Financial Analyst (Middle Office Trading Desk)
About The Position
The Middle Office Derivative (MO) Financial Analyst supports front office derivative desks in the execution and confirmation of transactions, including but not limited to interest rate swaps, xVa swaps, and cross-currency trades. The analyst collaborates with various stakeholders to facilitate both new and existing transactions. Responsibilities include developing reporting tools for various stakeholders, procedures, and processes in partnership with the manager and team members. Ad hoc reporting to support audit inquiries and analyzing various derivative data sets. This entry level Financial Analyst role supports the hedging activities for a number of derivative trading desks in Treasury. The employee will manage the post-trade workflow for hedging derivatives including trade capture, confirmation, clearing, and lifecycle events. The employee will generate daily Profit-and-Loss and market-risk analysis reporting as well as communicate insights to traders. This position is also responsible for building, enhancing, and maintaining the processes used in reporting and analysis.
Requirements
- Bachelor's degree, or equivalent work experience
- Typically less than one year of related experience
Nice To Haves
- Familiarity middle office environments, funding and liquidity
- Knowledge regarding loan structures, derivatives, and securitizations
- Strong organizational and multitasking skills, attention to detail, and ability to work independently
- Intermediate Microsoft Excel skills
- Python, VBA, SQL and other programming skills & experience is a plus
- Experience designing dashboards and their related data models in Power BI
- Ability to work in a fast-paced deadline-driven environment
- Excellent verbal, written, and interpersonal communication skills
- Master’s degree in applicable field
Responsibilities
- Provide any ad hoc reporting needed for various transactions
- Implement any necessary controls
- Build, enhance, and maintain reporting analysis tools utilizing Power BI, Excel, SQL and Python
- Support monitoring and ad-hoc reporting requests by internal risk partners (Audit, Compliance, Asset Liability Management)
- Respond to various inquiries
- Leverage quantitative and analytical skills and partner with Operations to identify control improvement and process flow
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
