Prime Finance Job Description
Prime finance
provides a point of entry for Prime Finance clients for operational concerns respective to trade exceptions & their causes.
Prime Finance Duties & Responsibilities
To write an effective prime finance job description, begin by listing detailed duties, responsibilities and expectations. We have included prime finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Support and grow all aspects of the US Distribution team
Have a strong profession presence with the ability to communicate a technical platform which matches the business priority
Supporting ad-hoc/project-based analysis on WW Prime member spend
Controllership of the businesses and be able to support the business team (providing detailed or high level view according to the specific need) tapping into or consolidating the multiple P&Ls the Manager will be responsible for
Long and short term financial planning
Client advocate, build an understanding of the client’s organisational structure, needs and strategy
Checks all paperwork for correct title, lien information, taxes, , before forwarding to accounting
Sets up and maintains a program which will ensure 100 percent turnover to the F&I department
Manages the alternative finance source program to ensure that several sources are available
Seeks insurance companies for insurance paper
Prime Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Prime Finance
List any licenses or certifications required by the position: ITIL
Education for Prime Finance
Typically a job would require a certain level of education.
Employers hiring for the prime finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, Engineering, Computer Science, Mathematics, Education, Math, MBA
Skills for Prime Finance
Desired skills for prime finance include:
Global markets and settlement practices
Cash Processing and Trade lifecycles
Hedge Fund Services
Mutual Funds
Prime Broker
Ability to effect change to deliver client-specific requirements
Back Office settlement processing
Excel
Financial products
Trade validation workflow and impact to clients & downstream controls
Desired experience for prime finance includes:
6-10 years work experience, PB background and knowledge strongly preferred
Experience in global banking with Prime or Delta One background is preferred
Prior experience to ad hoc projects and a proven ability to identify and implement process improvements, would be a huge plus
Complete cost / benefit analyses and communicate key drivers / inputs to support critical business decisions
Partner with business teams to evaluate program benefits, pricing and options
Work cross-functionally to understand program costs and drive efficiency while enhancing customer experience
Prime Finance Examples
1
Prime Finance Job Description
Job Description Example
Our company is searching for experienced candidates for the position of prime finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for prime finance
- Own and execute new technology evaluation and modeling for our worldwide business
- Lead the standardization and improvement of financial & business metric reporting
- Working with accounting to develop accounting policy
- Track and manage operating expenses, headcount, corporate goals and capital expenditures
- Supporting ad-hoc/project-based analysis on WW Prime Student member balances
- Act as a trusted advisor to the Business Heads
- Working with the Sales and Trading within the Prime Finance business
- Perform root cause analysis for their respective clients to increase STP and reduce client inquiries by encouraging clients to “self serve”
- Controllership of the businesses and be able to support the business team (providing detailed or high level view according to the specific need) tapping into or consolidating the multiple P&Ls the Sr
- Ability to price and trade Index/single stock/custom/financing/SBL transactions
Qualifications for prime finance
- The team is responsible for ensuring all Firm and client demand is covered, providing financing solutions guided by the firm�s liquidity framework, across asset class, using instruments such as Repo, Stock loan TRS
- Communicate financial and business results including variance analyses to senior business leaders
- Create, improve, and maintain financial models to forecast and report on the Prime program
- Strong attention to detail and ability to deal with ambiguity
- German, French, Italian, or Spanish fluency a bonus but is absolutely not required
- Undaunted by technology and technical concepts
2
Prime Finance Job Description
Job Description Example
Our growing company is looking for a prime finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for prime finance
- Fluent in derivatives pricing and risk management methodologies
- Develop and maintain client, financing and securities lending relationships
- Working with global desks and IT to develop our infrastructure platform
- Understand client balances and strategies
- Undertake client reviews, profitability analysis
- Interfacing with business and finance customers to gather and present thoughtful analysis and recommendations
- Coordinating with several teams in order to create and evaluate annual financial plans and ongoing forecasting activities
- Partnering with the business to set goals and drive the initiatives that will achieve them
- Develop and implement risk models to quantify the impact of Prime Brokerage on the firm
- Monitor and analyze liquidity, funding, and risk metrics related to Prime Brokerage activity
Qualifications for prime finance
- MBA/MS preferred, CPA/CFA a plus
- Working knowledge of MySQL, Hyperion Essbase, Oracle, and/or Cognos
- Experience in Macro writing and/or VBA coding
- 3+ years of Investment banking industry experience, specializing in front-office prime services
