Financial Analyst

Reposted 21 Days Ago
Chicago, IL, USA
In-Office
Entry level
Information Technology • Software
The Role
The Financial Analyst serves as a Client Service Representative for margin movements and client inquiries in Futures & Options and OTC clearing, focusing on asset transfers, reconciliations, and issue resolution.
Summary Generated by Built In
Company Description

About Collabera:

Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace. 

With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including.

  • Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here)
  • Collabera listed in GS 100 - recognized for excellence and maturity
  • Collabera named among the Top 500 Diversity Owned Businesses
  • Collabera listed in GS 100 & ranked among top 10 service providers
  • Collabera was ranked:
  • 32 in the Top 100 Large Businesses in the U.S
  • 18 in Top 500 Diversity Owned Businesses in the U.S 
  • 3 in the Top 100 Diversity Owned Businesses in New Jersey
  • 3 in the Top 100 Privately-held Businesses in New Jersey
  • 66th on FinTech 100
  • 35th among top private companies in New Jersey

http://www.collabera.com/about_us/accolades.jsp

Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.

Job Description

Position Details: 

Industry Banking

Location 540 W MADISON ST, CHICAGO, IL - 60661

Job Title: Financial Analyst (Level I)

Duration: 5-6 Months 

Shift Timings: Monday to Friday 9:00 AM to 6:00 PM

Job Description: 

Client Service Representative for Futures & Options and OTC Clearing

Grade; Sr. Ops Analyst 

Location; Central Chicago 

Reporting to; F&O and OTC Clearing Client Service Margin Manager 

Brief description of the role 

As a Client Service Representative (CSR) you will be the main point of contact for customers’ margin movements dealing in Futures & Options and OTC clearing. The primary functions of this role are to agree and settle client margin calls, process client cash and security movements, process account re-evaluations, investigate and follow up on failed margin movements, handle interest and all other margin related inquiries. This role will be supporting top tier clients, including Canadian French speaking clients, which will require outstanding customer service to enhance the overall relationships.

Functions: 

• Margin Call Management 

• Asset Transfer Initiation (cash and securities) 

• Cash reconciliations 

• Research of historical issues connected to client margin, collateral, interest processes

• Aged Margin call escalation 

• Ongoing review and maintenance of procedures 

• Coordination with internal teams to resolve client questions 

Qualifications: 

• College Degree 

• Excellent written and verbal English communication skills 

• The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets

• The candidate must be able to work in a fast paced environment and be an effective multi-tasker

• This role requires that the candidate be detailed oriented and have the ability to manage their time effectively to meet client needs within appropriate time frames

• The role will require the candidate to take and pass their Series 3 Exam within 3 months of hire date

• The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes

• The candidate should be able to evaluate the risk elements of a regulated industry and ensure tasks are carried out in a controlled fashion

• Candidate should have experience with GMI, as well as other systems associated with cleared Futures and Derivatives

• Role requires candidate to be proficient in MS Excel, Word and PowerPoint

• Knowledge of industry rules and regulations, as well as common street wide business practices is a plus

• Experience working in a global environment with outsourced partners would also be considered as a benefit

Additional Information

To know more about this opportunity, please contact:

Vishal Patel
973-413-6570

vishal.npatel(at)collabera.com

Skills Required

  • College Degree
  • Excellent written and verbal English communication skills
  • Experience with client execution and clearing for futures and derivatives
  • Ability to work in a fast-paced environment
  • Detail-oriented and effective time management skills
  • Ability to take and pass Series 3 Exam within 3 months
  • Familiarity with GMI and systems associated with cleared Futures and Derivatives
  • Proficiency in MS Excel, Word and PowerPoint
  • Knowledge of industry rules and regulations
  • Experience working in a global environment with outsourced partners

Collabera Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Collabera and has not been reviewed or approved by Collabera.

  • Fair & Transparent Compensation Pay is considered acceptable to strong on select technical contracts and in certain geographies, with some assignments described as substantially above typical consultant rates. Outcomes appear closely aligned to client budgets and market conditions, delivering solid value in higher‑demand niches.
  • Career-Linked Recognition & Rewards Compensation tends to track niche skills and client demand, leading to more favorable pay for specialized technical roles and markets. This structure helps some cohorts perceive their pay as market‑competitive.
  • Wellbeing & Lifestyle Benefits Offerings include access to mental‑health therapy sessions and gym membership or reimbursement. These additions complement core coverage in some roles.

Collabera Insights

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The Company
HQ: Basking Ridge, New Jersey
6,138 Employees
Year Founded: 1996

What We Do

In our relentless pursuit of greatness, we are dedicated to developing individuals, creating exceptional teams, and cultivating a unique culture of unity and care. As providers of digital talent solutions, we aim to positively impact businesses and communities globally. We would be honored to be your trusted and uncommon partner on this journey.

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