Asset Liability Management Resume Sample
Wyatt Cole
98262 Cynthia Mountain,
Houston,
TX
+1 (555) 216 9508
Work Experience
Director, Asset Liability Management
10/2017
-
PRESENT
Los Angeles, CA
- At a Director (or equivalent) level with experience in investment banking and capital markets (preferably treasury) a strong sense of ownership of your areas of responsibility
- A credible and trusted operator able to effectively interface with senior stakeholders across different functions and Business Divisions and within different types of forums
- Creative, independently minded, strong technically with problem solving/analytical and strong influencing skills
- A person with a proven track record of successful delivery able to effectively delivery both a day-to-day mandate, change initiatives and able to meet fixed deadlines
- Working with the AM Treasurer on providing strategic analysis to support ongoing funding and investment decisions and presenting them to AM’s ALCO Committee and the AM/GWM Operating Committees
- Relevant experience in audit, product control or similar finance functions
- Work under constant pressure to tight deadlines
Asset Liability Management
06/2015
-
07/2017
New York, NY
- Support investment relationships within Individual Wealth including the communication of portfolio performance
- Support investment policy and strategy development for the Individual Wealth portfolios, including investment approach, asset class benchmarks and mix, risk parameters, etc
- Support development of portfolio performance measures and targets
- Support development of investment financial plans for Individual Wealth portfolios
- Oversee daily review of portfolio for changes in key metrics
- Provide actuarial and investment expertise for pricing and product development
- Provide actuarial expertise to key business partners across the organization, including Pricing, Valuation, Portfolio Management, Compliance and Tax on asset liability management
Treasury Asset Liability Management Summer Internship
01/2010
-
02/2015
New York, NY
- Pro-actively following up on recommendations etc.
- Lead the development of adequate systems to enable robust Asset / Liability modelling, including integration of the Company’s dynamic hedging program and long term annuity portfolio liabilities
- Lead the development of an appropriate investment strategy to meet investment objectives within specified risk appetite levels for duration, liquidity and earnings
- Design a comprehensive ALM report for the ALE Asset/Liability Committee, Investment Committee and Board Risk Committees as required
- Build an understanding of the future evolution of the Company’s balance sheet and ensure the stability of the Company’s earnings results
- Develop and maintain Company policies and processes for Asset / Liability Management
- Develop models to implement and monitor the Associations’ transfer pricing mechanisms. Ensure accurate pricing of Association direct loans and appropriate compensation to Associations for servicing bank loans
Education
Ohio State University - Newark Campus
2006 - 2010
Bachelor's Degree in Mathematics
Professional Skills
- Strategic thinker with excellent analytic and problem solving skills
- Experience in using financial modeling techniques and statistics
- Work experience in treasury, investment banking, capital planning
- Strong knowledge of financial engineering and interest rate and term structure modelling is required
- Ensure that ALCO fulfills and meets regulations (OSFI and Group), operates within approved limits and meets requirements of complex accounting standards
- Experience with data mining tools and techniques
- Proficiency with Inform, Access and Excel spreadsheet software, including experience with advanced macros and complex formulas
How to write Asset Liability Management Resume
Asset Liability Management role is responsible for events, software, finance, integration, compensation, reporting, design, research, modeling, insurance.
To write great resume for asset liability management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Asset Liability Management Resume
The section contact information is important in your asset liability management resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Asset Liability Management Resume
The section work experience is an essential part of your asset liability management resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous asset liability management responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular asset liability management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Asset Liability Management resume experience can include:
- Demonstrated people management capabilities
- Model validation and assurance
- Manage other ALM-related reporting including for Internal Capital
- Regulatory modelling (stress testing/IMM/FRTB/Solvency II)
- Monitor interest rate risk metrics and recommend duration management actions (taking into account accounting, regulatory and operational constraints.)
