*Hybrid, 3 days onsite, 2 days remote* *We are unable to sponsor as this is a permanent Full time role* A prestigious company is looking for an Associate Principal, Credit Management & Reporting. This role will focus on credit risk data analysis using excel, Microsoft office, SQL, Tableau, Power BI, Bloomberg/S&P, and python Scripting. Responsibilities: Support credit risk management team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support credit risk management team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Support credit risk management team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Desire to earn, or progress towards, a CFA or FRM certification Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred
11/03/2025
Full time
*Hybrid, 3 days onsite, 2 days remote* *We are unable to sponsor as this is a permanent Full time role* A prestigious company is looking for an Associate Principal, Credit Management & Reporting. This role will focus on credit risk data analysis using excel, Microsoft office, SQL, Tableau, Power BI, Bloomberg/S&P, and python Scripting. Responsibilities: Support credit risk management team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support credit risk management team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Support credit risk management team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Desire to earn, or progress towards, a CFA or FRM certification Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred
*Hybrid, 3 days onsite, 2 days remote* *We are unable to sponsor as this is a permanent Full time role* A prestigious company is looking for an Associate Principal, Credit Management & Reporting. This role will focus on credit risk data analysis using excel, Microsoft office, SQL, Tableau, Power BI, Bloomberg/S&P, and python Scripting. Responsibilities: Support credit risk management team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support credit risk management team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Support credit risk management team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Desire to earn, or progress towards, a CFA or FRM certification Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred
11/03/2025
Full time
*Hybrid, 3 days onsite, 2 days remote* *We are unable to sponsor as this is a permanent Full time role* A prestigious company is looking for an Associate Principal, Credit Management & Reporting. This role will focus on credit risk data analysis using excel, Microsoft office, SQL, Tableau, Power BI, Bloomberg/S&P, and python Scripting. Responsibilities: Support credit risk management team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support credit risk management team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Support credit risk management team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Desire to earn, or progress towards, a CFA or FRM certification Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred
NO SPONSORSHIP Associate Principal, Data Analytics Engineering SALARY: $110k flex plus 10% bonus LOCATION: Chicago, IL Hybrid 3 days in office and 2 days remote You will be expanding analytics capabilities to design and build internal analytics within data warehouse using on-premises and cloud-based tools. You will create dashboards or visualization using the tools tableau powerBI SQL Queries Alteryx Jira services now. GIT a big plus, AWS or loud data warehouse airflow bs degree masters preferred this is working for operational risk 5 years experience building dashboards any audit risk knowledge is a plus This role will drive a team responsible for expanding analytics capabilities by making internal corporate data accessible and usable to analysts throughout the organization. Primary Duties and Responsibilities: Work closely with data analyst and business stakeholders to understand their data needs and provide support in data access, data preparation, and ad hoc queries Automate data processes to reduce manual interventions, improve data processing efficiency and optimize data workflow for performance scalability Integrate data form multiple sources and ensure data consistency and quality Build data models to ensure information is available in our analytics warehouse for downstream uses, such as analysis and create dashboards or visualizations using Tableau, Power BI to present insights Maintain performance requirements of our analytics warehouse by tuning optimizations and processes Create documentation and testing to ensure data is accurate and easily understandable Promote self-service capabilities and data literacy for business users leveraging the platform through development of training presentations and resources Discover and share best practices for data and analytics engineering with members of the team Invest in your continued learning on data and analytics engineering best practices and evaluate them for fit in improving maintainability and reliability of analytics infrastructure Qualifications: Ability to collaborate with multiple partners (eg, Corporate Risk, Compliance, Audit, Production Operations, DBAs, Data Architecture, Security) to craft solutions that align business goals with internal security and development standards Ability to communicate technical concepts to audiences with varying levels of technical background and synthesize non-technical requests into technical output Comfortable supporting business analysts on high-priority projects. High attention to detail and ability to think structurally about a solution Experience working within an agile environment Technical Skills & Background Ability to write and optimize complex analytical (SELECT) SQL queries Experience with data viz/prep tools Tableau and Alteryx [Preferred] Experience with SaaS tools and their backends, such as Jira and ServiceNow [Preferred] Applied knowledge of Python for writing custom pipeline code (virtual environments, functional programming, and unit testing) [Preferred] Experience with a source code repository system (preferably Git) [Preferred] Familiarity with at least one cloud data platform, such as AWS or GCP [Preferred] Experience creating and/or maintaining a cloud data warehouse or database [Preferred] Exposure to data orchestration tools, such as Airflow [Preferred] Understanding of applied statistics and hands-on experience applying these concepts Bachelor's degree in quantitative discipline (eg, Statistics, Computer Science, Mathematics, Physics, Electrical Engineering, Industrial Engineering) or equivalent professional experience 5+ years of experience as a business analyst, data analyst, data engineer, research analyst, data engineer, analytics engineer, Business Intelligence analyst, data analyst, data scientist, or research analyst
