About Us: ALM First Financial Advisors is a leading, trusted strategic partner for depository ... Interact with client regarding data management ALM FIRST STATEMENT ON DIVERSITY & INCLUSION ALM ...
About Us: ALM First Financial Advisors is a leading, trusted strategic partner for depository ... Interact with client regarding data management ALM FIRST STATEMENT ON DIVERSITY & INCLUSION ALM ...
Financial Analyst
Dallas, TX · On-site
About Us: ALM First Financial Advisors is a leading, trusted strategic partner for depository ... Interact with client regarding data management ALM FIRST STATEMENT ON DIVERSITY & INCLUSION ALM ...
Financial Analyst
Dallas, TX · On-site
About Us: ALM First Financial Advisors is a leading, trusted strategic partner for depository ... Interact with client regarding data management ALM FIRST STATEMENT ON DIVERSITY & INCLUSION ALM ...
... Inclusion ... Partner with Business Managers to provide timely financial data, consolidate feedback, and support ...
... Inclusion ... Partner with Business Managers to provide timely financial data, consolidate feedback, and support ...
... Inclusion ... Partner with Business Managers to provide timely financial data, consolidate feedback, and support ...
... Inclusion ... Partner with Business Managers to provide timely financial data, consolidate feedback, and support ...
... Inclusion ... Partner with Business Managers to provide timely financial data, consolidate feedback, and support ...
... Inclusion ... Partner with Business Managers to provide timely financial data, consolidate feedback, and support ...
This position will serve as a data manager and requires someone with a strong financial and data ... We will continue our driven dedication to financial inclusion for all Americans as we serve the ...
This position will serve as a data manager and requires someone with a strong financial and data ... We will continue our driven dedication to financial inclusion for all Americans as we serve the ...
Loan Transaction Associate
Dallas, TX · On-site
This position will serve as a data manager and requires someone with a strong financial and data ... We will continue our driven dedication to financial inclusion for all Americans as we serve the ...
Loan Transaction Associate
Dallas, TX · On-site
This position will serve as a data manager and requires someone with a strong financial and data ... We will continue our driven dedication to financial inclusion for all Americans as we serve the ...
... inclusion. Through our small business programs, we aim to support entrepreneurs and small business ... Deliver engaging content on topics such as business planning, financial management and marketing.
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... inclusion. Through our small business programs, we aim to support entrepreneurs and small business ... Deliver engaging content on topics such as business planning, financial management and marketing.
Fixed Income Analyst
Dallas, TX · On-site
Managing Director Job Summary: Support traders, portfolio managers, and client service in the ... We will continue our commitment to financial inclusion for all Americans as we serve the clients ...
Fixed Income Analyst
Dallas, TX · On-site
Managing Director Job Summary: Support traders, portfolio managers, and client service in the ... We will continue our commitment to financial inclusion for all Americans as we serve the clients ...
Merchant Performance Specialist
Coppell, TX · On-site
Manage and execute updated agreements for merchants based on new terms and ensure accurate updates ... S. and Latin America,FirstCashis committed to excellence, innovation, and financial inclusion. As a ...
Merchant Performance Specialist
Coppell, TX · On-site
Manage and execute updated agreements for merchants based on new terms and ensure accurate updates ... S. and Latin America,FirstCashis committed to excellence, innovation, and financial inclusion. As a ...
Manage and execute updated agreements for merchants based on new terms and ensure accurate updates ... S. and Latin America,FirstCashis committed to excellence, innovation, and financial inclusion. As a ...
Manage and execute updated agreements for merchants based on new terms and ensure accurate updates ... S. and Latin America,FirstCashis committed to excellence, innovation, and financial inclusion. As a ...
Workforce Management Analyst
Coppell, TX · On-site
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Workforce Management Analyst
Coppell, TX · On-site
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Interest in investments, portfolio management, or financial institutions. * Familiarity with ... ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly ...
Interest in investments, portfolio management, or financial institutions. * Familiarity with ... ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly ...
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Partner Support Specialist
Houston, TX · On-site
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Partner Support Specialist
Houston, TX · On-site
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Territory Sales Representative
Coppell, TX · On-site
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Territory Sales Representative
Coppell, TX · On-site
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Territory Sales Representative
Austin, TX · On-site
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Territory Sales Representative
Austin, TX · On-site
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Territory Sales Representative
Austin, TX · On-site
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Territory Sales Representative
Austin, TX · On-site
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Associate, Client Service
Dallas, TX · On-site
Interest in investments, portfolio management, or financial institutions. * Familiarity with ... ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly ...
Associate, Client Service
Dallas, TX · On-site
Interest in investments, portfolio management, or financial institutions. * Familiarity with ... ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly ...
Territory Sales Representative
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Territory Sales Representative
$65K - $110K/yr
S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As ... Management has the discretion to assign/reassign duties and responsibilities to this job at any ...
Financial Inclusion Manager information
What are the key skills and qualifications needed to thrive as a Financial Inclusion Manager, and why are they important?
What are some common challenges faced by a Financial Inclusion Manager when implementing new programs in underserved communities?
What does a Financial Inclusion Manager do?
What is the difference between Financial Inclusion Manager vs Microfinance Officer?
| Aspect | Financial Inclusion Manager | Microfinance Officer |
|---|---|---|
| Credentials | Relevant degrees in finance, economics, or development; certifications like CFEP or microfinance certifications | Similar credentials; often requires finance or development background; microfinance certifications beneficial |
| Work Environment | Strategic roles in NGOs, banks, or government agencies focusing on policy and program development | Fieldwork in communities, client assessment, loan processing in microfinance institutions |
| Employer & Industry | Financial institutions, development agencies, NGOs | Microfinance institutions, banks, NGOs |
While both roles focus on improving access to financial services, the Financial Inclusion Manager typically develops strategies and policies at a higher level, whereas the Microfinance Officer works directly with clients to provide microloans and financial services. The roles often overlap in skills and certifications but differ mainly in scope and work environment.
Job description
About Us:
ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.
Qualifications:
- Bachelor's degree in economics, finance, applied mathematics, engineering, computer/data science or physics
- At least 1-3 year of analyst work experience in banking or finance is
Responsibilities: The Financial Analyst role is to facilitate the data work portion of the advisory team needs. Additionally, analyst work closely with a Financial Advisor in maintaining client relationships
- Preparation of asset/liability management (ALM) reports
- Loading detailed data from clients into the ALM model via electronic data files
- Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
- Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
- Preparing written analyses of the ALM results
- Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations
- Preparing what-if analysis and providing written analysis of the results
- Facilitate training of new analysts
- Contribute to the development of new products
- Participate in SSG projects
- Credit and valuation
- Distressed cash flow analysis
The day-to-day duties of the position can be categorized as either 1) analysis or 2) client related
1) Analysis
- Manage all data to and from clients
- Model client balance sheets in ALM software
- Produce ALM output
- Prepare write-up analyzing ALM output
- Run what-if analysis
- Run monthly investment reports
2) Client
- Discuss ALM results with clients
- Discuss what-if results with clients
- Discuss research and market conditions with clients
- Interact with client regarding data management
ALM FIRST STATEMENT ON DIVERSITY & INCLUSION
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.
About ALM First
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Dallas, TX, US
Year founded
1995