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ALM & Investment Analyst

Summary Purpose: Perform analysis for current and potential members of the organization; manage investment accounting program and support consulting and ALM programs for member credit unions; perform economic, market and sector analysis; support sale of investment and loan products to member credit unions; perform functions related to member security safekeeping; support monthly reporting for the Board and Asset Liability Committee (ALCO); provide assistance to and backup support for the Investments and Investment Services staff as needed.

Essential Duties and Responsibilities

  • Support ALM and balance sheet consulting practice
  • Run monthly bond accounting program
  • Perform, report, and evaluate ALM, risk reporting, liquidity, investment, economic, market, and sector analysis measures for members, Corporate Central & QuantyPhi
  • Perform BondEdge input and output analysis
  • Determine various member account parameters and pricing, as well as market investment and loan products for member credit unions
  • Assist Business Development and Investments staff with the enhancement, customization, and marketing of financial products and services

Required Knowledge, Skills, and Abilities

  • Knowledge of and proficiency in financial analysis and evaluation techniques
  • Knowledge of accounting principles, ALM, and Balance Sheet Optimization process
  • Proficiency in data analysis using excel and other analytical tools
  • Ability to effectively plan and prioritize work
  • Effective communication skills, both oral and written
  • Ability to work well with others and to effect positive initiatives

Education and Experience
This position requires a college degree and extensive experience in ALM and investment analysis. 

For consideration, please send your resume and salary requirements to: personnel@corpcu.com.