Financial Analyst

ALM First

. Work within the ALM First ALM Strategy Group and report to the Director of the ALM Strategy Group .

Posted 9/17/2026full-timeDallas • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fixed income portfolio management and investment analytics, with a strong understanding of macroeconomics and the ability to communicate complex financial concepts effectively. Proficient in executing interest rate and liquidity risk analytics while ensuring data integrity and compliance with governance policies.

Highest-signal resume keywords

Fixed Income Portfolio ManagementInterest Rate Risk AnalyticsLiquidity Risk AnalyticsALM Software KnowledgeFinancial Reporting Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalyticsData CalibrationEffective DurationConvexityNEVNIIOAS-Based ResultsLiquidity Stress TestingMarket AnalysisFinancial Report Interpretation

Soft Skills

Excellent Communication SkillsTechnical Requirement TranslationClear Investment Commentary Preparation

Tools & Technologies

ZM Financial SystemsQRMEmpyreanBloomberg

Certifications & Qualifications

CFAFRM

Industry Keywords

Asset ManagementBankingMacroeconomicsFixed Income Fundamentals

About the role

Key responsibilities & impact

Work within the ALM First ALM Strategy Group and report to the Director of the ALM Strategy Group
Assist in producing and maintaining investment analytics and associated reporting for fixed income portfolio management
Load and maintain fixed income security data within the ALM/investment model
Ensure instrument-level data and model parameters are calibrated consistently with model governance committee policy recommendations
Execute and process interest rate risk analytics, including effective duration/convexity, NEV, NII, and economic value sensitivity, for client and internal portfolios
Interpret and validate mortgage/prepayment and interest rate modeling outputs, including OAS-based results
Identify and document data, system, and modeling issues
Communicate findings clearly and consolidate technical requirements into actionable development items
Execute and process liquidity risk analytics, including liquidity stress testing, contingency funding plan support, and monitoring liquidity coverage/reliance metrics
Analyze investments, monitor markets, and participate in meetings
Travel occasionally for client meetings, conferences, and company events

Requirements

What you’ll need

0–3 years of relevant work experience, preferably in asset management, banking, or a related field
Understanding of macroeconomics and fixed income fundamentals
Excellent written and verbal communication skills
Experience translating business requirements into technical language
Knowledge of ALM software such as ZM Financial Systems, QRM, or Empyrean is a plus
Working knowledge of Bloomberg and other relevant analytics platforms
Bachelor’s degree and strong academic record with a concentration in finance, economics, mathematics, or another related quantitative/analytical discipline preferred
Advanced degree and/or professional designation such as CFA/FRM is a plus
Ability to read, analyze, and interpret financial reports, investment research, market data, industry publications, and regulatory materials
Ability to prepare clear and concise investment commentary, research reports, and client communications
Ability to effectively communicate market views, investment recommendations, and portfolio strategies to clients, colleagues, and executive leadership

Benefits

Comp & perks

Occasional travel for client meetings, conferences, and company events
Reasonable accommodations in job application procedures for individuals with disabilities