Credit Project Management / Reporting - Financial

NO SPONSORSHIP

Associate Principal, Credit Project Management & Reporting

SALARY: $115k - $120k - $125k plus 15% bonus

LOCATION: DALLAS, TX

Hybrid 3 days in office

Looking for a candidate with Microsoft office excel, perform data analysis, powerpoint advance, SQL edit queries, visualization data tableau power BI. Bloomberg S&P financial services financial market liquidity operations. Risk of broker dealers futures commission merchants commercial b securities markets derivatives options trading strategies.

You will help safeguard us from counterparties who exhibit elevated credit risks. Associate Principals are responsible, identifying, developing, measuring, monitoring, reporting, and enhancing processes that monitor thresholds and trends of various risks and exposures introduced to us by clearing members, banks, and other critical counterparties. Associate Principals utilize a strong technical and analytical skillset to assist Credit Department with its projects and reporting. Maintain a general understanding of the risks present within the clearing industry and/or the participating financial entities, including broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities. Associate Principals mentor and train (Sr.) Associates and independently develop technology solutions for the department.

Qualifications:

• Familiarity with financial statements, brokerage statements, and accounting records

• Proficient knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities

• Proficient understanding of securities markets, derivatives, and option trading strategies
• Track record of independently managing and successfully completing high visibility projects
• Excellent organization skills must be detail oriented
• Strong verbal and written communication skills, with proven ability to work and converse with executive level management
• Strong Mathematical skills and financial acumen

Technical Skills:

• Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations
• Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources.
• Experience using data visualization software (e.g., Tableau, Power BI)
• Familiarity with data stack applications such as Snowflake and code versioning in Github
• Coding experience with (e.g., Python, R, VBA macros) required
• Intermediate-to-Advanced quantitative, analytical, problem solving skills, including the ability to accumulate, organize, and assimilate large amounts of information.
• Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred

Education and/or Experience:

• Bachelor s degree
• 4 years of data analytics experience or relevant financial services industry experience
• Master s degree or progress towards a Master s degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) preferred

Certificates or Licenses:

• Desire to earn, or progress towards, a CFA or FRM certification