Liquidity Analyst

Insight Global; Charlotte (NC); On-site; USD 70,000 - 90,000; Part time

Job summary

A leading staffing agency is seeking a Financial Data Analyst for a large financial services company in Charlotte, NC. The role involves monitoring liquidity for US Broker Dealers and forecasting outflows. The ideal candidate has over 3 years of experience in financial products, strong quantitative skills, and excellent communication abilities. This contract position offers opportunities to influence strategic financial decisions.

Qualifications

• 3+ years of industry experience working with financial products.
• Energetic and self-motivated. Strong intellectual curiosity.
• Ability to drive project goals across functions with minimal oversight.

Responsibilities

• Monitor and analyze US Broker Dealers’ liquidity and funding requirements.
• Forecast ILST and LCR outflows for US Broker Dealers.
• Enhance processes to streamline reporting and develop additional analytical capabilities.

Skills

Excel modelling

Effective communication skills

Quantitative analysis

Tools

Alteryx

Tableau

Job description

Overview

Insight Global is seeking a Financial Data Analyst for a large financial services company in the Charlotte, NC area. The Analyst will support the Traded Products team covering US Broker Dealers, responsible for:

Responsibilities

• Monitor and analyze US Broker Dealers’ liquidity and funding requirements, on both day-to-day and strategic basis
• Forecast ILST and LCR outflows for the US Broker Dealers, on both day-to-day and strategic basis
• Enhance and develop liquidity stress model assumptions for ILST and LCR forecasting process
• Engage with Global Markets line of business to understand how daily business flows will impact liquidity metrics across entities. Strategize with business partners for opportunities to increase efficiency in managing these impacts and develop or validate liquidity stress assumptions
• Monitor and trend liquidity risks relating to business activities, understand correlation between business drivers and liquidity usage and build out enhanced granularity on executive reporting for global markets usage
• Analyze new business initiatives and products to assess their liquidity and funding risks
• Enhance processes to streamline reporting and build out additional analytic capabilities, with lean towards emerging technology (Alteryx, Tableau etc.)
• Provide input into monthly presentations for Risk Committees, Board of Directors, Enterprise and Local Regulators
• Support other ad hoc projects within Liquidity Management

Must Haves

• 3+ years of industry experience working with financial products
• Energetic and self-motivated. Candidate should have a strong intellectual curiosity
• Strong quantitative background including Excel modelling
• Excellent communication skills – both written and verbal
• Ability to drive project goals across functions with minimal oversight
• Financial Forecasting and Modeling

Plusses

• Prime Brokerage, derivatives or secured funding (either regulatory, reporting or business)
• Working knowledge of regulatory liquidity framework

Seniority level

• Associate

Employment type

• Contract

Job function

• Analyst and Finance

Industries

• Banking and Financial Services