About the role

  • Liquidity Analyst responsible for funding and liquidity management at Servus Credit Union. Conducting portfolio management and ensuring compliance with regulatory metrics.

Responsibilities

  • Contribute to the management of the funding and liquidity needs for the Credit Union.
  • Conduct the day-to-day management of Servus' Investment Portfolio which exceeds $2 Billion.
  • Make recommendations and execute a sound process to ensure that the credit union does not engage in investments/financial transactions that it does not understand sufficiently.
  • Create and maintain effective forecasting tools to anticipate liquidity changes.
  • Ensure compliance with any applicable internal or regulatory metrics, ratios, and/or limits.
  • Execute borrowing strategies and support liquidity management efforts.

Requirements

  • Experience in Treasury/Finance would be a strong asset
  • Intermediate or better proficiency in software such as Bloomberg, SQL, Excel, PowerQuery, etc.
  • Bachelor’s degree or higher in economics, finance, business administration, or a related field.
  • A Master's degree is considered an asset but is not required.
  • Relevant professional designation (such as CFA, FRM, etc.) or equivalent experience is considered an asset.
  • Minimum 3+ years’ experience in a financial institution

Benefits

  • Competitive compensation including performance-based incentive pay and profit share
  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Meaningful work towards individual and corporate goals
  • Opportunities to get involved and give back through an employee volunteer program

Job title

Liquidity Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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