Gresham Partners, LLC

Analyst

• Acquire a working, technical knowledge of fixed income products, investment portfolio and balance sheet strategy, technology resources and the firm’s operating model
• Understand the inter-connected, collaborative roles of our sales, trading and analytics organizations to address client interests
• Research, compile and present data aimed at improving client outcomes, trading efficiency, sales effectiveness, and business intelligence
• Using our proprietary financial model, forecast institutions’ balance sheet and income statement across a range of potential scenarios
• Frame and integrate findings into coherent presentations, identifying trends, action steps and investment considerations for clients
• Evaluate the potential viability of new product opportunities and the means to effectively deploy resources to develop and launch those initiatives
• Develop selling, trading, and analysis skills appropriate to your individual talents and interests
• Provide consultative financial sales support and collaborate with sales/trading/analytics teams

Analyst, Balance Sheet Strategies