Background Verification Analyst
Entrata
Analyst, Balance Sheet Strategies
Gresham Partners, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- Bachelor’s degree preferably in a quantitative discipline (mathematics, finance, economics, engineering, computer science and/or statistics)
- FINRA SIE, Series 7 and 63 within 120 days of hire date
- High proficiency in Microsoft Office, especially Excel and PowerPoint
- Must quickly gain understanding of Bloomberg and proprietary research applications
- Evidence of structured thinking, problem solving and multi-tasking
- Strong task execution skills with ability to prioritize and adjust work load as required
- Self-motivated, strong work ethic and ability to work under pressure
- Exceptional written and oral communications skills
- Enthusiasm and curiosity for the financial markets
- Strong interpersonal and teamwork skills
Benefits
- Medical
- Dental
- Vision
- Health and Wellbeing
- Prescription Drug Plans
- Voluntary Life Insurance + Long term disability insurance
- PT Retirement
- Mission Driven Employee Stock Ownership Plan
- Stability
- Pre-Tax Commuter benefits – Transit & Parking
- Lifestyle Discounted Fitness memberships
- Lifestyle Management – Tobacco Cessation & Weight Management
- Vacation/Personal Days + Holidays
- Pre-tax Flex Spending Account (FSA) and Health Savings Account (HSA)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingdata analysisforecastingquantitative analysistrading efficiencysales effectivenessbusiness intelligencestructured thinkingproblem solvingmulti-tasking
Soft skills
task executionprioritizationself-motivationwork ethicability to work under pressurewritten communicationoral communicationinterpersonal skillsteamworkcuriosity
Certifications
Bachelor's degreeFINRA SIESeries 7Series 63
