Sales & Strategy Analyst

About the role

The role involves using data and analytical tools to find insights in large data sets, helping to turn those insights into reports and recommendations, and assisting in creating presentations and pitch books for both internal and external stakeholders.

Responsibilities

• Review and analyze financial statements and financial market trends and report on findings to internal and external stakeholders.
• Design, maintain, and improve financial models and reports.
• Leverage analytical tools to find insights in large data sets and create reports for the sales, strategy, and operations functions of the Bank, making improvements and changes as needed.
• Research and write economic and market commentary for both internal and external use.
• Research industry trends across housing, banking, economics, and financial markets, and consolidate them into presentations and external-facing educational materials.
• Analyze and help interpret mortgage market, fixed income market, and other financial market data, and help model and analyze the balance sheets of banks, credit unions, and insurance companies.
• Support sales through strategic targeting based on historical usage and balance sheet trends, and help prepare sales materials and pitch books as needed.
• Develop models that help identify prospective users of Bank products across product lines, including Advances, Mortgage Partnership Finance, Letters of Credit, and Community Advances.
• Gather and organize data systematically to support decision making, product design, metric reporting, and training.
• Work in a cross-functional team environment with opportunities to network across departments and contribute to a range of projects.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, Accounting, or a related field.
• 1 to 3 years of work experience, with experience in the financial services industry preferred.

Qualifications

• Fluency in the Microsoft Suite, particularly Excel and PowerPoint.
• Experience with Python, SQL, S&P Capital IQ, and Tableau is a plus, along with an interest in developing these skills on the job.
• A willingness to learn and use generative AI tools, prompt engineering, and agent creation to accelerate research, analysis, and content creation.
• A curiosity to help shape how the team applies AI in daily workflows is valued.
• Comfort working with, and an eagerness to build fluency in, large data sets and financial and fixed income modeling tools.
• A high degree of professionalism with outstanding written, verbal, and listening communication skills.
• Ability to self-start and self-motivate, taking an active role to drive results by collaborating with peers, leaders, customers, and teams.
• A desire for continuous learning and an inclination to understand big-picture elements beyond the immediate role.
• A proven ability to develop, analyze, and effectively interpret data, and the critical thinking to define problems, establish facts, and draw valid conclusions.
• A curiosity to learn fixed income capital markets, mortgage markets, financial institution funding dynamics, and wholesale funding markets.
• Ability to prioritize work, meet deadlines, and concentrate on details in a fast-paced environment.
• An organized and highly detail-oriented approach.
• An openness to solicit, accept, and apply ongoing performance feedback.

Benefits

• Comprehensive benefits package including a retirement program with a 401(k) and pension plan.
• Paid holidays (11 per year).
• PTO plan providing five weeks of vacation for new employees.
• Lifestyle Spending Account for wellbeing activities.
• Central downtown location with easy access to public transportation and views from the rooftop.

Pay

$75,325.00 - $125,500.00

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors. In addition to the base salary, we offer a comprehensive benefits package which can be found here: https://hrportal.ehr.com/fhlbc.