What are the responsibilities and job description for the Senior ALM Consultant position at Catalyst Corporate Federal Credit Union?
Full-Time, Permanent Opportunity for Senior ALM Consultant (Located in Plano, TX)
The Work Itself
Responsibilities
The Senior ALM Consultant plays a pivotal role in delivering strategic financial risk management solutions to clients. This seasoned professional is responsible for independently:
Essential Requirements
The Senior ALM Consultant thrives in a dynamic, results-driven environment. They are highly organized, detail-oriented, and committed to delivering value to clients through insightful analysis and actionable recommendations. A strategic mindset and the ability to build strong relationships are essential for success in this role.
This position offers the opportunity to work with industry leaders and contribute to shaping financial strategies that drive measurable client success.
How We'll Have Your Back
Catalyst'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:
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.
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!
Company Overview
Catalyst Strategic Solutions (CSS) has been providing Asset and Liability Management (ALM) and balance sheet advisory services to financial institutions for over 35 years. Brokerage services through our affiliate CU Investment Solutions, LLC. CSS is a wholly owned financial services organization of Catalyst Corporate Federal Credit Union. With this background, CSS is fully attuned to the regulatory, reporting, and management needs of financial institutions. Our client base includes financial institutions across the United States and represents asset sizes ranging from $5 million to over $50 billion.
The Work Itself
Responsibilities
The Senior 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.
Essential Requirements
- Educational Background: A bachelor’s degree in finance, economics, accounting, or a related field, with a minimum of 7 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.
- Intermediate to advanced proficiency in Microsoft Excel, including functions like lookups, pivot tables, and formula creation.
- 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.
- 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.
The Senior ALM Consultant thrives in a dynamic, results-driven environment. They are highly organized, detail-oriented, and committed to delivering value to clients through insightful analysis and actionable recommendations. A strategic mindset and the ability to build strong relationships are essential for success in this role.
This position offers the opportunity to work with industry leaders and contribute to shaping financial strategies that drive measurable client success.
How We'll Have Your Back
Catalyst'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:
- Hybrid Work Environment: Prioritizing flexibility and work-life balance, Catalyst employees come into the office once a week on average.
- Time Away: Federal Holidays, Generous Vacation Days, 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” 5 times in a row 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. 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.
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.
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!
Company Overview
Catalyst Strategic Solutions (CSS) has been providing Asset and Liability Management (ALM) and balance sheet advisory services to financial institutions for over 35 years. Brokerage services through our affiliate CU Investment Solutions, LLC. CSS is a wholly owned financial services organization of Catalyst Corporate Federal Credit Union. With this background, CSS is fully attuned to the regulatory, reporting, and management needs of financial institutions. Our client base includes financial institutions across the United States and represents asset sizes ranging from $5 million to over $50 billion.