Job Description
Investment Analyst at New Edge Associates a Talent Acquisition Firm Investment Analyst at New Edge Associates a Talent Acquisition Firm in Miami Beach, Florida Posted in 7 days ago.
Type:
full-time Job Description:
This is a banking position This individual will play a critical role in managing interest rate risk, liquidity risk, investments, and foreign exchange activities while providing actionable insights that support sound financial decision-making. The ideal candidate will possess strong analytical and technical capabilities, a solid understanding of fixed income and financial markets, and experience supporting ALCO and treasury management initiatives within a banking environment. This role will work closely with the Treasurer and senior leadership to support balance sheet optimization, funding strategies, investment portfolio management, and risk oversight. Job Requirements Support the Treasurer in the management of the Bank's balance sheet, including liquidity, investments, funding strategies, and interest rate risk exposure. Perform Interest Rate Risk (IRR) and Liquidity Risk analyses, including scenario modeling, stress testing, assumptions review, and interpretation of results. Analyze yield curves, fixed income markets, economic conditions, and foreign exchange trends to support treasury and investment strategies. Assist with the execution, monitoring, and reporting of investment portfolio activity, funding instruments, and FX transactions in accordance with internal policies and risk guidelines. Prepare ALCO materials and treasury management reports, including liquidity metrics, investment performance analyses, funding reports, and balance sheet trend analysis. Support loan and deposit pricing initiatives through profitability analysis, market comparisons, and cost of funds evaluations. Monitor liquidity positions, funding concentrations, and emerging market risks, escalating concerns and recommendations to senior management when appropriate. Coordinate with Accounting, Operations, Risk, and Compliance teams to ensure proper settlements, reconciliations, collateral management, and regulatory compliance. Utilize Bloomberg and treasury modeling systems to perform financial analysis, market monitoring, and risk reporting. May provide guidance and mentorship to Junior Analysts within the Treasury team. Maintain high standards of accuracy, professionalism, ethics, and confidentiality in all treasury-related activities. Job Qualifications Bachelor's degree in Finance, Economics, Business Administration, or related field required. Advanced studies or specialization in Treasury, Financial Markets, Banking, or Risk Management preferred. 3-5 years of treasury, ALM, investment analytics, liquidity risk, or IRR experience within a banking institution required. Bilingual in Spanish and English required. Strong understanding of fixed income securities, balance sheet management, and foreign exchange markets. Hands-on experience with IRR and liquidity modeling systems required. Proficiency with Microsoft Excel, financial modeling, and treasury analytics tools. Experience using Bloomberg or similar financial market platforms preferred. Strong communication and presentation skills with the ability to deliver analysis and recommendations to senior management and ALCO committees. Strong organizational skills with the ability to manage multiple priorities in a fast-paced banking environment.