10/03/2025
Full time
NO SPONSORSHIP Associate Principal, Data Analytics Engineering SALARY: $110k flex plus 10% bonus LOCATION: Chicago, IL Hybrid 3 days in office and 2 days remote You will be expanding analytics capabilities to design and build internal analytics within data warehouse using on-premises and cloud-based tools. You will create dashboards or visualization using the tools tableau powerBI SQL Queries Alteryx Jira services now. GIT a big plus, AWS or loud data warehouse airflow bs degree masters preferred this is working for operational risk 5 years experience building dashboards any audit risk knowledge is a plus This role will drive a team responsible for expanding analytics capabilities by making internal corporate data accessible and usable to analysts throughout the organization. Primary Duties and Responsibilities: Work closely with data analyst and business stakeholders to understand their data needs and provide support in data access, data preparation, and ad hoc queries Automate data processes to reduce manual interventions, improve data processing efficiency and optimize data workflow for performance scalability Integrate data form multiple sources and ensure data consistency and quality Build data models to ensure information is available in our analytics warehouse for downstream uses, such as analysis and create dashboards or visualizations using Tableau, Power BI to present insights Maintain performance requirements of our analytics warehouse by tuning optimizations and processes Create documentation and testing to ensure data is accurate and easily understandable Promote self-service capabilities and data literacy for business users leveraging the platform through development of training presentations and resources Discover and share best practices for data and analytics engineering with members of the team Invest in your continued learning on data and analytics engineering best practices and evaluate them for fit in improving maintainability and reliability of analytics infrastructure Qualifications: Ability to collaborate with multiple partners (eg, Corporate Risk, Compliance, Audit, Production Operations, DBAs, Data Architecture, Security) to craft solutions that align business goals with internal security and development standards Ability to communicate technical concepts to audiences with varying levels of technical background and synthesize non-technical requests into technical output Comfortable supporting business analysts on high-priority projects. High attention to detail and ability to think structurally about a solution Experience working within an agile environment Technical Skills & Background Ability to write and optimize complex analytical (SELECT) SQL queries Experience with data viz/prep tools Tableau and Alteryx [Preferred] Experience with SaaS tools and their backends, such as Jira and ServiceNow [Preferred] Applied knowledge of Python for writing custom pipeline code (virtual environments, functional programming, and unit testing) [Preferred] Experience with a source code repository system (preferably Git) [Preferred] Familiarity with at least one cloud data platform, such as AWS or GCP [Preferred] Experience creating and/or maintaining a cloud data warehouse or database [Preferred] Exposure to data orchestration tools, such as Airflow [Preferred] Understanding of applied statistics and hands-on experience applying these concepts Bachelor's degree in quantitative discipline (eg, Statistics, Computer Science, Mathematics, Physics, Electrical Engineering, Industrial Engineering) or equivalent professional experience 5+ years of experience as a business analyst, data analyst, data engineer, research analyst, data engineer, analytics engineer, Business Intelligence analyst, data analyst, data scientist, or research analyst
*We are unable to sponsor for this permanent Full time role* *Position is bonus eligible* Prestigious Financial Institution is currently seeking a Credit Risk Management Reporting Analyst. Candidate will be responsible, identifying, developing, measuring, monitoring, reporting, and enhancing processes that monitor thresholds and trends of various risks and exposures introduced to by clearing members, banks, and other critical counterparties. Associate Principals utilize a strong technical and analytical skill set to assist Credit Department with its projects and reporting. Maintain a general understanding of the risks present within the clearing industry and/or the participating financial entities, including broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities. Associate Principals mentor and train (Sr.) Associates and independently develop technology solutions for the department. Responsibilities: Support CORE team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support CORE team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Work closely with department management on projects, cross-department collaboration, and mentoring of colleagues. As appropriate, lead high priority department projects with minimal oversight by department management. Support CORE team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Demonstrated analytical and problem-solving skills and the ability to work in a collaborative environment Familiarity with