Analyst, Asset Liability Management (ALM)Austin, TXPermanent | Fully OnsiteSoni's client is seeking an Analyst, Asset Liability Management (ALM) to support debt portfolio reporting, financial analytics, and capital markets tracking initiatives. This is an excellent opportunity for an analytically driven finance professional with strong technical skills in data analysis, financial modeling, and reporting within an investment environment.
Responsibilities of the
Analyst, Asset Liability Management (ALM):
- Prepare property and portfolio-level collateral and performance reporting across debt and investment portfolios
- Support monthly, quarterly, and annual reporting cycles, including aggregation, validation, and reconciliation of financial and performance data
- Interpret and analyze debt covenants, lending limits, and capital structure metrics to identify leverage optimization opportunities
- Partner with internal teams and external lenders to fulfill reporting requirements and respond to ad hoc data requests
- Maintain and enhance tracking databases related to credit facilities, debt structures, and historical performance metrics
- Support project management efforts across ALM and capital markets initiatives
- Assist with analysis of historical debt portfolios and financing activity
Requirements of the
Analyst, Asset Liability Management (ALM):
- Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field
- 2-5 years of experience in banking, capital markets, real estate finance, investment analysis, or related analytical role
- Advanced Excel skills, including complex formulas, Index/Match, and VBA/macros preferred
- Strong SQL skills; Python/Pandas experience preferred
- Experience working with large financial datasets and financial modeling tools
- Strong analytical and quantitative skills
- Experience in real estate, mortgage finance, or capital markets preferred
Compensation:$60,000 - $80,000 base salary (flexible for higher based on experience and market intel)
+up to 15% bonus potential
Compensation may vary based on experience, skills, and qualifications.
Please apply for immediate consideration!