Jobs via Dice
Overview
Full-Time, Permanent Opportunity for Senior ALM Analyst (Located in Plano, TX). Are you looking to take the next step in your finance career and deepen your impact in the world of financial risk management? As a Senior ALM Analyst, you’ll play a key role in helping credit unions and financial institutions understand and manage balance sheet risk. This position is ideal for someone with a few years of experience who is ready to apply their analytical skills, deepen their technical expertise, and work directly with clients to deliver insights and strategic recommendations. Responsibilities
Building and maintaining strong client relationships to foster trust and ensure long-term partnerships. Producing, interpreting, and delivering comprehensive financial risk management reports. Support client strategy with data-driven analysis of interest rate risk, liquidity, and other key balance sheet metrics. Qualifications
Education: A bachelor’s degree in Finance, Economics, Accounting, or a related field. Experience: At least 3 years of relevant experience in finance, preferably in financial services, risk, treasury, ALM, or investment analysis. Analytical Mindset: Strong attention to detail with the ability to interpret financial data and trends. Communication Skills: Clear, concise writing and the confidence to discuss technical topics with clients. Organization: Ability to manage multiple priorities and deliver high-quality work under tight deadlines. Technical Skills
Understanding of fixed income, loan valuation, cash flow modeling, and prepayment behavior. Solid foundation in accounting principles and economic theory. Proficiency with Microsoft Excel (pivot tables, lookups, formulas) and familiarity with PowerPoint/Word. Understanding of Power Platform tools such as Power BI, Power Query, or Power Automate. Preferred Qualifications
Advanced Degrees/Certifications: MBA, CFA, FRM, CPA, CMA, or CTP. Modeling Platforms: Experience with ALM or financial modeling tools (e.g., Empyrean, QRM, FIS, ProfitStars). Technical Skills: Alteryx or other ETL tools. Presentation Skills: Comfort presenting to clients and leadership teams. Why This Role?
Deepen your technical and strategic finance skills. Partner directly with credit union leadership teams. Grow into more advanced consulting, modeling, or client strategy roles. Who Succeeds in This Role?
Someone who is curious, detail-oriented, and client-focused. You’ll enjoy solving complex financial problems, thinking critically, and working in a fast-paced, analytical environment where your insights directly shape client decisions. Equal Opportunity
Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. Company Overview
Catalyst Strategic Solutions (CSS) has been providing Asset and Liability Management (ALM) and balance sheet advisory services to financial institutions for over 35 years. CSS is a wholly owned financial services organization of Catalyst Corporate Federal Credit Union. Our client base includes financial institutions across the United States with asset sizes ranging from $5 million to over $50 billion.
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Full-Time, Permanent Opportunity for Senior ALM Analyst (Located in Plano, TX). Are you looking to take the next step in your finance career and deepen your impact in the world of financial risk management? As a Senior ALM Analyst, you’ll play a key role in helping credit unions and financial institutions understand and manage balance sheet risk. This position is ideal for someone with a few years of experience who is ready to apply their analytical skills, deepen their technical expertise, and work directly with clients to deliver insights and strategic recommendations. Responsibilities
Building and maintaining strong client relationships to foster trust and ensure long-term partnerships. Producing, interpreting, and delivering comprehensive financial risk management reports. Support client strategy with data-driven analysis of interest rate risk, liquidity, and other key balance sheet metrics. Qualifications
Education: A bachelor’s degree in Finance, Economics, Accounting, or a related field. Experience: At least 3 years of relevant experience in finance, preferably in financial services, risk, treasury, ALM, or investment analysis. Analytical Mindset: Strong attention to detail with the ability to interpret financial data and trends. Communication Skills: Clear, concise writing and the confidence to discuss technical topics with clients. Organization: Ability to manage multiple priorities and deliver high-quality work under tight deadlines. Technical Skills
Understanding of fixed income, loan valuation, cash flow modeling, and prepayment behavior. Solid foundation in accounting principles and economic theory. Proficiency with Microsoft Excel (pivot tables, lookups, formulas) and familiarity with PowerPoint/Word. Understanding of Power Platform tools such as Power BI, Power Query, or Power Automate. Preferred Qualifications
Advanced Degrees/Certifications: MBA, CFA, FRM, CPA, CMA, or CTP. Modeling Platforms: Experience with ALM or financial modeling tools (e.g., Empyrean, QRM, FIS, ProfitStars). Technical Skills: Alteryx or other ETL tools. Presentation Skills: Comfort presenting to clients and leadership teams. Why This Role?
Deepen your technical and strategic finance skills. Partner directly with credit union leadership teams. Grow into more advanced consulting, modeling, or client strategy roles. Who Succeeds in This Role?
Someone who is curious, detail-oriented, and client-focused. You’ll enjoy solving complex financial problems, thinking critically, and working in a fast-paced, analytical environment where your insights directly shape client decisions. Equal Opportunity
Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. Company Overview
Catalyst Strategic Solutions (CSS) has been providing Asset and Liability Management (ALM) and balance sheet advisory services to financial institutions for over 35 years. CSS is a wholly owned financial services organization of Catalyst Corporate Federal Credit Union. Our client base includes financial institutions across the United States with asset sizes ranging from $5 million to over $50 billion.
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