Liability management and the interrelationship between product balances
General understanding of core economic drivers (GDP, CPI, unemployment, housing, interest rates) and their impact on banking products
Ability to work with large data sets
Strong analytical stills
Advanced degree in quantitative related field -- statistics, computer science, economics, econometrics, finance or applied mathematics
1+ years of relevant finance/business/accounting/statistical experience in financial services
Prior experience developing econometric and multivariate regression models and time Series modeling experience a plus
Prior hands-on experience in programming and modeling using SAS
Working knowledge of SQL is a plus
Experience in model validation, documentation and tracking is a plus

Asset & Liability Analyst Resume Examples & Samples

On a monthly basis, prepare ALM model inputs, run analytics and prepare management reports
Extract and manipulate data to provide implementable statistical analytics to support financial modeling
Participate in model test cycles to ensure smooth implementation of new model structure and/or assumptions; ensure appropriate process change documentations are kept
Expert level skills with Excel including macro programing, pivot tables, charts/graphs and data organization
High level of ability to build financial and risk models in Excel
Some understanding of accounting and of bank balance sheet flows

Senior Asset / Liability Analyst Resume Examples & Samples

Ensuring that data used in the simulation model is accurate and working with the Interest Rate Risk Manager to provide guidance to the data management team
Performing a variety of ad-hoc analyses related to interest rate risk, hedging, and liquidity management
Developing competence in interest rate risk measurement technologies and asset/liability management concepts, and staying abreast of developments in economics, modeling techniques, securities and financial markets
Validating models used in the interest rate risk measurement process
A bachelor’s degree is required, with a concentration in finance, mathematics, statistics, actuarial science, economics or accounting preferred
Fundamental understanding of capital market instruments
Comfort with quantitative and statistical techniques
4+ years of financial industry experience
Candidate must be self-motivated and results-oriented with the ability to function effectively under deadlines, and possess the ability to work in a team environment as well as to be part of multiple teams
Understanding of a wide range of commercial and consumer banking products, including non-maturity deposits, retail and commercial loans, and mortgage products
Graduate degree in business, finance, mathematics, statistics, actuarial science, economics or accounting

Senior Asset Liability Analyst Resume Examples & Samples

Excellent analytical, complex problem resolution and leadership skills
Ability to think on feet and make well-reasoned decisions with suboptimal information
Curiosity and drive to understand the metrics that drive our company's success
Inquisitive, willing to challenge the status quo and strive to improve processes
Understanding of economics, financial market dynamics, interest rates, accounting, and financial products
Proficient in MS Office tools. Working knowledge of SQL and database query tools a plus
3 or more years of experience as a financial data analyst

Asset & Liability Management Analyst Resume Examples & Samples

Aid in the estimation and monitoring of IRR and other balance sheet risk exposures leveraging a variety of tools and techniques including simulation models, economic analysis and market research
Maintain and update the ALM model and other activities including current balance sheet build, balance sheet gap, valuation analysis and earning simulations
0-2+ years of related experience
Knowledge of fixed income mathematics
MBA, MS Finance
This job requires a hands-on experience in quantitative analysis, database knowledge and model development
Advanced level skills with Excel including macro programing, pivot tables, charts/graphs and data organization. High level of ability to build financial and risk models in Excel
Conceptual banking skills and an understanding of balance sheet and income statement dynamics as well as an understanding of bank accounting processes

Senior Asset / Liability Analyst Resume Examples & Samples

Asset/Liability Risk Measurement Modeling Performs monthly interest rate risk assessments and reporting
Participates in projects to enhance the bank's Interest Rate Risk simulation process; this includes assisting in the development of customer behavior models, (e.g. deposit balance, loan and deposit prepayments)
Under the supervision of the Interest Rate Risk Manager, the position assists in identifying and evaluating balance sheet strategies and works periodically with other areas of the Treasury Department to ensure proper modeling of investment, funding, liquidity, derivatives and hedging activities
This position supports the validation of interest rate risk models through the 1st line of defense validation and the resolution of 2nd line model validation issues
The position is responsible for supporting the functions of the Interest Rate Risk Team, and other internal and external individuals and groups as required
Interactions/Liaisons/Interfaces: Interfaces regularly with Market Strategy & Execution, Balance Sheet Forecasting, Model Risk Control and Treasury Modeling & Analytics on topics to enhance the modeling process and provide information on interest rate risk
Other responsibilities of the position include
Ability to manage ambiguity, risk, and changing direction of projects and strategies
Knowledge of banking, finance, accounting, economics and budgeting/planning with a financial institution is desired
5+ years of financial industry experience

