ALM First

Financial Anaylst

Financial Analyst

Bachelor’s degree in economics, finance, applied mathematics, engineering, computer/data science or physics; 1-3 years banking/finance experience preferred.

Plan Design Analyst

1-2 years in life insurance or nonqualified executive benefits; financial modeling; Excel; carrier illustration software; Bachelor’s degree preferred.

Senior Loan Data Associate 

Bachelor's in quantitative field; 5+ years loan analytics; strong SQL; BI tools; knowledge of loan metrics and credit risk; excellent communication.

Loan Transaction Associate

Manage loan datasets, develop analytics tools, create data pipelines, and build dashboards; strong financial and data science background; proficient in SQL and related programming languages; communicate analytics to internal teams and clients.

Title	Location	Date
Financial Anaylst Full Time · 1+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 29, 2026
Plan Design Analyst Full Time · 1+ YOE United States · Onsite	United States Onsite	Apr 6, 2026
Senior Loan Data Associate Full Time · 5+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Feb 17, 2026
Loan Transaction Associate Full Time Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Feb 13, 2026

Activities	Asset liability managementInvestment advisoryPortfolio managementFinancial risk managementStrategic financial consulting
Headquarters	US
Industries	Financial ServicesInvestment Management
Name	ALM First
Employees	221
Type	Private
Parent Company	ALM First Group, LLC
Subsidiaries	ALM First Financial AdvisorsALM First AdvisorsALM First AnalyticsALM First Executive BenefitsDDJ Myers
Tagline	Financial advisory and investment management for banks and credit unions.
Founded	1,995
Website	almfirst.com
Latest Funding Round	Corporate Round
Latest Funding Year	2,015
Latest Investors	Platform Partners

ALM First

About ALM First