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Everwise Credit Union · 2 days ago

Finance Investment Analyst

South Bend, IN

Full-time

Onsite

Mid Level

3+ years exp

Everwise Credit Union is seeking a Financial Investment Analyst responsible for compiling, evaluating, and analyzing financial data. The role involves recommending investment strategies, managing the investment portfolio, and preparing detailed reports for senior management.

BankingFinanceFinancial Services

Growth Opportunities

Responsibilities

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)

Organizing, loading, and maintaining financial data into the required systems

Analyze and project future trends, provide recommendations for optimizing financial strategies

Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and goals

Develop and plan scenario analytics on portfolio performance, risk profiles of the balance sheet, and opportunities to enhance growth and profitability

Prepare detailed reports on portfolio performance, investment strategies, and market development for senior management and board of directors

Develop and implement financial reporting for key stakeholders to assist in making informed financial decisions

Support internal and external audits related to the investment portfolio

Develop and maintain data standards, policy, and procedures

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

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

Qualification

Investment portfolio managementFinancial analysisALM softwareAdvanced analyticsCost accounting principlesMS OfficeAnalytical skillsCommunication skillsRelationship building