(Senior) Financial Strategist

3 weeks ago

Boston, United States Federal Home Loan Bank of Boston Full time

Position Summary

This role manages existing analytical resources, and develops new ones, to effectively support the utilization of the Bank's products. The Strategist contributes to the development of member-focused strategies and tactics, communicating directly to members or in collaboration with the member's relationship manager. The Strategist analyzes the balance sheets of financial institutions as well as capital markets conditions, and works with member banks, credit unions and insurance companies to identify appropriate FHLBank Boston solutions. This role is prominently involved in the development of strategic content for the Bank's website. They will also partner with other Member Services colleagues to perform analytical and research tasks and support various business development initiatives.

The selected candidate will have substantial current technical skills to create and manage data analytics, tools and resources. The ideal candidate will have experience with fixed income analysis and engaging with both internal and external stakeholders. Prior or current experience in banking is preferred, but not required.

This role requires occasional travel (around 10%) throughout New England.

Most travel will be completed within a day, with occasional overnight stays required.

This role will have a hybrid work schedule in our Boston office in accordance with the Bank's Hybrid Work Program. More time will be encouraged in the office to support onboarding.

Specific Responsibilities

  1. Data Analytics (40-60% of the time, depending on title)
  • The Strategist builds and manages tools, using publicly available regulatory data such as call reports, to identify balance sheet trends and issues at the industry and individual member level. They will develop and prepare member focused analysis for use by internal Bank colleagues and committees.
  • Primarily using PowerBI, this person leads efforts to compile data from a wide variety of sources, and designs and maintains reports for use in member-facing initiatives as well as for use by different internal teams and committees.
  • The Senior Financial Strategist is responsible for the production and maintenance of existing models that analyze the risk/return profile of alternative funding strategies based on the Bank's credit products. The Strategist is also responsible for enhancing existing models and developing new models.

2. Member Balance Sheet and Markets Analysis (30-50%, depending on title)

  • The Strategist collaborates with relationship managers and Member Funding colleagues to identify member profiles and develop balance sheet strategies targeted to those profiles, both proactively and upon request. The Strategist confers with senior staff from a member institution or the Bank's relationship managers to assess the degree of interest rate risk embedded in the member's balance sheet and determine an appropriate liability mix to meet the member's profitability objectives within acceptable risk limits. He/she will present recommendations either directly to the member or in conjunction with the member's relationship manager.
  • This person provides analytical/research support for colleagues within Member Services. Associated tasks include providing research support for internal research projects, product development efforts, and other projects. He/she will serve, as needed, as a subject matter expert in representing Member Services in projects with internal teams such as Bank Technology, and Communications.
  • The Strategist monitors the competitive landscape in the wholesale funding market, securities and whole-loan markets to identify potential opportunities for the use of advances, MPF and Letters of Credit. He/she makes recommendations on positioning the Bank's products against the competition to gain market share.

3. Preparation of Strategic Content (10-30% of the time, depending on title)

  • This person, independently and in conjunction with the VP, Director of Member Strategies & Solutions, plans and develops content and presentations for member institutions including product tutorials, strategy articles, peer analytics, case studies and webinars.
  • Other duties, as assigned.

Knowledge/Skills

  • Advanced skills with MS Excel are required. Programming experience in VBA or SQL strongly preferred. Experience with PowerBI is strongly preferred.
  • Knowledge of capital markets, financial theory and fixed income securities, especially mortgages and mortgage-backed securities, is required.
  • Understanding of factors that drive bank and credit union balance sheet profitability and risk management required.
  • Familiarity with off-balance sheet instruments, asset liability management (ALCO) strategies and interest rate risk management techniques required.
  • Substantial hands-on experience developing financial models required.
  • Proven analytical and quantitative skills and attention to detail.
  • Proven ability to function flexibly in a team setting.
  • Strong oral and written communication skills required.
  • Knowledge of FHLBank advance products preferred.
  • Knowledge of asset/liability management issues for insurance companies preferred.
  • Prior experience with a CRM tool, such as Salesforce.com, is ideal.

Education

  • A Bachelor's degree, preferably in finance or related field, or equivalent work experience is required.
  • CFA or progress towards this designation is strongly preferred/supported.

Experience

  • Minimum of two (2) years of relevant experience in a financial institution, preferably in a quantitative or investment-related role, is expected for the Financial Strategist role. A minimum of ten (10) years is expected for the Senior Financial Strategist.
  • Experience in an institutional client-facing setting is preferred.

The Federal Home Loan Bank of Boston is committed to building and sustaining a diverse workforce that reflects the communities that we serve. As an Equal Opportunity Employer, we strongly encourage applicants from every ethnicity, color, religion, gender, age, national origin, disability, veteran or parental status and sexual orientation.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

#LI-Hybrid

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