Financial and ALM Analyst

Fidelity Bank
life insurance, vision insurance, parental leave, paid time off, paid holidays, tuition reimbursement, 401(k)
United States, Louisiana, Mandeville
Jun 23, 2025
Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company. Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states. Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including: Competitive pay based on the position, qualifications, relevant experience, and skillset Paid Time Off Up to 14 paid holidays annually Comprehensive Medical, Dental, and Vision Insurance Employer Funded Health Savings Account Paid Parental Leave 401(k) with matching contributions Wellness Program to reduce health insurance premiums Free or discounted banking and mortgage services Basic Life Insurance and AD&D Tuition Reimbursement Plan Associate Referral Program Associate Volunteer Program Employee Assistance Fund (subject to IRS guidelines) Employee Assistance Program Opportunities for training and career development Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts Retail branch locations are closed on Saturdays! The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time. Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Financial and ALM Analyst is responsible for research, analysis and management of Asset Liability Management ("ALM"), investment and other financial reporting. This position can be located in downtown New Orleans, LA or Mandeville, LA. This position is exempt under the Fair Labor Standards Act and is not eligible for overtime pay. Required Qualifications, Competencies, and Skills: Bachelor's degree in accounting or finance 2 years of experience in credit research, risk analysis, portfolio analysis or a related area Proficient in manipulating data for analysis and reporting Strong technical skills Proficient in Microsoft Office Suite to include Word, Excel, Outlook PowerPoint and Teams Developed cognitive skills to include Analytical, Problem Solving, Decision-Making, Organization & Planning Developed intrapersonal skills to include Follow-Through, Development, Resourcefulness, Initiative Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Influence, Versatility, Collaboration Developed technology skills to include Technical Acumen, Knowledge Management, Agile Development Preferred Qualifications, Competencies, and Skills: Experience in the banking field 3+ years direct experience in banking ALM management Essential Duties and Responsibilities Responsible for maintaining extract files detailing loan, deposit, and investment data and routing to 3rd party vendor for processing. Serve as a resource person for the Asset/Liability Committee, including development and on-going maintenance of the financial institution's ALM models. Perform pre-purchase analysis on investment securities as well as on-going analysis and prepare reports as specified in the Bank's investment policy as well as any other reports needed for strategic decision-making. Preparation of board financial reports, liquidity position and investment portfolio composition and activity reporting. Assist in preparation of quarterly call reports and public SEC reports. Assist in the development and maintenance of the Bank's loan and deposit pricing models. Research economic data and trends as well as competitor information to support retail and commercial activities. Perform feasibility studies, where needed, to assess market needs. Assist in the development of a customer profitability model to assess customer relationships and validate decision-making. Consistently exemplifies our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability Complies with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability Performs other duties and/or special projects as appointed by management Physical Requirements: primarily sitting with some standing, walking, lifting and bending Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace. If you require an accommodation to submit your application for an open position, please send an email request to talentmanagement@bankwithfidelity.com or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation. For assistance or questions regarding the recruitment process, please email talentmanagement@bankwithfidelity.com. This position is located in Mandeville, LA 70471.