The right talent can transform your business—and we make that happen. At Collabera, we go beyond staffing to deliver strategic workforce solutions that drive growth, innovation, and agility. With deep industry expertise, a global talent network, and a people-first approach, we connect you with professionals who don’t just fit the role but elevate your business. Partner with us and build a workforce that powers success.
Portfolio Analyst
Contract: Chicago, Illinois, US
Salary Range: 40.00 - 45.00 | Per Hour
Job Code: 362907
End Date: 2025-07-12
Days Left: 25 days, 23 hours left
Position details:
Title: Analyst
Client: Bank
Location: Chicago, IL (Hybrid)
Duration: 06 Month
Pay range: ($40 - $45/HR)
Responsibilities:
- Coordinate client requests for additional access to the Mercury portal
- Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases
- Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.
- Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)
- Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports
- Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forward
- Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes
- Maintain client profiles, procedures and up to date contact information
Requirements:
- The role will demand that the candidate is a strong communicator and leader, as the function demands frequent interaction with business partners as well as clients
- The candidate must be able to work in a fast-paced environment and be an effective multi-tasker
- The candidate should be able to act without immediate supervision and can take ownership of tasks/processes
- The candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion
- Candidate should be proficient in Excel, Word and PowerPoint
- The candidate must be well versed in client execution and clearing, for both future and derivatives products on global markets
- Knowledge of industry rules and regulations, as well as common street wide business practices, is required?
Job Requirement
- Hedge Fund
- OTC Derivative
- Capital Market
Reach Out to a Recruiter
- Recruiter
- Phone
- Vivek Singh
- vivek.ksingh@collabera.com
Apply Now
Apply Now
