GreatAmerica Financial Services
Senior Capital Markets Analyst
GreatAmerica Financial Services, Cedar Rapids, Iowa, United States, 52404
Overview
Senior Capital Markets Analyst role at GreatAmerica Financial Services. GreatAmerica is a financial services company providing equipment financing to businesses across the United States. Our Treasury team focuses on asset/liability management, interest rate risk management, liquidity risk management, and hedging as we grow toward banking capabilities.
Responsibilities The Senior Capital Markets Analyst will work collaboratively within the Treasury team, across GreatAmerica functions, and with third-party resources to develop and execute key areas including:
Asset/Liability Management (ALM) and Interest Rate Risk (IRR) management, including reporting to senior leadership, ALCO, and the Board; development of reports, presentations, and models to show the impact of balance sheet strategies on liquidity, interest rate risk, earnings, credit, and capital
Collaboration with third-party resources to analyze and validate modeling assumptions (e.g., deposit betas, decay rates, loan prepayment speeds) to ensure model integrity
Analyze ALM model back-testing results to evaluate performance and improve forecast accuracy
Provide analytical support for deposit and loan rate strategies aligned with policy, senior leadership, ALCO, and Board objectives
Investment Portfolio Management: develop and leverage knowledge of market trends to evaluate and recommend investment strategies; support execution and settlement of securities trades; facilitate reporting to senior leadership, ALCO, and the Board; perform quarterly portfolio analysis for impairments; assist in preparing investment portfolio reports and revise investment policies
Liquidity Risk and Hedging: coordinate and assist in liquidity stress testing and reporting to senior leadership, ALCO, and the Board; provide analytical support for hedging performance; assist in reviewing and revising liquidity risk and hedging policies
Qualifications and Experience To Be Successful In This Role You Will Need
Education
Bachelor’s degree in Accounting or Finance (or related field)
Advanced degree preferred
CFA and/or CTP certification is highly desirable
Experience
Minimum of 5 years in Treasury or Finance roles in a bank environment
Skills and Abilities
Strong analytical and financial modeling skills; proficiency in Excel, ERP/TMS systems
Strong business acumen and ability to understand underlying business issues
Problem solving attitude with focus on improving processes
Self-starter who is goal oriented and a critical thinker
Ability to multi-task with strong organizational and analytical skills
Leadership skills and ability to influence without authority
Sense of urgency and follow through in addressing issues
Excellent interpersonal and relationship-building skills
Exceptional verbal and written communication skills
Ability to apply business judgment while balancing competing interests
Strong project management skills
Computer Skills
Microsoft Office Suite (Excel) proficiency
Other Requirements
Bloomberg terminal experience highly desired
Benefits Financial Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Health, Wellbeing, and Family Planning Benefits: Paid Vacation, Paid Sick Days, Paid Holidays, Gym Reimbursement, Health/Dental/Vision Insurance, Disability and Life Insurance, FSA/HSA, Employee Assistance Program, Parental Leave
Perks
Hybrid work arrangements
Business casual environment
Strong organizational culture focused on employees
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.
Note: This description reflects the current job; if your experience aligns closely, please apply. More information at www.greatamerica.com/careers.
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Responsibilities The Senior Capital Markets Analyst will work collaboratively within the Treasury team, across GreatAmerica functions, and with third-party resources to develop and execute key areas including:
Asset/Liability Management (ALM) and Interest Rate Risk (IRR) management, including reporting to senior leadership, ALCO, and the Board; development of reports, presentations, and models to show the impact of balance sheet strategies on liquidity, interest rate risk, earnings, credit, and capital
Collaboration with third-party resources to analyze and validate modeling assumptions (e.g., deposit betas, decay rates, loan prepayment speeds) to ensure model integrity
Analyze ALM model back-testing results to evaluate performance and improve forecast accuracy
Provide analytical support for deposit and loan rate strategies aligned with policy, senior leadership, ALCO, and Board objectives
Investment Portfolio Management: develop and leverage knowledge of market trends to evaluate and recommend investment strategies; support execution and settlement of securities trades; facilitate reporting to senior leadership, ALCO, and the Board; perform quarterly portfolio analysis for impairments; assist in preparing investment portfolio reports and revise investment policies
Liquidity Risk and Hedging: coordinate and assist in liquidity stress testing and reporting to senior leadership, ALCO, and the Board; provide analytical support for hedging performance; assist in reviewing and revising liquidity risk and hedging policies
Qualifications and Experience To Be Successful In This Role You Will Need
Education
Bachelor’s degree in Accounting or Finance (or related field)
Advanced degree preferred
CFA and/or CTP certification is highly desirable
Experience
Minimum of 5 years in Treasury or Finance roles in a bank environment
Skills and Abilities
Strong analytical and financial modeling skills; proficiency in Excel, ERP/TMS systems
Strong business acumen and ability to understand underlying business issues
Problem solving attitude with focus on improving processes
Self-starter who is goal oriented and a critical thinker
Ability to multi-task with strong organizational and analytical skills
Leadership skills and ability to influence without authority
Sense of urgency and follow through in addressing issues
Excellent interpersonal and relationship-building skills
Exceptional verbal and written communication skills
Ability to apply business judgment while balancing competing interests
Strong project management skills
Computer Skills
Microsoft Office Suite (Excel) proficiency
Other Requirements
Bloomberg terminal experience highly desired
Benefits Financial Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Health, Wellbeing, and Family Planning Benefits: Paid Vacation, Paid Sick Days, Paid Holidays, Gym Reimbursement, Health/Dental/Vision Insurance, Disability and Life Insurance, FSA/HSA, Employee Assistance Program, Parental Leave
Perks
Hybrid work arrangements
Business casual environment
Strong organizational culture focused on employees
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.
Note: This description reflects the current job; if your experience aligns closely, please apply. More information at www.greatamerica.com/careers.
#J-18808-Ljbffr