Loan Transaction Associate

Job Opportunity

ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.

Job Summary

This is a unique opportunity to help us grow our Loan Transaction Network. This position will serve as a data manager and requires someone with a strong financial and data science background with the ability to communicate analytics reporting to both internal teams and clients.

The day-to-day duties of the position can be categorized as follows:

• Manage loan-level datasets, develop and enhance LTN analytics tools using programming languages, and support loan pool modeling and analysis within ALM software under guidance.
• Create data visualizations and interactive dashboards that transform complex loan and profitability scenarios into clear, actionable insights for stakeholders.
• Create and optimize automated data pipelines and database structures to support daily ingestion and processing of loan transaction and portfolio data.

Responsibilities

The LTN Associate will support LTN transactions and ensure transaction analytics are completed in a timely manner.

• Develop and maintain data models, dashboards, and analytics tools to support loan trading, portfolio optimization, and market intelligence.
• Collaborate with internal teams to enhance LTN platform analytics, including matching logic, performance metrics, and reporting.
• Lead the data analytics function, serving as the primary point of expertise for data analytics, automation, AI-enabled solutions, and continuous auditing within the department.
• Stay informed on industry trends, changes in industry regulations and the competitive landscape
• Work with management and product development team to refine existing analytics products as needed.
• Other duties as assigned.

Qualifications

• Possess excellent communication and organizational skills and have a proficiency in Microsoft Office.
• Experience in the financial services industry required with a focus on back office organization.
• PC/Windows-based software experience required with proficiency in SQL and other programming languages.
• Familiar with operational task designed to improve overall transaction efficiency.

Minimum Education Qualification

• Bachelor's degree in business and data science related fields

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.