Senior Capital Markets Analyst

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Our Treasury Team

GreatAmerica's Treasury team is a highly successful team of finance professionals that have helped to drive GreatAmerica's success for over 30 years.  As GreatAmerica expands to become a bank, we are looking to add an experienced banking professional to our Treasury team. 

The Senior Capital Markets Analyst will work collaboratively within the Treasury team, across GreatAmerica functions, and with third-party resources in the development and execution of key areas such as asset/liability management, interest rate risk management, management of the investment portfolio, liquidity risk management, and hedging.  This position will actively contribute to the company's strategic goals through application of finance, investment, and banking knowledge.  In this role, the individual will play a meaningful role in developing and maintaining strong relationships with GreatAmerica's key outside constituents (e.g., banks, regulators, and other third-party relationships).

As a Senior Capital Markets Analyst, you will:
 

Asset/Liability Management (ALM) and Interest Rate Risk (IRR) Management

• Coordinate with third-party resources in the preparation of monthly and quarterly reports to senior leadership, the Asset/Liability Committee (ALCO), and the Board summarizing the company's IRR and liquidity positions
• Assist in developing reports, presentations, and models to demonstrate the impact of balance sheet strategies on liquidity, interest rate risk, earnings, credit, and capital
• Collaborate with third-party resources to analyze and validate modeling assumptions such as deposit betas, decay rates, and loan prepayment speeds to ensure model integrity
• In partnership with third-party resources, analyze ALM model back-testing results to evaluate performance and improve forecast accuracy
• Develop and provide analytical support for deposit and loan rate strategies that align with the company's policy, senior leadership, ALCO, and Board objectives
• Assist in reviewing and revising asset/liability and interest rate risk policies

Investment Portfolio Management

• Develop, maintain, and leverage knowledge of market trends to evaluate and recommend investment strategies in alignment with company policies and objectives
• Support the execution of securities trades and settlement within the investment portfolio in accordance with policies, procedures, and risk limits
• Facilitate reporting to senior leadership, ALCO, and the Board on investment activities
• Perform quarterly investment portfolio analysis to identify potential impairments through pricing spread analysis
• Coordinate and assist in the preparation of investment portfolio reports and presentations to senior leadership
• Assist in reviewing and revising investment policies

Liquidity Risk and Hedging

• Coordinate and assist in the preparation and reporting of liquidity stress testing to senior leadership, ALCO, and the Board
• Provide analytical support for the preparation of reports to senior leadership, ALCO, and the Board on the performance of hedging strategies to manage interest rate risk and other financial exposures
• Assist in reviewing and revising liquidity risk and hedging policies

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.  Ability to understand the underlying business issues
• Problem solving attitude, with focus on improving processes with a disciplined approach
• Demonstrated self-starter who is goal oriented and a critical thinker
• Must be able to multi-task and have a combination of organizational and analytical skills
• Effectively displays exceptional leadership skills and the ability to influence without authority
• Strong sense of urgency and follow through in addressing issues
• Excellent interpersonal and relationship building skills to build credibility
• Exceptional communication skills (both verbal and written)
• Demonstrated ability to apply exceptional business judgment while appropriately balancing competing business interests
• Strong project management skill

Computer Skills

• Microsoft Office Suite (Excel primarily) experience a must

Other Requirements

• Bloomberg terminal experience highly desired

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

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 - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at

Please note, 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.