Senior Asset Liability Analyst Resume Examples & Samples

Global Markets Experience (Desired)
Excellent analytical, complex problem resolution, management and leadership skills
Ability to think on feet and make well-reasoned decisions
Understanding of financial market dynamics, interest rates, accounting, and financial products
Proficient in MS Office tools"
BS/BA Finance/Accounting
Familiarity with Interest Rate and Macro-economic markets
Valuation Experience
QRM/PALMS Experience
Global Markets Experience
Effectively Work with Others/Business Partnering
Business Mastery

Senior Asset Liability Analyst Resume Examples & Samples

Effective communication skills (written & verbal)
Intellectually curious
SQL/database experience

Asset Liability Analyst Resume Examples & Samples

Learns, implements, and develops reporting extractions through the internal asset/liability software system (Bancware)
Develops board quality reports designed for depositories of size ranging from 100 million in assets to 10 billion in assets
Facilitates senior level client meetings, conference calls, and board meetings
Develops and presents balance sheet management strategies for financial institution clients
Asset/Liability, or similar income and valuation, modeling
Strong principles of balance sheet, income statement and fixed income security analysis
Principles of banking and finance
Advanced math and analytics sufficient for quantitative and analytical analysis to assist in the development of financial projections and valuation metrics
Identifying relationships, draw logical conclusions, and interpret results
Using technical/professional knowledge, interpersonal and sales skills to obtain customers’ commitment to ideas, services, or products
Learn required software systems within a short amount of time after date of hire
Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels including senior management
Read, interpret, analyze and apply information from industry data
Gather information, identify linkages and trends and apply findings to assignments
Bachelor’s Degree (B.A.) in Finance, Accounting or Business and a minimum of three (3) years of finance experience with a minimum of two (2) years’ experience in the financial services industry

Asset Liability Management Analyst Resume Examples & Samples

Participates in the design, construction, and monitoring of innovative investment, hedging and funding strategies
Develops reports and presentation materials that effectively communicate financial performance, risks, and strategy recommendations
Provides implementable statistical analytics for the support of portfolio modeling
Takes initiative and demonstrates leadership skills to contribute to the advancement of the Asset/Liability Management process
Excellent computing skills are a must, including expertise in Excel and Access
Good verbal and written communication skills including presentation of financial analysis
Strong work ethic and self motivated
Ability to cultivate and work in a team environment

Asset & Liability Management Analyst Resume Examples & Samples

Drive regional alignment of ALM practices against global standards; collaborating with head office experts, local finance teams and other stakeholders to ensure compliance with SG global ALM rules and practices
Contribute to the ALM roadmap deliverables and to lead major regional or global projects driven or sponsored by ALM
Implementation and coordination of changes resulting from ALM initiatives
Ensure Group norms and policies related to ALM are properly followed by the Asian entities
Active support to stakeholders on ALM and scarce resource topics, operational or strategic, including but not limited to BS, RWA, capital/cost of capital, liquidity, structural risk
Provide stakeholders with timely and accurate information or management reports to support all ALM-related decisions
Coordination of regional initiatives relating to ALM topics
Review regional and global regulatory updates and changes
Drive process improvement initiatives for ALM
Ensure effectiveness of operational controls of ALM processes, making improvement recommendations and alignment to Group norm and monitoring the implementation progress
Management of ad-hoc production issues on ALM
Degree holder in finance, accounting or related disciplines
4-5 years working experience; previous working experience in banking field is required
Knowledge of ALM topics (liquidity, structural IRR and FX, capital management, RWA) and Basel requirements preferred
Project skills preferred
Strong analytical skills and ability to summarize key messages
Able to work under pressure and capable of meeting tight / multiple deadlines
Strong interpersonal skills; a team player as well as strong ability to work independently
Reliable & quality-oriented
Good stakeholder management
Proactive in learning and quick to adapt to and drive changes

Asset Liability Analyst Resume Examples & Samples

Aids in the estimation and monitoring of interest-rate risk and other Asset/Liability risk exposures leveraging a variety of tools and techniques including simulation models, economic analysis and market research
Assists in ALM team development including knowledge sharing and project coordination
Engages and collaborates with others, including portfolio managers, lines of business representatives, and funding managers to provide support for subjects such as earnings forecasting, interest rate risk analysis, FTP, Economic Capital, Capital Planning, Corporate Development, etc

