ALM Consultant

Job Description

Job Description

Full Time, Permanent Opportunity for ALM Consultant (Must be local to Plano, TX; Hybrid)

Catalyst and Your Career

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!

The Work Itself

The ALM Consultant plays a pivotal role in delivering strategic financial risk management solutions to clients. This seasoned professional is responsible for independently:

1. Building and maintaining strong client relationships to foster trust and ensure long-term partnerships.
2. Producing, interpreting, and delivering comprehensive financial risk management reports.
3. Guiding clients in understanding their financial risk positions and providing strategic insights on balance sheet management and overall financial strategy.

The Talent You Bring

The Essential Requirements:

• 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 Back

Catalyst 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.

Who We Are

With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: catalystcorp.org.

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.