- People management (preferrable but not a pre-requisite)
- Bachelor or Master degree in finance, business, computer science, mathematics, statistics or related field
3
Prime Finance Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of prime finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for prime finance
- Interpret and respond to regulations that impact Prime Brokerage
- Analyze new business initiatives and products related to the Prime Brokerage business
- Perform daily P&L, P&L attribution, P&L commentary, Investigate Flash vs
- Ensure consistent interpretation and application of prime contract clauses and requirements
- Develop effective and collaborative working relationships with GHSC-PSM and GHSCO-Country Program staff and continually promotes outstanding client service
- Support management of client communication and approvals process
- Provide guidance to GHSC-PSM HQ, Country Teams and field office staff on prime contract requirements and the approval process
- Ensure compliance with contract requirements, including general risk management and mitigation
- Coordinate compliance with insurance requirements
- Work closely with GHSC-PSM Risk Management and GHSCO Regional and Core Compliance teams to ensure coordination, compliance, and process improvement
Qualifications for prime finance
- Prior FP&A experience preferred
- Must be comfortable communicating in a cross functional environment and across all levels of management
- Demonstrated ability to build financial models for business forecasting, variance analysis, and problem solving
- Bachelor's degree in Business, Economics, or a related field
- 5+ years of relevant experience in a senior financial analyst role
- Lead the development of numerous Finance and Business aligned initiatives
4
Prime Finance Job Description
Job Description Example
Our company is searching for experienced candidates for the position of prime finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for prime finance
- Work with GHSC-PSM IDIQ PMU and GHSC-PSM technical teams to ensure proactive client management
- Collaborate with GHSCO Compliance and the Risk Management Division to identify and mitigate corporate risk
- Lead GHSC-PSM HQ, Country Teams, and SCS staff capacity building on all prime contract requirements and management best practices
- Liaise with GHSC-PSM Risk Management and SCS Compliance teams to clarify questions with USAID and ensure information flow and coordination among PSM and SCS teams on prime contract and compliance issues
- Coordinate with Country Programs leadership and Risk Management to document high-level project implementation practices and trends to ensure consistent application
- Oversee tracking of deliverables and reporting requirements and serve as the primary liaison with GHSC-PSM Operations and Risk Management teams
- Maintain situational awareness of all GHSC-PSM approvals including trends, client preferences, and quality control
- Coordinate with Finance teams on level of effort (LOE) and spending tracking
- Oversee backstopping support to GHSC-PSM Program Operations team, or another designated team, as assigned
- Provide surge capacity support to GHSC-PSM Country Teams, as appropriate
Qualifications for prime finance
- Current associates with a minimum of 3+ years of work experience required – combination of line management and project experience preferred
- Demonstrated ability to consistently deliver work of a high standard, to tight timelines
- Self-starter able to prioritize key tasks effectively with limited supervision
- Good judgment, maturity and poise to interact with senior management
- Understanding of banking finance, operations, and technology is valued but not required
- Lead the development of numerous Finance initiatives including
5
Prime Finance Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of prime finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for prime finance
- Supervise PMU staff
- Assume the role of acting GHSC-PSM IDIQ PMU Managing Director as necessary
- Perform additional duties and responsibilities as required by the supervisor
- Defines “DHL India Prime Road” financial strategy and provides key input on the definition of the business strategy considering vertical and horizontal guidelines and objectives
- Directs all controlling and accounting activities for “DHL India Prime Road” to ensure that financial transactions, policies, and procedures meet the organization's short and long-term business objectives and are conducted in accordance with regulations and standards
- Defines financial goals for “DHL India Prime Road”, monitors their implementation and ensures that a red flag system is in place to report problems in a timely manner
- Develops and approves long term financial planning for “DHL India Prime Road”
- Approves all investments within “DHL India Prime Road” within delegated authority limits
- Ensures accurate, transparent, relevant and timely management reporting to division and executive board, including financial (CREST) and operational data
- Approves the monthly IFRS financial statement and ensures fulfillment of any IFRS / statutory / legal requirements
Qualifications for prime finance
- Define, design and implement parts of the core trading application that meets both our business and architectural requirements
- Take ownership of projects from requirements through to production support
- Collaborate with developers in other teams and locations to ensure seamless integration of services across the system
- Enforce discipline across the software development lifecycle including test driven development
- In-depth knowledge of Oracle and NoSQL databases
- Able to communicate equally effectively with front office, middle office, and developers