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CoVantage Credit UnionPosted 1 month ago

Asset Liability Management Analyst

On-siteNeenah, Wisconsin, United States or De Pere, Wisconsin, United States

Full TimeBachelors DegreeMedium

Job Summary

Support the third-party ALM model by managing data inputs, assumptions, and documentation for timely analysis and reporting. Assist with loan participation activity, including reconciliations, reporting, and financial analyses, while preparing mortgage pipeline hedging analysis and position profit and loss reports. Maintain documentation for investment transactions, conduct variance and trend analysis for liquidity reporting, and support accounting and finance teams with monthly reconciliations. Provide timely responses to requests, voicemails, and emails, and acquire professional skills for evolving duties. Adhere to all regulations, policies, and the credit union's service standards.

Required Qualifications

  • Bachelor's degree in Accounting or Finance
  • Proficient with Windows and Microsoft Office software
  • Proficient in accrual accounting
  • Must be bondable

Desired Qualifications

  • Prior accounting or finance experience in a financial institution preferred

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