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Company

GTreasury · 11 hours ago

Solutions Consultant, Financial Instruments (US based, Remote)

Chicago, IL

Full-time

Remote

Mid Level

$75K/yr - $75K/yr

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AccountingBanking

Growth Opportunities

H1B Sponsor Likely

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Responsibilities

Lead discovery sessions with clients on their technical requirements and business processes relating to the management of their financial instrument’s portfolio, including debt instruments, derivatives, and investments

Gather and intimately understand full requirements and document the scope of implementation

Articulate design rationale and functional strategy as it directly relates to accomplishing goal

Act as an SME for financial instruments and risk, and train both clients and internal parties on the module and on market best practice

Participate in building and implementation of the solution

Help support & troubleshoot delivered work throughout implementation

Ensure implementation proceeds on-specification and budget

Ensure client expectations are met / exceeded in terms of product set up and services delivered

Tier 2 support for any escalated client issues related to financial instruments

Provide up-selling opportunities and funnel to appropriate channels

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

TreasuryFinancial InstrumentsProject ManagementFinancial MathRelationship BankingFintechCFACTP

Required

Proven experience in Treasury, Relationship Banking, or Fintech

Proven track record in project management and implementations – either on behalf of clients or as a business user

Thorough understanding of the market environment for financial instruments and the systems that support such activities

Adept with financial math

A good team player with ability to act on own initiative

Strong interpersonal skills and comfortable dealing with senior managers in client based environments

Ability to quickly identify, analyze, and resolve problems / issues

Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast paced environments

Strong written and verbal communication skills

Excellent listening, presentation, and consultative skills.

Proven organizational, leadership, and interpersonal skills and proven success working directly with clients.

Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels

Bachelor’s degree in Business preferred, or equivalent experience

Preferred

Enrollment in CFA, CTP or other professional program a plus

Benefits

Excellent medical, dental and vision insurance options

HSA and FSA options + company HSA contributions

401K matching

100% paid parental leave

15 paid holidays + competitive PTO

100% remote working

Company

GTreasury

Fully integrated cash and risk management solution to streamline processes and take your treasury functions from operational to strategic

Founded in 1986

Buffalo Grove, Illinois, USA

201-500 employees

http://www.gtreasury.com

H1B Sponsorship

GTreasury has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)