Senior Asset Liability Management Analyst Resume Examples & Samples

5+ years of asset & liability management analysis experience
A strong knowledge of financial engineering and interest rate and term structure modelling is desirable
Strong analytical skills with high attention to detail and accuracy, financial modeling and valuation experience is required
Experience of Excel Macro, MatLab, R and SQL
Demonstrated high degree of proficiency in Microsoft Excel and strong working knowledge of database software (i.e. Microsoft Access) and Word
Working knowledge of Bloomberg and Reuters
Develop and maintain models based on behavioral analysis to support the analysis of loan prepayments, non-maturity deposits and cap/floor risk
Includes the preparation of weekly, monthly, quarterly, annual and ad hoc model reports for regulatory and management risk position reporting
Identifying opportunities to improve financial modeling and reporting by using knowledge of financial modeling techniques and concepts
Perform a wide range of interest rate risk analysis using a variety of sophisticated risk metrics that include Duration of Equity (DoE) Economic Value of Equity (EVE), net interest income forecasting, duration and convexity, value at risk (VAR) and earnings at risk (EAR). Oversight of the inclusion of securitization in the interest rate risk models
Oversee data preparation, reconciliation and validation to ensure the accuracy of data sets and other key inputs used to support interest rate risk analytics
Monitor and report Treasury compliance in regards to the Risk Group market risk models. Oversee compliance reporting for Counterparty Derivative Exposure, Foreign Exchange and US balance sheet exposures
Maintain and improve ALM infrastructure framework for management reporting by process automation, software maintenance and workflow optimization
Perform ongoing stress-testing and ad-hoc scenario analysis to quantify risk exposures
Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel
Make decisions guided by common sense and sound business judgment

Asset Liability Management Analyst Resume Examples & Samples

Gather information from business lines leaders, senior executives, or financial reports and construct a detailed functional balance sheet and income statement forecast
Run analyses in the Asset Liability Management framework
Get involved in the creation of accurate interest rate risk analyses and recurring reporting decks and be able to interpret results
Document analyses, processes, and results for presentation to executives, model validators, and audit functions
Be able to implement changes or improvements to the Asset Liability Management framework, upstream models, or other risk management tools individually or with help from others
Undergraduate degree in economics, finance, accounting, mathematics, or similar field; MS/MA degree or professional designation preferred
Minimum 3+ years of relevant corporate work experience in financial planning and analysis, asset liability management, quantitative modeling, or similar fields
Finance/Banking experience is a big plus
Excellent communication skills, both verbal and written are required
Advanced MS Excel skills are essential
Experience with FIS BancWare ALM or QRM is very desirable
Skills with SQL, VBA, and R Studio are a plus

Asset & Liability Mgmt Liquidity Analyst Resume Examples & Samples

Collect and evaluate the firm data in preparation of financial forecasts,
Calibrate and develop liquidity models in QRM as needed
Develop, implement, and perform leading liquidity stress testing practices for the Company and significant internal legal entities that are commensurate with their respective liquidity risk
Design and model stress scenarios and determine appropriate stress triggers for Liquidity Stress Testing
Develop ad-hoc liquidity and balance sheet analysis

Senior Asset Liability Analyst Resume Examples & Samples

Manage the quantification and reporting of the institution’s interest rate risk (IRR) position using the company’s ALM software model (the “Model”)
Oversee and supervise the running of the Model and have a thorough understanding of how the Model functions, the assumptions being used in the Model and how Model output is impacted by changes in the balance sheet, assumptions and interest rates
Oversee and supervise the updating, maintenance and documentation of Model input assumptions and ensure assumptions are reviewed and approved no less that annually by both the Asset Liability Management Committee (“ALCO”) and the Board
Using the Model, oversee or supervise production of monthly IRR measurements such as Earnings at Risk (“EAR”) and Economic Value of Equity (“EVE”)
Reconcile the Model to actual balance (G/L)
Ensure for timely and accurate analysis of IRR results and coordinate the aggregation of this and other reporting information with other functional areas within Treasury and compile ALCO and Board reporting materials and presentations
Ensure regulatory compliance with annual IRR model validation requirements as well as any other regulatory requirements
Ensure compliance with ALM policy and the company’s Risk Appetite Statement and immediately report exceptions to the Director
Track all requests for additional information or analysis from ALCO and ensure proper follow up
Ensure ALCO meeting minutes are produced and provided for review in a timely fashion
Ensure Model is kept updated to the latest software version in a timely fashion or as appropriate
Be completely familiar with regulatory guidance, such as SR Letters and the Examiner’s Handbook, with respect to asset-liability management, ensure direct reports are also familiar with such guidance, and maintain copies of recent guidance documents for reference
Oversee the Net Interest Margin (“NIM”) component of the forecasting and budget processes
Oversee forecasting of capital ratios under both normal operating conditions and stress conditions utilizing outputs from the credit stress testing model
Monitor, analyze and report monthly changes in NIM
Identify and periodically review as appropriate Key Performance Indicators (“KPIs”) and Key Risk Indicators (“KRIs”) with respect to capital at risk, make recommendations for updates or changes thereto and report periodically to ALCO and the Board
Oversee ALCO and Board reporting of capital spot and stress capital ratios
Monitor loan and deposit origination volumes, tenors, structures, spreads and pricing
Oversight of ALCO reporting of loan and deposit pricing and growth
Preparation of materials for pricing committee
Participate in credit stress testing initiative
Act as back up to Stress Testing Manager

