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Senior Financial Analyst

2 months ago


Lowell, Massachusetts, United States Engage Partners Inc. Full time

KEY RESPONSIBILITIES

  • Conduct comprehensive total return evaluations.
  • Analyze and assess cash flow forecasts.
  • Perform break-even assessments.
  • Develop pro-forma asset allocations.
  • Oversee the Agency, MBS, and CMO sectors while identifying new investment opportunities.
  • Leverage Bloomberg for detailed pre and post-investment analyses.
  • Execute or evaluate investment pricing reasonableness assessments.
  • Carry out or scrutinize reasonableness evaluations for the amortization of CMO/MBS premiums and discounts.
  • Compile or assess investment transaction reports for Asset Liability Management presentations.
  • Prepare monthly reconciliations for interest rate swaps and Risk Participation Agreements (RPA) and conduct reviews.
  • Monitor derivative collateral positions and collaborate with counterpart banks on necessary collateral transfers.
  • Qualifications:
  • Bachelor's degree is mandatory.
  • A minimum of 5 years of pertinent experience in financial analysis within a banking environment.
  • Proven experience in a commercial lending institution is essential.