Financial Services Analyst

Catalyst Corporate Fede; Plano (TX); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Job summary

Catalyst Corporate is seeking a Financial Services Analyst for a full-time, hybrid role in Plano, TX. You will manage investment accounting databases, securities safekeeping, and back-office support across Advisory, Brokerage, ALM, and Funds Management.

Strong analytical skills and Salesforce Lightning experience are required. The position emphasizes collaboration with credit unions, accurate reporting, and efficient operations, with a comprehensive benefits package and career growth

Qualifications

• Degree in Finance/Accounting/Economics or 3-5 years experience in financial services industry.
• 3-5 years of Salesforce Lightning experience.
• Awareness and understanding of financial and investment markets.
• Excellent attention to detail.
• Strong time management and organizational skills.
• Proficiency using computers and learning systems.
• High level user of MS Excel, MS Word, and other MS tools.
• Outstanding customer service and relationship management skills.

Responsibilities

• Maintain the investment accounting database and oversee securities safekeeping operations.
• Provide back-office support for Advisory, Brokerage, ALM and Funds Management areas.
• Write and run queries, generate reports, and research payment discrepancies.
• Settle all investment trades and manage new accounts and reports for safekeeping.
• Coordinate with credit unions on settlement issues and act as primary contact for safekeeping services.
• Support monthly product billing, year-to-date fee income reporting, reconciliations and ad hoc reports.

Skills

Attention to detail

Time management

Organizational skills

Customer service

Relationship management

Computers and learning systems

Education

Finance/Accounting/Economics degree

Tools

Salesforce Lightning

MS Excel

MS Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time, Permanent Opportunity for Financial Services Analyst (Must be local to Plano, TX; Hybrid)

Catalyst and Your Career

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!

The Work Itself

This job requires a high degree of financial analytical and investment accounting skills.

The primary responsibilities of the Financial Services Analyst(s) are maintaining the investment accounting database and overseeing the securities safekeeping operations. Secondary responsibilities of the role include back-office support for the operations for the Advisory, Brokerage, ALM and Funds Management areas.

The Financial Services Analyst(s) will maintain the investment accounting database on behalf of Advisory and Brokerage clients in an accurate and consistent fashion. This includes writing and running queries, maintaining accurate investment portfolios, generating reports, calculating principal and interest payments and researching payment discrepancies.

The security safekeeping duties consist of settling all investment trades on behalf of credit unions, opening new accounts, creating and maintaining reports, initiating wire emails, interacting with the safekeeping vendor, and researching payment discrepancies. There is also significant communication with credit unions regarding settlement issues. Additionally, the Financial Services Analyst(s) will be the primary contact with other corporate credit unions that utilize Catalyst safekeeping services.

In addition, the Financial Services Analyst(s) are also responsible for supporting the back-office operations for multiple investment services departments including the Advisory, Brokerage, ALM and Catalyst Corporate Funds Management. Tasks include monthly product billing, year-to-date fee income reporting, reconciliations, various ad hoc reports, and maintaining credit union agreements.

The person(s) in this position will serve as BondEdge administrator, maintaining the portfolio analytical software and acting as liaison between BondEdge help desk and investment services.

The Talent You Bring

The Essential Requirements:

• Degree in Finance/Accounting/Economics or 3-5 years experience in financial services industry3-5 years of Salesforce Lightning experience
• Awareness and understanding of financial and investment markets
• Excellent attention to detail
• Strong time management and organizational skills
• Proficiency using computers and learning systems
• High level user of MS Excel, MS Word, and other MS tools
• Outstanding customer service and relationship management skills

Additional skills and experience are a plus:

• Knowledge of trading and settlement of fixed income securities
• Experience in investment accounting and investment accounting software
• Ability to identify and leverage technology to implement efficiency improvements
• Experience with MS Power platforms

How We'll Have Your Back

Catalyst Corporate’s compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:

• Time Away:Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
• Planning for the Future:401K retirement savings plan with matching and company contributions.
• Supporting your Health & Well-Being:Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
• Building a Family:We were named “Best Place for Working Parents” since 2021 due to our commitment to family-friendly policies and practices.
• Work-Life Integration:Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: catalystcorp.org .

Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.