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!

The Capital Markets Analyst position will monitor and administer GreatAmerica’s financing arrangements while helping to maintain strong lender relationships. This position will be responsible for securitization and liquidity management recommendations, reporting on GreatAmerica’s securitization facilities to senior management and external constituents, as well as analysis and forecasting of other reporting and/or key trends. Additionally, this position will support the strategic initiatives and projects of the Treasury team.

As a Capital Markets Analyst, You Will

• Prepare monthly reporting for GreatAmerica’s various financing facilities
• Responsible for coordination and execution of warehouse facility, secured borrowing facility, and term ABS fundings and associated interest rate hedging activities, if any
• Responsible for coordination and support of due diligence audits for the various financing facilities and term ABS transactions
• Responsible for monitoring, forecasting, and reporting of securitization contract eligibility and concentration levels
• Support various strategic initiatives of the direction of securitization management
• Continually evaluate departmental processes for improvements
• Assist the Treasury team in various projects and initiatives, as assigned
  
  

To Be Successful In This Role You Will Need

Attributes

• Conducts self in a manner consistent with the principles of GreatAmerica
• Strong business acumen
• Ability to understand the underlying business issues
• Strong sense of urgency and time management
• Must be able to multi-task and have a combination of organizational and analytical skills
• Problem solving attitude, with focus on improving processes with a disciplined approach
• Demonstrated self-starter who is goal oriented and a critical thinker
• 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
  
  

Competencies

• For all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability
• For this position: Analytical skills, Detail Oriented, Problem Solving, Accuracy, Reliability, Strong interpersonal skills and Team player
  
  

Education

• Bachelor’s degree in Finance (or related field).
  
  

Experience

• At least 3 years of Treasury and/or Finance professional experience
  
  

Computer Skills

• Microsoft Office Suite (Excel primarily) experience a must
  
  

Other Requirements

• Bloomberg terminal experience is beneficial
• Please note that the internal title for this position is Treasury Analyst, but it may also be referred to as a Capital Markets Analyst, or similar titles in other organizations. Our aim in advertising different titles is to ensure candidates looking for these opportunities see them in their job search. We always want to ensure candidates have a clear understanding of the role and responsibilities, and as such invite you to review the job advertisement and qualifications closely to determine if this position aligns with your skills and experience, regardless of title.
  
  

Financial Benefits

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:

• 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 www.greatamerica.com/careers.

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.