Treasury Consultant

6 days ago


Toronto, Ontario, Canada Equitable Bank Full time
About the Role

**Treasury Consulting Analyst, SFM**

We are seeking a highly skilled and detail-oriented Treasury Consulting Analyst to join our team at Equitable Bank. As a key member of our Treasury Consulting team, you will be responsible for performing Asset Liability Management (ALM) modeling for credit union clients across Canada.

Key Responsibilities
  • Perform ALM modeling for credit union clients to develop appropriate assumptions pertaining to balance sheet forecasts, rate movements, and other applicable areas.
  • Provide professional advice to credit union clients in the areas of interest rate risk (IRR), profitability, liquidity, and capital management.
  • Support the Treasury Consulting team in other activities related to model enhancement, training, client engagements, or other product lines.
  • Assist in under-writing applications for new or renewing credit union LOC product.
  • Provide consultancy services to credit union clients under senior team member guidance.
Requirements
  • University education with a focus on Finance/Accounting, or Business.
  • Enrollment in a program such as CFA, CPA, or MBA would be beneficial.
  • Treasury experience would be an asset, but individuals with a background within the financial industry may also be successful.
  • Relative understanding of finance and treasury concepts.
  • Financial modeling and creative problem-solving skills.
  • Strong technology skills with Excel and Word.
  • Ability to work independently or collaboratively.
What We Offer
  • Competitive discretionary bonus.
  • Market leading RRSP match program.

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