Thursday, February 26, 2015

THIS POSITION HAS BEEN FILLED - PLEASE DO NOT CONTACT: Sr Consultant, Wilshire Assocs - Santa Monica

THIS POSITION HAS BEEN FILLED - PLEASE DO NOT CONTACT:  Senior Consultant, Wilshire Associates - Santa Monica, CA

ABOUT WILSHIRE ASSOCIATES
Wilshire Associates is a leading investment technology, investment consulting and investment management firm.  Wilshire Consulting, a business unit of Wilshire Associates, was established in 1981.  The Consulting Division provides customized investment solutions to public and corporate defined benefit and defined contribution pension funds, endowments, foundations, healthcare, and insurance companies. Currently, Wilshire Consulting provides services to 125 clients representing more than $1 trillion in assets under advisement (as of 3/31/2014). Clients include corporate and public defined contribution and defined benefit pension funds, foundations, endowments, healthcare, and insurance companies.  Wilshire Consulting also provides discretionary consulting services.  Rooted in Wilshire’s three decades of experience, the firm provides customized investment programs based on the risk tolerance of the sponsor.

SENIOR CONSULTANT RESPONSIBILITIES
The Senior Consultant reports to a managing director-level consultant and is part of an established client service team.  The position entails working with clients on asset allocation and asset/liability studies, investment structure analysis, manager evaluation and selection, summary level performance evaluation, including benchmark analysis and selection and total fund attribution, investment research, and client presentation development and delivery. 

The position further entails supporting the Consulting Division’s topical research, manager research and business efforts.  Working as part of the managing director-level consultant’s team, the Senior Consultant will also encompass the supervision and development of junior staff professionals.  The Senior Consultant leads or backs up the managing director-level consultant, which will encompass independent management of consulting client relationships, and collaborative client service on relationships as part of a larger client team.  The position involves 30-40% travel.

REQUIREMENTS
           Advanced degree plus CFA or CAIA designation strongly preferred.
           At least 7 years of experience in institutional investment consulting, investment management with a corporate or public plan sponsor, or in buy-side investment management/analysis

For more information, to make a referral, or to apply, contact Elena McCall, Assistant Vice President, EFL ASSOCIATES at emccall@eflassociates.com or 720-200-7021.

Thursday, February 19, 2015

Retail/Financial Analyst, Opus Bank - Irvine

Retail/Financial Analyst, Opus Bank - Irvine

Summary:
This position reports to the Financial Planning Team and is responsible for developing, maintaining and distributing internal retail financial analysis and reporting.


Responsibilities:
  • Data analysis on retail banking strategies including branch, deposit, product, market and client analytics
  • Produce daily, monthly and quarterly internal reports
  • Participate in the meetings with retail management. Prepare the meeting materials including sales plans, historical trends and other supporting documents as needed.
  • Extensive ad-hoc reporting and analysis
  • Improve performance by evaluating processes to drive efficiencies
  • Extensive data management, interpretation and assumption gathering
  • Develop financial models and analyses to support strategic initiatives
  • Meet reporting deadlines and manage project timetables
  • Supports senior management team and department heads with in-depth analysis
  • Prepare presentations to senior management team
  • Adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by establishing due dates
  • Understands and complies with requirements of all laws and regulations applicable to position.
  • Performs other duties as assigned

Supervisory Responsibilities:  Currently, this position has no supervisory responsibilities

Education and/or Experience:
  • Bachelor's degree
  • 2-4 years of experience in analytical capacity
  • Outstanding analytical and quantitative skills – must be able to assemble, seek, organize and interpret data to deliver business insights/ reporting and recommendations
  • Basic budget management skills preferred
  • Banking experience in the areas of finance and/or retail banking preferred
  • Advanced Microsoft Excel and data warehousing skills  
  • Highest standards of accuracy and precision; highly organized
  • Articulate with excellent verbal and written communication skills
  • Ability to think creatively, highly-driven, flexible and self-motivated
  • Can-do attitude with demonstrated ability to work in a fast-paced environment.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl.  The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.

Please go to Opus's website to apply: www.opusbank.com

THIS POSITION HAS BEEN FILLED - PLEASE DO NOT CONTACT: Financial Planning Associate - Palo Alto, CA

THIS POSITION HAS BEEN FILLED - PLEASE DO NOT CONTACT:  Financial Planning Associate - Palo Alto, CA
This listing expires on June 20, 2015

We seek a Financial Planning Associate for our fee-only wealth management firm's Palo Alto, CA office. We are very interested in candidates pursuing the CFP® certification and those who want to provide holistic wealth management services to high net worth clientele (avg. 5-10MM). Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment.

