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
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