Collecting and analyzing counterparty financial statements for evaluation within the firm’s credit policies. Credit evaluation reports will include quantitative analysis and written qualitative sections.
Daily monitoring of credit exposures in various parts of the company’s businesses, including securities lending, foreign exchange and banking.
Various ad hoc projects, which may entail data analysis or web-based research.
Which skills are required:
Bachelor's degree from an accredited traditional 4-year college / university (minimum GPA: 3.0), preferably in accounting, mathematics or business.
5-8 years’ experience in a credit, accounting or financial statement analysis role.
Comprehensive knowledge of risks associated with clearing houses and financial institutions such as banks, broker-dealers, etc. is strongly preferred.
Strong problem solving and analytical skills.
Strong organizational skills.
Proficient in Microsoft Excel (VBA experience is a plus).
Excellent written and verbal communication skills.
Experience in writing functional specification documents for automation is a plus.
Attention to detail is critical.
Ability to multitask and meet tight deadlines.
Company Benefits & Perks
Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k) with a competitive company match
Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium
Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
Paid time off and a generous parental leave policy
Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
Corporate events, including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities
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