Financial Analyst

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 clients
• Model client balance sheets in ALM software
• Produce ALM output
• Prepare write-up analyzing ALM output
• Run what-if analysis
• Run monthly investment reports

Client

• Discuss ALM results with clients
• Discuss what-if results with clients
• Discuss research and market conditions with clients
• Interact with client regarding data management

Qualifications:

•  At least 1 year of analyst work experience is preferred.
• Strong customer service skills
• Undergraduate degree in finance or a related field.

Work Setup:

• Work shift: Night Shift
  
• Setup: Remote

By 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.