Markets Analyst Job Description

Markets Analyst Job Description

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Markets analyst provides commercial support and governance of all rate card and customer discount / bonus structures & policies.

Markets Analyst Duties & Responsibilities

To write an effective markets analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included markets analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Collect, collate and summarize private markets information for review by senior team members
Set up and participate in research meetings and calls with high interest candidate managers, and capture findings in database
Perform market research for the purposes of helping identify potential environments for investment purposes
Leads manager meetings (as directed by supervisor)
Assist the senior research analysts in monitoring select managers
Set up and participate in regular and ad hoc calls with managers for the purposes of monitoring activities and current views regarding the markets in which they are invested
Collect and capture manager, fund, company and asset data into proprietary database
Prepare and analyze liquidity, cash usage, counterparty exposure and excess cash reports at a fund and PM level
Update liquidity ranking methodologies and ensure they are being properly applied for investor reporting
Analyze counterparty exposure and determine solutions for possible exposure reductions

Markets Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Markets Analyst

List any licenses or certifications required by the position: CFA, MBA, PMP, CPA, CMA, BA, CMT, HP, CSTE, ISTQB

Education for Markets Analyst

Typically a job would require a certain level of education.

Employers hiring for the markets analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Economics, Accounting, Business, Real Estate, Education, Engineering, Mathematics, Associates, Management

Skills for Markets Analyst

Desired skills for markets analyst include:

Rate structures
Taxes and other energy services
Utilities
Excel
Python
R
Processes and Procedures:
Regulations
Risk Management Policies
Business Objects

Desired experience for markets analyst includes:

At least 3 years of experience in or knowledge of treasury and/or capital markets functions and processes in a large banking or financial services firm
Professional certification such as a CIA, CPA, CTP, BPM, Lean, Six Sigma
Ability to work without direct supervision and engage effectively at a high level
Gathering and documentation of functional requirements for the infrastructure security management tool
Completion of analysis to determine available options, gaps and recommendations
Completion of process and systems mapping

Markets Analyst Examples

1

Markets Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking for a markets analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for markets analyst
  • Forecast balances and funding for operating accounts
  • Manage the monthly managed account rebalance process including the distribution of a rebalance trade file to the execution desk
  • Assist with onboarding new counterparties
  • Assist the Capital Formation group with responding to investor due diligence questionnaires
  • Perform OTC portfolio reconciliation and working with the operations team and counterparties to resolve breaks
  • Is self-motivated, confident, articulate and willing to take on new challenges
  • Analyze daily/monthly fluctuations in P&L (by business line and product)
  • Prepare explanations of significant changes, and investigate any open items
  • Prepare various analyses by treasury & trading products (deposits, derivatives, FX, fixed income, commodities)
  • Analyze and understand all aspects of Capital Markets related products (positions, profitability, Mark to Market)
Qualifications for markets analyst
  • Theoretical and practical knowledge of banking and derivatives
  • Working knowledge of a Bloomberg is a plus
  • Formalized credit training required with at least one year of underwriting experience on companies in excess of $20 million in revenues
  • One to two years of relevant corporate finance, commercial lending, accounting or due diligence experience, preferably in a bank, finance company or accounting firm environment
  • Expert ability to evaluate processes, identify potential problems and recommend solutions
  • Sound professional judgement required
2

Markets Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of markets analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for markets analyst
  • Daily reconciliation of differences between our books and records versus a third party cost basis system that are resulting from corporate action events, trade corrections, asset transfers
  • Maintain and update various reports as necessary (Guarantee Compensation Report, Data Loss Protection (DLP) Alerts )
  • Secondary support of Swaps desk backup for other members of the team
  • Take primary ownership for the credits and act as interface between Sourcing, Execution and Trading & Sales
  • Be compentent and able to produce accurate risk reports
  • Fully understand the implication of the company’s jurisdiction on creditors/stakeholders interests
  • Identifying profitable business opportunities eg
  • Assist Sourcers with educating banks / potential sellers
  • Agree a strategy for approaching clients and salespersons with the Risk Manager
  • Investigate drivers of change for Commercial Banking NII and rate risk metrics
Qualifications for markets analyst
  • Strong Treasury (Rate / Bonds) & Equity derivatives products knowledge
  • Two to three years of experience in the Financial industry (Banking preferred), with knowledge of financial markets, catalog of Capital Markets products and financial statements
  • Knowledge of U.S. GAAP and/or IFRS, standard accounting concepts, practices and procedures
  • Knowledge of Capital Markets products as Interest Rates Swaps, Cross Currency Swaps, Interest Rate Options, Fixed Income Securities, CDS, CMOs, ABS, MBS, FX Products, Structured Products, preferred
  • Sound knowledge of Financial Mathematics including derivatives products such as Interest Rate Derivatives, Foreign Exchange Options and Equity/Commodity derivatives
  • Ability to communicate Markets Risk concepts to a wide variety of staff
3