Position Overview
This is a professional position that will primarily support the Palo Alto office location (there may be minimal travel to the SF and Walnut Creek offices from time to time as well) advisory team directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Excel spreadsheets and Money Guide Pro financial planning software. A working knowledge of portfolio allocation, investment management and general financial planning is expected. The team lead is available to provide mentoring and big picture direction, but you must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions. The firm is expecting the new hire to start in the Financial Planning Associate role and progress to an Associate Wealth Advisor position within several years.

Initial Key Areas of Responsibility:
·      Assist wealth advisors in preparing analyses for client meetings and completing ad-hoc firm projects
·      Assist wealth advisors with prospective clients by gathering data, reviewing portfolios, creating financial plans, identifying advanced planning opportunities and creating wealth management plans.
·      Work with Money Guide Pro FP, Orion PMS, Schwab and TD Ameritrade Institutional custodial platforms and Salesforce CRM

Potential Future Key Areas of Responsibility:
·      Assist with trading and rebalancing of client investment accounts
·          Deliver multidisciplinary financial planning advice for high net-worth clientele
·      Develop and manage on-going client relationships
·      Delegate appropriate tasks to supporting team members
·      Provide input on strategic plan and direction of the firm

Key Qualifications:
·      Organized, with a strong attention to detail
·      B.A. or B.S. degree preferably in Financial Planning, Finance, Accounting or Economics
·      Strong financial and analytical skills
·      Strong persuasive and interpersonal skills
·      Ability to identify, meet and follow through with client needs and requirements
·      Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
·      Able to work independently and keep team lead aware of progress and hurdles
·      Show curiosity and confidence when dealing with clients and advisory team

Benefits:
·      Competitive salary with performance--based pay program--$60 to $75K
·      401k with company matching contribution
·      Group Health, Life, Disability, Vision and Dental insurance
·      Mentorship and Learning Opportunities             
·      Gym membership reimbursement

To apply, please submit information to Adam Ley candidate@newplannerrecruiting.com or www.newplannerrecruiting.com
This listing expires on June 20, 2015

Wednesday, February 18, 2015

Sr. Asset Liability Analyst, Treasury, Opus Bank - Irvine

Sr. Asset Liability Analyst, Treasury, Opus Bank - Irvine

Summary: This position reports to the Treasurer and is responsible for Asset / Liability Management (ALM) modeling and analytics, scenario analysis and management reporting.

Responsibilities:
  • Responsible for the production and analysis of Asset / Liability Management (ALM) models using Ambit (Bancware).
  • Prepare Net Interest Income (NII) forecasts and calculate Economic Value of Equity (EVE) evaluating the Bank’s interest rate risk profile.
  • Calculate current and forecasted Liquidity positions and run various simulations and stress tests.
  • Analyze results, recommend balance sheet strategies and perform what-if analysis.  Prepare and evaluate findings to be reported to the Asset Liability Committee (ALCO).
  • Execute the maintenance and enhancement of tools and techniques used to support the ALM modeling process.
  • Develop, maintain, test and document all critical modeling assumptions in support of the ALM process.
  • Perform loan prepayment analysis and forecast prepayment speeds.
  • Evaluate loan and investment cash flow in various interest rate environments.
  • Perform a variety of behavioral analytics on deposit balances including core deposit analysis, non-maturity deposit behavior and rate sensitivity studies.
  • Prepare, analyze and manage large data sets involving deposit and loan data for statistical analysis.
  • Interact with management and various lines of business as needed to gather information and prepare assumptions.
  • Produce and maintain monthly ALCO reporting package to be presented to senior management, meeting regular timetables and deadlines.
  • Recommend changes that enhance the reporting package and process.
  • Develop detailed documentation of processes and procedures related to model construction and maintenance.
  • Gather and maintain financial market data including historical interest rates and key economic indicators.
  • Maintain daily loan pricing, benchmarking tools and market reports for internal distribution.
  • Participate in the annual budgeting and ongoing strategic planning process.
  • Contribute to preparation of ALCO policies.
  • Provide support on regulatory and audit requests.
  • Adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by established due dates.
  • Perform other duties as assigned.

Qualifications:
  • Bachelor's degree in Accounting or Finance.
  • Minimum of 5 years of bank treasury/finance experience.
  • Understanding of a bank’s individual balance sheet components and cash-flow dynamics
  • Familiarity with product structures and financial instruments offered by banks.
  • Strong knowledge of balance sheet and cash-flow modeling techniques.
  • Proficiency with interest rate risk modeling software; experience with Ambit (Bancware) preferred.
  • Experience with financial databases and query tools; Hyperion experience highly desirable.
  • Understanding of Liquidity management tools and regulatory environment.
  • Advanced Microsoft Excel skills; intermediate Microsoft Word skills.
  • Proven ability to prioritize tasks, meet deadlines and produce results using multiple sources of information within short timelines.
  • Highest standards of accuracy and precision; highly organized.
  • Excellent verbal and written communication skills.
  • Ability to think critically, highly-driven, flexible and self-motivated.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl.  The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.

Please go to Opus's website to apply: www.opusbank.com