ALM First Company
Analyst (Internal Applications Only)
ALM First Company, Dallas, Texas, United States, 75215
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:
This position will work within the ALM First Investment Management Group (IMG) and will report to the Managing Director of the Investment Management Group. The candidate will support traders, portfolio managers, and client service in the development, communication, and execution of investment strategies that seek to maximize the risk-adjusted performance across the firm's discretionary and non-discretionary institutional mandates.
Responsibilities:
Aid senior staff in portfolio strategy and construction, congruent with client’s investment guidelines and objectives.
Perform portfolio risk analytics and performance attribution and communicate findings to senior staff and client service.
Portfolio monitoring – review/analyze weekly analytics and portfolio weights to help inform investment decisions.
Support business development in RFP reviews, marketing material, and ad-hoc requests.
Monitor credit portfolios to evaluate ongoing credit quality and ratings migrations.
Re-balancing of model portfolios to model/target weights.
Assist in economic, market, and relative value research and commentary.
Respond to ad-hoc requests from traders and portfolio managers.
Qualifications:
0-3 years of relevant work experience, preferably in asset management, banking, or related field.
Understanding of macroeconomic and fixed income fundamentals.
Familiarity with securitized products, corporate credit, municipal bonds, and repo markets.
Proficiency in Microsoft Office, particularly Microsoft Excel and PowerPoint. Experience with VBA, SQL is a plus.
Working knowledge of Bloomberg, Intex, and other analytics platforms.
Excellent written and verbal communication skills.
Strong work ethic, attention to detail, and superior analytical skills.
Bachelor’s degree and strong academic record with a concentration in finance, economics, mathematics, or other related quantitative/analytical discipline preferred. Advanced degree is a plus.
Minimum Education Qualifications:
Bachelor’s degree and strong academic record with a concentration in finance, economics, mathematics, or other related quantitative/analytical discipline preferred. Advanced degree and/or CFA designation is a plus.
ALM FIRST STATEMENT ON DIVERSITY & INCLUSION:
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment 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 how we can improve our own policies and practices to encourage diversity through the use of our designated committee.
#J-18808-Ljbffr
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:
This position will work within the ALM First Investment Management Group (IMG) and will report to the Managing Director of the Investment Management Group. The candidate will support traders, portfolio managers, and client service in the development, communication, and execution of investment strategies that seek to maximize the risk-adjusted performance across the firm's discretionary and non-discretionary institutional mandates.
Responsibilities:
Aid senior staff in portfolio strategy and construction, congruent with client’s investment guidelines and objectives.
Perform portfolio risk analytics and performance attribution and communicate findings to senior staff and client service.
Portfolio monitoring – review/analyze weekly analytics and portfolio weights to help inform investment decisions.
Support business development in RFP reviews, marketing material, and ad-hoc requests.
Monitor credit portfolios to evaluate ongoing credit quality and ratings migrations.
Re-balancing of model portfolios to model/target weights.
Assist in economic, market, and relative value research and commentary.
Respond to ad-hoc requests from traders and portfolio managers.
Qualifications:
0-3 years of relevant work experience, preferably in asset management, banking, or related field.
Understanding of macroeconomic and fixed income fundamentals.
Familiarity with securitized products, corporate credit, municipal bonds, and repo markets.
Proficiency in Microsoft Office, particularly Microsoft Excel and PowerPoint. Experience with VBA, SQL is a plus.
Working knowledge of Bloomberg, Intex, and other analytics platforms.
Excellent written and verbal communication skills.
Strong work ethic, attention to detail, and superior analytical skills.
Bachelor’s degree and strong academic record with a concentration in finance, economics, mathematics, or other related quantitative/analytical discipline preferred. Advanced degree is a plus.
Minimum Education Qualifications:
Bachelor’s degree and strong academic record with a concentration in finance, economics, mathematics, or other related quantitative/analytical discipline preferred. Advanced degree and/or CFA designation is a plus.
ALM FIRST STATEMENT ON DIVERSITY & INCLUSION:
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment 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 how we can improve our own policies and practices to encourage diversity through the use of our designated committee.
#J-18808-Ljbffr