GCM - Broker Dealer Senior Financial Analyst

U.S. Bancorp
Missouri, Minneapolis, Charlotte, California
Workplace: HybridFull timeUSD 111,605 - 131,300 annuallyFunction: Finance & AccountingEducation: bachelorsSkills: ["Analytical skills","Intellectual curiosity","Challenging assumptions","Clear communication"]

Serve as a key partner on the GCM Finance team for the Institutional Broker Dealer, driving legal-entity forecasting across income statement, balance sheet, cash flows, and regulatory capital metrics. Build driver-based models that translate trading, repo, and underwriting activity into net capital, liquidity, and funding needs. Provide forward-looking performance, risk, and growth capacity insights to senior stakeholders, partnering with Treasury and Risk while improving dashboards and automating forecasting.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

GCM - Broker Dealer Senior Financial Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as a key partner on the GCM Finance team for the Institutional Broker Dealer, driving legal-entity forecasting across income statement, balance sheet, cash flows, and regulatory capital metrics. Build driver-based models that translate trading, repo, and underwriting activity into net capital, liquidity, and funding needs. Provide forward-looking performance, risk, and growth capacity insights to senior stakeholders, partnering with Treasury and Risk while improving dashboards and automating forecasting.
Location: Missouri, Minneapolis, Charlotte, California
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Lead legal entity level forecasting for the Institutional Broker Dealer across income statement, balance sheet, cash flows, and key regulatory capital metrics.
  • •Build and maintain driver-based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact.
  • •Identify and explain key drivers of net capital, balance sheet consumption, and growth capacity.
  • •Provide forward-looking insights on performance trends, risks, and capital constraints to senior stakeholders.
  • •Partner with Treasury and Risk to assess funding, liquidity, and capital implications; enhance forecast reporting/dashboards and drive automation.

Pay and Benefits

Salary: USD 111,605 - 131,300 annually
Perks:Health InsuranceDentalVisionLife Insurance401kParental LeavePaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Typically six or more years of related experience.
  • •Strong understanding of P&L management and balance sheet dynamics within a broker dealer.
  • •Experience partnering with capital markets businesses (trading, repo, underwriting).
  • •Ability to translate business activity into capital and balance sheet implications.
Experience:Capital marketsBroker dealerTradingRepoUnderwriting
Education:Bachelor's
Skills:Analytical skillsIntellectual curiosityChallenging assumptionsClear communication
Tech Stack:ExcelPowerPointHyperionWorkdayPower BITableauSQL

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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Glassdoor: 3.8
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