Financial Analyst, Funds Management, South Bend, IN

POSITION SUMMARY Responsible for executing the Asset Liability modeling production process, which includes data integrity and capture, working with Asset/Liability Manager as necessary to review, revise and report model assumptions, historical and prospective data modeling and scenario generation. Provides input to the design, implementation, and management of an enhanced Asset Liability process. Ensures that proper reporting is provided to management and the Board on ALCO related issues, and for the investment portfolio at both the bank and subsidiary level.

ESSENTIAL REQUIREMENTS

Maintains and develops operational systems and procedures relating to the Asset Liability function interacting with other departments.
Supports other investment activities at Bank and Corp level as needed.
Provides timely reporting to management and the Board of all pertinent information related to the bank’s investment portfolio.
Contributes to the maintenance of a comprehensive data base to provide information for the implementation of Asset Liability objectives.
Completes analysis and interpretation of information pertaining to investment strategies and economic simulation.
Resolves basic Asset Liability Management working problems.
Performs various ad hoc analysis as necessary in support of balance sheet management goals.
Communicates results to the Asset/Liability Manager.
Keeps informed of new developments and ideas which would affect Asset Liability strategies.
Works within the team that is responsible for obtaining, verifying, aggregating and analyzing interest rate products.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

Two (2) to five (5) years’ experience preferred or equivalent experience in a related field preferred.
Three or more years of prior banking or finance experience, preferably in Treasury, Finance, Asset Liability Management, or similar analytic disciplines.
Prior experience with Asset Liability Management software preferred.
Excellent communications and organizational skills.
Excellent math and analytical skills.
Proficient PC based skills (particularly with spreadsheet and database applications).
Ability to multi-task and adhere to deadlines.
Ability to communicate effectively both verbally and in writing.
Ability to handle multiple tasks in a fast-paced environment.
Analytical and problem-solving skills with attention to detail.

EDUCATION Bachelor’s degree required.

TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT MS Office PC, phone and standard office equipment

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)