Alisha Walls
Memphis
Summary
Detail-oriented Fixed Income Associate with a strong foundation in asset/liability management and financial modeling. Proven ability to deliver insightful analyses that enhance investment strategies.
Overview
26
26
years of professional experience
Work History
Fixed Income Associate II - ALM
Stifel
Memphis
03.2011 - 04.2025
- Collected, organized, and analyzed data to produce and develop Asset/Liability Management analyses for fixed-income clients.
- Analyzed interest rates, liquidity, financial statements, and credit risk.
- Processed monthly and quarterly analyses of clients' investment portfolios, balance sheets, and various risk measurements using Excel-based and other complex financial models.
- Worked closely with clients and sales representatives to communicate findings.
CSR/Loan Officer
Insouth Bank
Memphis
03.1999 - 02.2011
- Assisted customers with account inquiries and banking services.
- Resolved customer complaints through effective communication and problem-solving.
- Trained new staff on customer service best practices and systems usage.
- Assisted with loan processing and approvals.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Education
Associate of Science - Data Analytics
Southwest Tennessee Community College
Memphis, TN05-2000
Skills
- Asset/liability management
- Fixed-income analysis
- Financial modeling
- Credit risk assessment
- Excel data analysis
- Customer relationship management
Timeline
Fixed Income Associate II - ALM
Stifel
03.2011 - 04.2025
CSR/Loan Officer
Insouth Bank
03.1999 - 02.2011
Associate of Science - Data Analytics
Southwest Tennessee Community College