Library
almfirst.comCrawled Oct 29, 2026
Product
6 pages- Balance Sheet Strategy/services/balance-sheet-strategy-advisory
In a complex financial landscape, effective balance sheet management is essential for financial institutions seeking long-term success.
- Financial Tools/financial-tools
ALM First’s Financial Tools provide analytics for faster team decision-making and smarter monitoring.
- Registered Investment Adviser/services/registered-investment-adviser
ALM First’s investment strategies align with clients’ balance sheet needs through asset liability management.
- Secondary Market Solutions/services/secondary-market-solutions
ALM First helps community banks and credit unions maximize returns on mortgage pipelines with personalized solutions.
Blog
6 pages- Resources/resources
- Tranche/glossary/tranche
Tranche – One particular CMO bond, for which the cash flows of MBS have been reallocated to different bond classes (tranches).
- Weighted Average Coupon (WAC)/glossary/weighted-average-coupon-wac
Weighted Average Coupon (WAC) – Sometimes called gross WAC. The weighted average of the mortgage rates in the pool. The investor receives the passthrough rate.
- Weighted Average Maturity (WAM)/glossary/weighted-average-maturity-wam
Weighted Average Maturity (WAM) – The weighted average time to maturity of the underlying mortgages.
Press
2 pages- 2021 Archives/year/2021
- 2022 Archives/year/2022
Careers & Hiring
6 pages- Careers/careers
ALM First lists current job openings for professional roles.
- Dallas, TX Archives/location/dallas-tx
This role involves analyzing and sourcing securitized credit trades for ALM First’s Investment Management Group.
- Director of securitized credit/jobs/director-securitized-credit
This position focuses on securitized credit trading for discretionary and non-discretionary clients in ALM First’s Investment Management Group.
- Director, Investment Portfolio Strategy/jobs/director-investment-portfolio-strategy
This role supports ALM First’s Advisory services as a relationship manager with financial expertise.
Team
6 pages- Board of Directors Archives/designation/board-of-directors
- Boards/about/boards
The ALM First boards consist of experienced leaders committed to advancing the industry through regular feedback and contributions.
- Chief Executive Officer Archives/designation/chief-executive-officer
- Chief Investment Officer Archives/designation/chief-investment-officer-principal
Home > Principal > Chief Investment Officer
About
6 pages- 1995 Archives/year/1995
- 2000 Archives/year/2000
- About/about
ALM First describes its company values and commitment to clients and the industry.
- Affiliates/about/affiliates
ALM First specializes in tailored executive benefits solutions.
Contact
1 page- Contact/contact
Homepage
1 page- Homepage/
ALM First is a leading, trusted strategic partner for banks and credit unions, offering an array of financial advisory services.
