Senior Financial Analyst - ALM Strategies and Analytics (Hybrid)

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

The senior level position will support the Asset Liability Management (ALM) Strategies and Analytics team to identify, communicate and manage the interest rate risk embedded in current and forecasted business activities. Use quantitative approaches and robust methodologies to inform decision making in hedging strategies, balance sheet optimization, funding and investment allocation, and business unit product strategies.

Responsibilities

• Data Analysis - Develop scenarios and analytics to identify and monitor the sources of interest rate risk in current and forecasted balance sheet; Conduct advanced portfolio analytics and deep-dives into products to gain insights into emerging trends, risks and/or profitability
• Reporting - Design, automate and maintain effective senior management reporting including presentations to ALCO and Board
• Business Support -Participate in the review and analysis as the ALM subject matter expert of new products and services, changes to product offerings and other important strategic initiatives led by external groups; Conceptualize, devise, implement and document quantitative solutions as part of ALM strategy initiatives and analytical developments to aide strategic and tactical decision making; Stay abreast of industry best practices and research market trends and regulatory changes impacting ALM decisions
• Financial Support - Assist / propose risk management strategies collaborating closely with other risk disciplines including capital, liquidity, credit and with considerations from accounting and market perspectives; Collaborate with cross-functional teams to implement effective risk management strategies; Contribute to the development and enhancement of ALM policies and procedures as applicable
• Peer Leadership - Assists management with the onboarding and training of new staff. Mentors less experienced staff, including review of daily output and coaching

Qualifications

Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics

Other preferred qualifications

• 5+ years of experience in ALM, finance, or risk management
• Strong proficiency in financial modeling and analytical tools
• Ability to work independently and collaboratively in a dynamic environment
• Knowledge of regulatory requirements related to ALM and financial institutions
• Experience in statistical /quantitative analysis tools (such as SQL, Python, or R), and business intelligence tools (such as Power BI or Tableau) strongly preferred
• Familiarity with QRM or a similar risk management system a plus
• Relevant certifications (e.g. CFA, FRM) a plus

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.