Treasury Consulting Analyst

Join a Challenger

Being a traditional bank just isnt our thing so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there With a talented team of inquisitive and agile challengers that break through the status quo. So if youre passionate about redefining the future of bankingwhile having funthis could be your next big opportunity.

Our company continues to grow and today we serve more than 780000 customers acrossCanadathrough Equitable BankCanadasChallenger Bank and have been around for more than 50 years. Equitable Banks wholly-owned subsidiary Concentra Bank supports credit unions acrossCanadathat serve more than six million members. Together we have over$138 billionin combined assets under management and administration with a clear mandate to drive change in Canadian banking to enrich peoples customers have named our EQ Bank digital platform () one of the top banks in Canada on the Forbes Worlds Best Banks list since 2021.

The Work

The Treasury Consulting Analyst SFM will be responsible for performing the Asset Liability Management (ALM) modeling for credit union clients across this role the Consulting Analyst works with credit unions to develop appropriate assumptions pertaining to balance sheet forecasts rate movements and other applicable areas to run the ALM modeling for client portfolios. The analyst provides professional advice to credit union clients in the areas of interest rate risk (IRR) profitability liquidity and capital management.

The Treasury Consulting Analyst SFM also provides support to the Treasury Consulting team in other activities related to model enhancement training client engagements or other product lines such as the weekly interest rate bulletin credit underwriting for credit union foreign exchange forwards and lines of credit (LOCs) and liquidity advisory service to credit unions.

The core parts of your role would be to :

• Measurement Analysis and Reporting of Interest Rate Risk Profitability Liquidity and Capital metrics 70%

Execute client balance sheet simulations to generate results for interest rate risk position profitability / liquidity and capital projections.

Assess and analyze simulation results while providing recommendations to senior management of credit union clients. Recommendations are provided under the guidance of senior SFM team members.

Provide Consultancy Services to credit union clients under senior team member guidance (as necessary / required).

Provide Support to Treasury Consulting Team on other Items 30%

Lets Talk About You!

Job Complexities / Thinking Challenges

What we offer For full-time permanent roles

Competitive discretionary bonus

Market leading RRSP match program

Medical dental vision life and disability benefits

Employee Share Purchase Plan

Maternity / Parental top-up while you care for your little one

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues

Professional development and comprehensive Career Development program

A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones diverse experiences and tandem with that commitment we support and encourage our staff to grow not just in their career path but personally as well.

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We cant wait to get to know you!

Required Experience :

IC

Key Skills

Compliance Management,Customer Retention,Quality Assurance,Customer Service,Extensive Knowledge,Account Management,Front Office,Telephone Calls,Needs Analysis,Cold calls,Business Relationships,Customer Complaints,Sales Goals,Sales Process,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1