Sr. Financial Analyst

3 months ago


Lowell, United States Engage Partners Inc. Full time

ESSENTIAL FUNCTIONS & RESPONSIBILITIE

  • Total return analysis
  • Reviewing cash flow projections
  • Break-even analysis
  • Pro-forma portfolio allocations
  • Monitor Agency, MBS and CMO sectors and analyzes new opportunities for the portfolio
  • Utilize Bloomberg to prepare pre and post purchase investment analysis
  • Perform or review investment pricing reasonableness tests
  • Perform or review reasonableness tests for amortization of CMO/MBS Premiums/Discounts
  • Prepare or review investment transaction report for ALM Presentation
  • Prepare monthly interest rate swap and Risk Participation Agreement (RPA) reconciliation and review
  • Monitor derivative collateral position and work with counterparty banks on collateral transfers, as required
  • Must haves:
  • Bachelors degree required
  • 5 years or more of relevant experience in financial analysis with a bank.
  • Experience working for a commercial lending institution (bank).



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