Markets Analyst Job Description

Job Description Example
Our company is looking to fill the role of markets analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for markets analyst
  • You will develop forecasting models (under different assumptions and scenarios) to support growth initiatives
  • You will translate qualitative information (through surveys and one-on-one interviews) into fact-based results, leading to actionable recommendations
  • You will conduct general market research activities by collecting and analyzing data to better describe our organization, the industries we serve, our customers and business partners
  • You will build a solid understanding of the internal and external data sources available to fuel research projects and support/ refute key hypotheses
  • Under the guidance of more senior team members, you will define and create meaningful business cases to support new products and other growth initiatives based on a fact-based, analytically-driven approach
  • Through your research, you will understand our business capabilities and requirements, the market’s demands, and any gaps that exist
  • You will maintain awareness of current industries trends through industry publications, company press releases, and various forms of primary research
  • Bachelor’s degree with a focus in business, finance, accounting, mathematics, engineering, or one of the hard sciences
  • Candidates with a Master’s degree in one of the above-mentioned disciplines will be given additional consideration
  • 2-5 year’s professional experience in an analytical/ quantitative position depending on educational background
Qualifications for markets analyst
  • Be familiar with Chinese companies and credits
  • Have experience in producing research / credit reports and presenting to traders / management
  • Strong Chinese language skills (speaking and written)
  • 2 to 3 year experience in investment banking, preferably focused on financial institutions
  • Excellent modelling capabilities
  • Reviewing financials, marketing plans and GTM activities for all Emerging Markets including South East Asia, Sub Saharan Africa and India
4

Markets Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of markets analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for markets analyst
  • Acting as the liaison between the various business and technology teams – gathering and organizing requirements, managing enhancements, defect remediation, and creation and maintenance of Global Markets reporting
  • Data mining and development, production and analysis of key risk and business metrics
  • Identifying opportunities for process automation and efficiency across both listed and OTC derivatives with a focus on Foreign Exchange and Interest Rate derivatives
  • Vendor management - including new and on-going due diligence, periodic review of scope of services, change management and implementation
  • Work alongside the Assistant Vice President and consolidation team to ensure Market Portfolio Finance can support the US GAAP financial reporting capabilities for the Intermediate Holding Company (IHC) and support the set up of the IHC in the general ledger
  • Assist with testing the consolidation tool for structured transactions
  • Work with line management to help implement efficiency initiatives
  • Run the off Balance Sheet reporting disclosures for Market Portfolio Finance
  • Prepare hypothetical IHC consolidated financials for the business to support the desk with their forecasting effort
  • Work with the regulatory and financial reporting team to understand and explain significant balance sheet and Profit & Loss movements
Qualifications for markets analyst
  • Our Sales function is involved with undertaking client pitches, writing commentary on daily markets for clients and colleagues, devising business plans, and providing clients with product valuations and sales
  • Experience with database management applications (Oracle, SQL, ) is PREFERRED
  • 1-2 years working experience in relevant areas
  • At least 10 years of experience as a credit analyst in Asia
  • Financial analysis of initiatives and provide recommendations for Monthly Innovation Meetings
  • Managing budgets and forecasts to ensure monthly result delivery is in line with expectations
5

Markets Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of markets analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for markets analyst
  • Monitor incoming feeds to ensure the timely arrival of necessary data-sets
  • Read and understand all versions of data and price validation reports and apply necessary edits/changes/deletions as required
  • Provide quality work in a time sensitive manner using a variety of tools provided
  • Read, interpret and execute various reports generated daily which assist in the maintenance of various current and historical databases
  • Maintain market holiday schedules and time zone changes for all covered markets
  • Maintain written procedures on specific tasks, data types and country/exchange profiles as required
  • Provide clear and concise communication of data disruptions for internal alert database
  • Respond to data and pricing queries in a timely manner
  • Lead and manage quarterly pricing update activities
  • Performs industry research and data analysis to better understand the marketplace, competition, and areas of growth
Qualifications for markets analyst
  • BA or BS Finance, Accounting, Economics or related discipline, CFA, CAIA certification preferred
  • Reviewing pricing and ensure it is in line with strategy
  • Providing financial analysis and business insights to the Emerging Markets commercial teams
  • Analysis of emerging markets value chain to proactively find value-creation opportunities for Snacks business
  • Management of SEA & ADM monthly closing and monthly forecasting processes
  • Finance lead for Commercial Innovation and Product Innovation projects at all stages of Stage gate process, providing recommendations in Monthly Innovation Meetings

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