EPG, INCORPORATED · 1 day ago
Senior Asset Liability Management (ALM) Analyst
Framingham, MA
Full-time
Onsite
Mid, Senior Level
3+ years expEPG, INCORPORATED is seeking a Senior Asset Liability Management (ALM) Analyst who possesses both technical and communication skills with a background in accounting, banking, and/or finance. The role involves operating a bank simulation model, producing simulation ALM reports, analyzing financial data, and communicating results to bank clients.
AdviceAsset ManagementFinancial Services
Hiring Manager
Daniel B. Dube
Responsibilities
Job requires operation of a bank simulation model, specifically Empyrean with quarterly production of simulation ALM reports for multiple bank clients
Combination of interpreting different bank financial data, transforming client data into consistent, usable simulation format, analyzing pro-forma financial information, and communicating analytical results both verbally and in writing
Frequent communication with bank clients related to process scheduling, ALM strategies, regulatory compliance, and quarterly simulation assumption development
Qualification
Required
Minimum 3 years of Empyrean and ALM modeling experience
Prior experience with bank accounting and analysis of bank financial statements
Strong working familiarity with Excel is required
Prior experience working with Empyrean is required
Understanding bank regulatory compliance requirements is beneficial
Strong mathematical skills
Advanced proficiency utilizing complex formulas (VLOOKUP/XLOOKUP, INDEX-MATCH, IF statements), PivotTables, and data validation
Advanced knowledge of Empyrean ALM software is required, including scenario modeling, interest rate risk analysis, and balance sheet simulations
Ability to talk with bank clients and explain complex financial issues
Must be able to lead discussion facilitating assumption development
The candidate will be able to write analysis of EPG ALM reports for presentations to clients
The candidate will be able to present ALM reports, explain results, and introduce relevant ideas and strategies
Strong organizational skills needed
Multi-tasking necessary
Time management is vital as work is subject to client deadlines
Candidate should be self-initiated and able to work independently
Company
EPG, INCORPORATED
For over 25 years, the experts at EPG, Inc.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dave Thomas
Founder and President
Recent News
SupplyTech Breakthrough
2025-06-11
2025-04-04
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