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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.
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Responsible for complex financial and data analysis, forecasting, all asset liability management modeling (ALM), and reporting of various financial information. This team member will complete complex financial and data analysis, forecasting, and asset liability management (ALM) and then recommend actions to leadership while making a positive impact to our Members.
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Responsible for all asset liability management (ALM) modeling and reporting, including identifying various balance sheet risks such as interest rate risk, liquidity risk, concentration risk, etc.
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Ten or more years of experience in asset/liability management, interest rate risk management in the financial services industry. Serves as a leader and subject matter expert on interest rate risk management for Asset Liability Committee, Enterprise Risk Management, Treasury, and lines of business.
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Certified Financial Risk Manager (FRM) or Chartered Financial Analyst (CFA) preferred. Forecasting across multiple economic and interest rate scenarios, the candidate will develop a deep understanding of behavioral modeling, balance sheet forecasting, financial reporting, and stakeholder management.
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In your role as Asset and Liability Management Manager you will be given the opportunity to own the end-to-end forecasting process for a sub-set of the CFG balance sheet. Bring together an understanding of financial mathematics, banking products and QRM capabilities to identify and recommend best in class forecasting approaches.
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We are seeking a detail-oriented and experienced Financial Analyst to join our team in Atlanta, GA. The ideal candidate will have a strong background in opex/apex, capex, IT asset management, and experience with ServiceNow. This role will involve analyzing financial data, managing budgets, and providing insights to support strategic decision-making.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
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6+ years of relevant work experience in consulting role and/or in Treasury/Treasury Risk management function within financial services industry. Strong understanding of liquidity and asset & liability management and experience managing of associated risks.
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Experience working closely with Treasurers and Senior Management through the identification of emerging asset & liability management, interest rate, and liquidity risks. Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and Regulatory professionals help organizations identify the regulatory changes impacting their business and implement effective and efficient processes to manage regulatory, capital, liquidity and interest rate risks, respond to evolving regulatory environments and implement programs, measures, and tools to help clients with a specific focus on risk, data, and regulatory processes.
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You'll help our clients on range of risk management services in the treasury area around asset liability management, liquidity risk management, FTP, and other treasury activities.
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Experience reference data management and middle office operations for financial service industry preferably asset management. Strong data domain expertise in the finance industry especially asset management.
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Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients.
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Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients.
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The Financial Analyst and Senior Financial Analyst report to the Grant Services Fiscal Manager. The Financial Analyst will maintain current training and development on applicable federal grant programs and policies and the systems and tools used by CoA to conduct grants management, including IDIS, HMIS, SAGE, Oracle, Neighborly, Microsoft 365 suite, etc.
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financial services analyst asset management jobs Title: financial Company: Mirador Inc in Moapa, Nevada
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