Treasury Analyst

Jovia Financial Credit UnionWestbury, NY
18hHybrid

About The Position

Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union. Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team.

Requirements

  • A bachelor’s degree in finance is strongly desired. A master’s degree in finance or progress towards CFA designation (Level 1 or Level 2) is preferred.
  • Minimum two to three years’ experience in a financial institution setting with focus on ALM & Investments is desirable.
  • Strong analytical and research skills are required.
  • Advanced knowledge of excel including filters, formulas, and formatting. The ability to download and manipulate data is required.
  • Ability to adapt to use of new software or operating environment.
  • Strong written and verbal communication skills are required
  • Internet speed of 100 mbps or higher required (you can test this by going to www.speedtest.net).
  • Able to dedicate a quiet space for daily work that is free of sound interruptions.
  • All equipment will be provided by Jovia (Computer, Monitor, Headset)

Nice To Haves

  • A master’s degree in finance or progress towards CFA designation (Level 1 or Level 2) is preferred.
  • Minimum two to three years’ experience in a financial institution setting with focus on ALM & Investments is desirable.

Responsibilities

  • Perform a central role in Asset Liability Management (ALM) modeling. Prepare and assist in the preparation of quarterly ALM analyses and reports.
  • Implement and maintain existing interest rate risk simulation model and related balance sheet valuation verifying the accuracy, reasonableness, and consistency of data and assumptions.
  • Support ALM related initiatives, including work with external third parties involved in the ALM process as applicable to ensure accurate and timely results.
  • Assist with purchases, reconciliations and third-party settlements for investments or wholesale asset products (government guaranteed loans, etc)
  • Assist with investment and GGL portfolio analysis and monthly board reporting.
  • Assist with cash management and cash flow forecast modeling as required.
  • Perform other tasks as directed by the VP Treasury or the CFO. Ensure the VP Treasury and CFO are aware of all material undertakings at the request of others.

Benefits

  • Competitive compensation with paid training
  • Engaged Managers who value your input, are transparent, and provide coaching for your success
  • Professional Development with growth opportunities and a supportive learning environment
  • A friendly, inviting work culture filled with social activities that inspire creativity and collaboration
  • Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan
  • Comprehensive benefits including Medical, Dental, and Vision coverage
  • Employee Activity Groups that foster a sense of belonging and teamwork
  • Tuition Reimbursement and School Loan Repayment plans for Full-Time employees
  • Gym Reimbursement and Employee Wellness time off to support your health and wellness
  • Flexible PTO options that include vacation payout and sick time incentive payouts
  • Discounts on Employee Loans to help you create financial success
  • Supplemental Benefits such as Pet Insurance, Legal plan, and AFLAC plans
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service