Asset / Liability Analyst Resume Examples & Samples

Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
Be subject matter expert for email /SMS marketing and champion best practices within the organization
Execute, report on and continuously optimize email marketing campaigns
Partner with creative teams to define creative needs (e.g. write creative briefs, partner to develop effective and efficient creative templates, streamline creative development processes, etc.)
Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity
Measure performance of email marketing activity with KPI's including deliverability, open, click, revenue contribution at campaign level and present to senior leadership
Financial services experience is a plus and/or experience in regulated industries
Understand marketing technologies and methodologies
Strong analytical skills and data-driven thinking
Comfortable presenting ideas to stakeholder groups and leadership -- strong written and presentation skills
Experience managing and forecasting budgets and performance across marketing channels
Energetic -- high energy, willing to work hard and enjoy success and willing take risks
Self-starter -- driven to get results, needing little or no management oversight
Passionate -- always strive for excellence and have pride in your work
LI-LT1

Senior Asset & Liability Management Analyst Resume Examples & Samples

Working knowledge of statistical analysis techniques within a financial environment
Ability to generate advanced reports and run complex database queries
Proficiency with asset/liability modeling software, such as Bancware and QRM is desirable
Working knowledge of Bloomberg and Reuter
A strategic thinker with proven ability to accept accountability, and take initiative
Proven ability to work independently and within a team environment
Proven ability to concentrate on a variety of tasks, with frequent interruption, seeing them through to completion
Proven ability to manage deadlines and conflicting/competing tasks; strong time management skills
Strong interpersonal skills; strong team player
Strong organizational skills; detail-oriented
The incumbent must have well-developed and adaptive problem-solving skills in order to identify, determine and select appropriate action
Provide subject matter-expertise across department and cross-functional areas
Motivated by positive change
Able to work well in a complex and dynamic environment
This role will require periodic travel to the United States
Responsible for the development, enhancement, and maintenance of ALM models and systems that derive market risk (including interest rate and FX risk)
Lead the assessment of model performance through validation, back-testing, assumption review and recommend ongoing enhancements. Work with junior analysts in regards to model validation, documentation and implementation of changes to the ALM model
Lead preparation, development and analysis of reports, metrics and risk dashboards. Develop detailed knowledge of the underlying data, model assumptions and financial instrument behavior
Identifying opportunities to improve the financial modeling and reporting using knowledge of financial modeling techniques and concepts
Perform a wide range of interest rate risk analysis using a variety of sophisticated risk metrics that include Duration of Equity (DoE) Economic Value of Equity (EVE), net interest income forecasting, duration and convexity, value at risk (VAR), earnings at risk (EAR) and economic value of equity at risk (EVAR)
Oversight of the inclusion of securitization in the interest rate risk models
Ensure thorough documentation of processes and controls which will support decision points and help mitigate key person dependencies
Performing ongoing stress-testing and ad-hoc scenario analysis to quantify risk exposures
Subject matter expert for all matters pertaining to hedge effectiveness
Work closely with the Senior AVP ALM in assessing and quantifying the Interest Rate Risk for the Banking Book (IRRBB) and Economic Capital for the ICAAP
Provide direction and oversight to less experienced analysts
Ad-hoc requests and participation in other projects and initiatives as required

Asset & Liability Mgmt Liquidity Analyst Resume Examples & Samples

evaluate the firm’s data in preparation for liquidity reports and forecasts
calibrate and run the QRM application for daily and month-end reporting
develop customized liquidity reports and analysis
test upgrades to the QRM application and work with Technology to resolve issues
implement leading liquidity practices for the Company and significant internal legal entities that are commensurate with their respective liquidity risk
Undergraduate degree in Economics, Accounting or Finance with 2+ years of related experience
MBA or CPA is preferred
Knowledge of advanced accounting and finance concepts and analysis techniques, and the ability to apply them in a broad business area
Ability to provide concise, accurate written reports/memorandums
Ability to make effective oral presentations
Ability to understand and design financial models

