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 clientsModel client balance sheets in ALM softwareProduce ALM outputPrepare write-up analyzing ALM outputRun what-if analysisRun monthly investment reportsClient
Discuss ALM results with clientsDiscuss what-if results with clientsDiscuss research and market conditions with clientsInteract with client regarding data managementQualifications :
At least 1 year of analyst work experience is preferred.Strong customer service skillsUndergraduate degree in finance or a related field.Work Setup :
Work shift : Night ShiftSetup : RemoteBy Applying, you give consent to collect, store, and / or process personal and / or sensitive information for the purpose of recruitment and employment may it be internal to Cobden & Carter International and / or to its clients.