financial statements, brokerage statements, and accounting records Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Track record of independently managing and successfully completing high visibility projects Excellent organization skills - must be detail oriented Strong verbal and written communication skills, with proven ability to work and converse with executive level management Strong Mathematical skills and financial acumen Comfortable working in a customer service-oriented environment and addressing questions from both colleagues and counterparties, engaging users to understand issues and identify root causes, escalating incidents to appropriate teams, collaborating with others to ensure timely resolution and user satisfaction, and monitoring service performance of (Sr.) Associates Ability to work well under pressure with multiple priorities and time-sensitive deadlines Track record of accomplishments while leading a team, delegating and prioritizing work assignments, and ensuring team efficiency preferred Technical Skills: Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Intermediate-to-Advanced quantitative, analytical, problem solving skills, including the ability to accumulate, organize, and assimilate large amounts of information. Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred Education and/or Experience: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Master's degree or progress towards a Master's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) preferred Certificates or Licenses: Desire to earn, or progress towards, a CFA or FRM certification
08/03/2025
Full time
*We are unable to sponsor for this permanent Full time role* *Position is bonus eligible* Prestigious Financial Institution is currently seeking a Credit Risk Management Reporting Analyst. Candidate will be responsible, identifying, developing, measuring, monitoring, reporting, and enhancing processes that monitor thresholds and trends of various risks and exposures introduced to by clearing members, banks, and other critical counterparties. Associate Principals utilize a strong technical and analytical skill set to assist Credit Department with its projects and reporting. Maintain a general understanding of the risks present within the clearing industry and/or the participating financial entities, including broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities. Associate Principals mentor and train (Sr.) Associates and independently develop technology solutions for the department. Responsibilities: Support CORE team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support CORE team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Work closely with department management on projects, cross-department collaboration, and mentoring of colleagues. As appropriate, lead high priority department projects with minimal oversight by department management. Support CORE team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Demonstrated analytical and problem-solving skills and the ability to work in a collaborative environment Familiarity with financial statements, brokerage statements, and accounting records Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Track record of independently managing and successfully completing high visibility projects Excellent organization skills - must be detail oriented Strong verbal and written communication skills, with proven ability to work and converse with executive level management Strong Mathematical skills and financial acumen Comfortable working in a customer service-oriented environment and addressing questions from both colleagues and counterparties, engaging users to understand issues and identify root causes, escalating incidents to appropriate teams, collaborating with others to ensure timely resolution and user satisfaction, and monitoring service performance of (Sr.) Associates Ability to work well under pressure with multiple priorities and time-sensitive deadlines Track record of accomplishments while leading a team, delegating and prioritizing work assignments, and ensuring team efficiency preferred Technical Skills: Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Intermediate-to-Advanced quantitative, analytical, problem solving skills, including the ability to accumulate, organize, and assimilate large amounts of information. Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred Education and/or Experience: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Master's degree or progress towards a Master's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) preferred Certificates or Licenses: Desire to earn, or progress towards, a CFA or FRM certification
Request Technology - Craig Johnson
Chicago, Illinois
*We are unable to sponsor for this permanent Full time role* *Position is bonus eligible* Prestigious Financial Institution is currently seeking a Credit Risk Management Reporting Analyst. Candidate will be responsible, identifying, developing, measuring, monitoring, reporting, and enhancing processes that monitor thresholds and trends of various risks and exposures introduced to by clearing members, banks, and other critical counterparties. Associate Principals utilize a strong technical and analytical skill set to assist Credit Department with its projects and reporting. Maintain a general understanding of the risks present within the clearing industry and/or the participating financial entities, including broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities. Associate Principals mentor and train (Sr.) Associates and independently develop technology solutions for the department. Responsibilities: Support CORE team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support CORE team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Work closely with department management on projects, cross-department collaboration, and mentoring of colleagues. As appropriate, lead high priority department projects with minimal oversight by department management. Support CORE