Senior Asset Liability Analyst Resume Examples & Samples

Excellent analytical and complex problem resolution skills
Proficient in MS Office tools, especially Microsoft Excel (v look ups, pivot tables)
Ability to work with a high level of autonomy and make well-reasoned decisions
2-5 years working in a analytical role around finance
Understand balance sheet

Senior Asset Liability Analyst Resume Examples & Samples

2+ years of experience in the financial industry
Advanced Excel, Data Manipulation (vlookups, pivot ups)
Modeling skills

Senior Asset Liability Analyst Resume Examples & Samples

Understanding of financial market dynamics and financial products
Proficient in MS Office tools, especially Microsoft Excel (must have advanced skills)
Master’s Degree, preferably in Statistics, Mathematics, Data Science, Engineering or Computer Science
Proficient in SQL, R Programming or Python
Treasury Experience
Platform Development Experience

Senior Asset Liability Analyst Resume Examples & Samples

BS/BA - Finance/Accounting prefered
Proficient in MS Office tools, especially Microsoft Excel (VBA skills desired)
SQL skills (Desired)

Treasury Asset Liability Management Analyst Resume Examples & Samples

Assists with identifying, analyzing and monitoring the interest rate risk position of the Bank’s balance sheet through Net Interest Income (“NII”) and Economic Value of Equity (“EVE”) simulations. Assists in the monthly communication of the interest rate risk position to relevant stakeholders. Documents and maintains procedures to serve as references for the monthly processes to ensure proper controls surrounding the integrity of the analyses
Researches and analyzes the contractual and behavioral characteristics of the Bank’s assets and liabilities. Helps monitor the performance of the asset liability management model through back-testing and benchmarking, conducting sensitivity-testing of model assumptions and recommending updates as appropriate. Assists in developing strategies for dealing with interest rate risk issues that affect Bank of Hawaii Corporation and its subsidiaries
Assists with projects related to services, operations, systems and technologies. Assists with development and implementation of procedural, operational and system changes. May assist with division level and other external projects related to or impacting department services, operations, systems and technologies. Assists with presentations and communicates at all levels
Assists staff as required to ensure service level quality standards and deadlines are met. Provides general technical and operations support. Initiates, receives, researches and resolves routine and some non-routine inquiries. Ensures proper operational policies and procedures are followed, controls exercised and errors corrected
Provides input in establishing department goals and objectives and performs functions of higher level technical positions for temporary coverage and cross training purposes
Minimum 1 – 3 years of banking or related experience
Project/process management experience and/or vendor management experience preferred
Knowledge of or ability to use Bank software and systems, including Asset Liability Management models such as QRM (preferred), Bancware or Sendero
Must possess strong analytical, quantitative and problem solving skills to identify opportunities and make recommendations
Able to work flexible hours including holidays, weekends and evenings as needed

Credit Analyst, GT Asset Liability Management Resume Examples & Samples

Possess analytical and credit skills
Possess good knowledge of fixed income products and/or experience in credit investments
Able to analyze data/information and derive a view on credit/industry developments
Strong communication skills (both interpersonal & writing skills) and good organizing skills

Senior Asset Liability Analyst Resume Examples & Samples

Be proficient in analytical abilities, financial acumen and problem solving
Be able to effectively partner within Deposits Pricing, Product and across multiple lines of business
Has strong written and oral communication is critical
Demonstrates extreme attention to detail, organization and deadlines
Is a self-starter who can function in a highly dynamic, ever changing environment
Can manage multiple priorities simultaneously
Offers solutions and improves upon recommendations, engaging in healthy debate during the decision-making process
College Degree required
Management Accounting Experience

Junior Asset & Liability Management Analyst Resume Examples & Samples

Assist in production review (data quality check , run excel challenger models etc)
Develop new on-going monitoring: develop new Excel analysis to review stress test results (back testing, sensitivity analysis)
Ability to perform independent analysis with minimal supervision and document them
Assist in the implementation of the new liquidity models in system - UAT phase
Assist in additional models development and documentation

Senior Asset Liability Analyst Resume Examples & Samples

Making rate positioning & risk recommendations after analyzing tradeoffs among competing metrics and constraints in a scenario driven environment
Presenting to Executive Management and Regulators. Produce analytics for Senior Leadership inclusive of scenario analysis. Outputs are consumed by External Reporting, Investor Relations, Portfolio Management, & Enterprise Risk
Being a Business partner with multiple groups within Corporate Treasury including Finance, Capital, Forecasting, Corporate Investments, Quantitative Finance, & Corporate Funding. Automate manual processes
2-4 years in financial services
Bachelor's Degree in Finance, Quantitative, or Economics preferred
Proficient in MS Office tools, especially advanced in Microsoft Excel
CFA/MBA in Finance

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