ASSET/LIABILITY MANAGEMENT (ALM) PERSONNEL COMPENSATION SURVEY

Please return by April 23, 2010

                                                                                                                            Level of Responsibility

Institution                 ALCO chairman

Address                 ALCO member

City   State   Zip                             A/L model operator/analyst

E-mail address                       Chief financial officer

Position Title   Salary                        A/L risk manager

Bonus or incentives                                       Investment manager

Asset size of institution (in millions)                Treasurer

Annual budget for ALM                  Other

Years of banking experience

Years of asset/liability management experience

Degree(s): PhD    Master's    Bachelor's    Associate's    Other    None

 

Have you been affected by industry consolidation through mergers and acquisitions (position change; reassignment; address change, etc.)? Please comment.

 

Experience

(check all items that apply)

ALM model used

Primary type of institution

(select only one)
Derivative products Currently  Bank
Duration  Previously  Credit Union
Foreign exchange transactions    Savings institution
Gap analysis  How often is this model used?  Consulting firm
Investments   Investment bank
Liquidity analysis How is this model used? Regulatory agency
Market value analysis      Budgeting  % Other
Off-balance sheet transactions      Planning  %  
Option adjusted pricing       ALM  % How would you classify your financial institution's balance sheet?
Purchased servicing      Other  %

Simple
Simulation analysis       Total               100% Typical
Risk-based capital    Complex
Other     
Other     

 

Summary of your position responsibilities (use additional paper to continue comments):

 

This site is maintained by SCI's Advanced Technology Group 
Copyright © 2010   Southeast Consulting, Inc. 
212 South Tryon Street,  Suite 1680 
P.O. Box 470886
Charlotte, North Carolina 28247
Last modified: January 5, 2010