Finance Investment Analyst

Job Description : Position Summary :

Financial Investment Analyst is responsible for compiling, evaluating, and analyzing financial data for the credit union through various models and tools. The incumbent independently reviews and recommends investment strategies for the credit union, overseeing third-party relationships with partnered brokers. The incumbent role is an integral part of the organization's corporate planning including budgeting, modeling, and analysis for project management.

Primary Responsibilities and Duties :

1. Portfolio Management : Develop, recommend, and execute strategies to manage the credit union's investment portfolio, ensuring alignment with financial objectives, risk tolerances, and liquidity needs.

• Monitor portfolio performance, conducting regular reviews, look-backs, identifying opportunities for adjustments or improvements.
• Recommend investments across asset classes, considering risk, return, and regulatory compliance.
• Work closely with the CFO and VP Finance to develop long-term investment strategies.
• Model the impact of the investment portfolio to the overall balance sheet through Asset Liability Models (ALM).

Modeling : Responsible for organizing, loading, and maintaining financial data into the required systems.

Reporting :

4. Ensure overall satisfactory audit results and no repeat findings from internal audits, third-party external audits, or regulatory examinations. Any identified exceptions or deficiencies are addressed promptly, and target dates established for resolution are reasonable and met.

5. Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union.

Knowledge / Skills :

Minimum Requirements :

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.