- Provide support for the quarterly Individual Wealth ALCO, including preparation for, and presentation in, this forum
Education on an Asset Liability Management Resume
Make sure to make education a priority on your asset liability management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your asset liability management experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Asset Liability Management Resume
When listing skills on your asset liability management resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical asset liability management skills:
- Build effective teams: blending teams when required, fosters strong team morale, ensures open dialogue
- Development experience in a Unix environment, using Python, C++, Matlab, or R
- Customer focus: dedicated to meeting the expectations and requirements of internal and external customers and establishes/maintains effective relationships
- Working knowledge of IFRS 17, LICAT and the SOE
- Work closely with the AIG L&R CROs to support market-risk and ALM-risk reporting, including evaluating methodology changes and opining on approach
- Participate in the ongoing improvement of the interest rate risk process by more fully utilizing replicating portfolio strategies
List of Typical Skills For an Asset Liability Management Resume
1
Skills For Senior AVP, Asset & Liability Management Resume
- Demonstrated ability to plan, organize, and prioritize multiple projects simultaneously; meet deadline constraints, and work independently
- Utilizes conceptual and analytical skills to develop solutions to complex problems
- Graduate-level knowledge of data structures and algorithm analysis, or equivalent experience
- Ideally a qualified actuary or investment professional, with 5+ years’ experience in ALM, financial risk or related actuarial roles
- Actuarial experience in Insurance or Wealth products
2
Skills For Director, Asset Liability Management Resume
- Familiarity with capital markets and/or investment experience
- Strong knowledge of Treasury internal controls
- Strong knowledge of actuarial projection techniques across all valuation bases: statutory, GAAP, economic, and tax
- Credit risk modelling and IFRS9
- Pursue a number of open-ended projects including
3
Skills For Head of Asset Liability Management Resume
- 2)Support insurance liability pricing initiatives as desired by the business units
- High level of understanding of the impact of financial decisions on the Associations’ balance sheets and income statement accounts
- In-depth knowledge of the Bank’s products and risk characteristics impacting the balance sheet
- Deep understanding of a wide range of life insurance and retirement products
- Manage the ALM team and coordinate with the projection modeling team to develop quarterly ALM reports for risk and investments purposes
4
Skills For Asset Liability Management Specialist Closing Date Resume
- Work closely with the AIG L&R CIO and AIG L&R CFOs to develop proposals for changes in strategic asset allocation and evaluate approaches through ALM modeling
- Work closely with the AMG Head of Investment Analytics to ensure enterprise-wide consistency in asset modeling
- Establish and enforce a technical and peer review process for ALM reporting
- Role is based in New York
- Lead/participate in special projects to improve the analysis and risk management of the Bank’s balance sheet, including behaviouralization analyses of mortgage prepayment risk, mortgage rate commitments, deposits and other products (which are used to determine the Bank’s structural interest rate position)
- Run the monthly production of IRR and liquidity risk metrics and support the execution of balance sheet stress testing. Support the design, development, maintenance and documentation of key production processes and analytics supporting the measurement of IRR. Set up and run analytical processes with robust controls in QRM
- Work with Senior Management, Investment Portfolio Managers, Business Units, and Market Risk, and Planning to accurately model, value, and forecast key products such as Investment Securities, Structured Products, Mortgage Loans, Wholesale Loans, Deposits, Long-term Debt, Repos, Swaps, Options, Caps, Floors, Equity etc
5
Skills For AVP, Asset Liability Management Valuation Resume
- Support the collection and analysis of balance sheet position data, business forecasts, future product pricing, etc and document the process thoroughly. Perform independent data mining, analysis, and reporting, as assigned. Research data issues and drive technology teams to promptly correct errors and improve data quality
- Test, challenge and monitor the implementation of the ALM Framework and ensure effective documentation of the ALM framework, its inputs, assumptions, models, processes, and procedures
- Portfolio modelling (risk aggregation and allocation)
- Work on ad-hoc analytical and business related projects as requested
- Model governance and review
- Portfolio profitability and optimisation
6
Skills For Director Asset Liability Management Resume
- 1)Assist in the development of recommendations for non-standard valuation assumption changes and management actions
- Proficiency with GGY's AXIS software
- Work well within a team environment contributing to the team’s high standard of performance, shares ideas and knowledge with the team and others within the business
- Identifies with ALE’s values; One AXA, Customer First, Integrity and Courage
- Proficiency with ALM software, such as Bancware and QRM is desirable
7
Skills For Treasury Asset Liability Management Summer Internship Resume
- Progressively more responsible actuarial experience in the life and retirement industry, with a focus on asset liability management and economic valuation concepts
- Previous experience in a senior ALM role
- Leadership experience in a large actuarial organization
- Goal oriented and well-organized, with the ability to develop and manage disciplined processes
- Self-knowledge: knows personal strengths and weaknesses, opportunities, and limits, seeks feedback and is receptive to criticism
- FSA/FCIA Actuarial Designation
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