Full Time, Permanent Opportunity for ALM Consultant (Must be local to Plano, TX; Hybrid)The Work ItselfThe ALM Consultant plays a pivotal role in delivering strategic financial risk management solutions to clients. This seasoned professional is responsible for independently:
- Building and maintaining strong client relationships to foster trust and ensure long-term partnerships.
- Producing, interpreting, and delivering comprehensive financial risk management reports.
- Guiding clients in understanding their financial risk positions and providing strategic insights on balance sheet management and overall financial strategy.
The Talent You BringThe Essential Requirements:
To succeed in this role, the ideal candidate must possess:
- Educational Background: A bachelor's degree in finance, economics, accounting, or a related field, with a minimum of 5+ years of relevant financial experience.
- Technical Knowledge:
- Expertise in fixed income securities, loan valuation, cash flow modeling and prepayment analysis.
- A solid foundation in accounting principles and economic theory.
- Proficiency in Microsoft Excel, including functions like lookups, pivot tables, and formula creation.
- Understanding of Power Platform tools such as Power BI, Power Query, Power Automate or Azure database experience.
- Competency in other Microsoft Office applications.
- Analytical Acumen: Demonstrated analytical and problem-solving skills with a strong attention to detail.
- Communication Skills: Exceptional written and verbal communication abilities, capable of conveying complex financial concepts clearly and effectively.
- Organizational Skills: Adept at managing multiple projects and deadlines in a fast-paced, collaborative environment.
- Travel: The ALM Consultant is expected to make client visits and deliver presentations as needed. The extent of travel required by the position is typically less than 10%.
Preferred Requirements:
- Advanced Credentials: An advanced degree (e.g., MBA) and/or certifications such as CFA, FRM, CMA, CTP, or CPA.
- Modeling Expertise: Experience with financial modeling platforms, including but not limited to Empyrean, FIS Balance Sheet Manager, QRM, KRM, ZM, Plansmith, or Profitstars.
- Technical Proficiency: Knowledge of SQL or other programming languages.
- Presentation Skills: Proven ability to design and deliver impactful client presentations.
How We'll Have Your BackCatalyst Corporate's compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:
- Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
- Planning for the Future: 401K retirement savings plan with matching and company contributions.
- Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
- Building a Family: We were named "Best Place for Working Parents" since 2021 due to our commitment to family-friendly policies and practices.
- Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.