team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Demonstrated analytical and problem-solving skills and the ability to work in a collaborative environment Familiarity with financial statements, brokerage statements, and accounting records Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Track record of independently managing and successfully completing high visibility projects Excellent organization skills - must be detail oriented Strong verbal and written communication skills, with proven ability to work and converse with executive level management Strong Mathematical skills and financial acumen Comfortable working in a customer service-oriented environment and addressing questions from both colleagues and counterparties, engaging users to understand issues and identify root causes, escalating incidents to appropriate teams, collaborating with others to ensure timely resolution and user satisfaction, and monitoring service performance of (Sr.) Associates Ability to work well under pressure with multiple priorities and time-sensitive deadlines Track record of accomplishments while leading a team, delegating and prioritizing work assignments, and ensuring team efficiency preferred Technical Skills: Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Intermediate-to-Advanced quantitative, analytical, problem solving skills, including the ability to accumulate, organize, and assimilate large amounts of information. Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred Education and/or Experience: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Master's degree or progress towards a Master's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) preferred Certificates or Licenses: Desire to earn, or progress towards, a CFA or FRM certification
08/03/2025
Full time
*We are unable to sponsor for this permanent Full time role* *Position is bonus eligible* Prestigious Financial Institution is currently seeking a Credit Risk Management Reporting Analyst. Candidate will be responsible, identifying, developing, measuring, monitoring, reporting, and enhancing processes that monitor thresholds and trends of various risks and exposures introduced to by clearing members, banks, and other critical counterparties. Associate Principals utilize a strong technical and analytical skill set to assist Credit Department with its projects and reporting. Maintain a general understanding of the risks present within the clearing industry and/or the participating financial entities, including broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities. Associate Principals mentor and train (Sr.) Associates and independently develop technology solutions for the department. Responsibilities: Support CORE team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. Support CORE team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (eg, correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated Front End visual reporting/dashboards. Work closely with department management on projects, cross-department collaboration, and mentoring of colleagues. As appropriate, lead high priority department projects with minimal oversight by department management. Support CORE team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. Support system, data, and risk methodology development, review data and risk methodologies during annual reviews, identify underlying methodology assumptions with a comprehensive set of special cases, guide methodologies through full life cycle events, and evaluate different possible approaches/enhancements Develop, maintain, enhance, and adhere to written policies and procedures Participate in and lead procedure-related control testing activities and identify opportunities for improving the control environment Supervise and confirm adherence to regulatory reporting obligations Work with internal and external stakeholders to support audits/exams Qualifications: Demonstrated analytical and problem-solving skills and the ability to work in a collaborative environment Familiarity with financial statements, brokerage statements, and accounting records Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities Proficient understanding of securities markets, derivatives, and option trading strategies Track record of independently managing and successfully completing high visibility projects Excellent organization skills - must be detail oriented Strong verbal and written communication skills, with proven ability to work and converse with executive level management Strong Mathematical skills and financial acumen Comfortable working in a customer service-oriented environment and addressing questions from both colleagues and counterparties, engaging users to understand issues and identify root causes, escalating incidents to appropriate teams, collaborating with others to ensure timely resolution and user satisfaction, and monitoring service performance of (Sr.) Associates Ability to work well under pressure with multiple priorities and time-sensitive deadlines Track record of accomplishments while leading a team, delegating and prioritizing work assignments, and ensuring team efficiency preferred Technical Skills: Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. Experience using data visualization software (eg, Tableau, Power BI) Familiarity with data stack applications such as Snowflake and code versioning in Github Coding experience with (eg, Python, R, VBA macros) required Intermediate-to-Advanced quantitative, analytical, problem solving skills, including the ability to accumulate, organize, and assimilate large amounts of information. Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred Education and/or Experience: Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required 4+ years of data analytics experience or relevant financial services industry experience Master's degree or progress towards a Master's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) preferred Certificates or Licenses: Desire to earn, or progress towards, a CFA or FRM certification