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Quantitative Financial Analyst

  • Location: San Francisco, 94104
  • Salary: $33.34 - $40.00 / hour
  • Job Type:Contract

Posted 2 months ago

Job Title: Quantitative Financial Analyst 
Contract Opportunity: 6-months
Location: Hybrid Remote & San Francisco Office

Position Summary:
Description and criteria below that you can use to help us search for a Quantitative Financial Analyst with Member Financial Services. Please provide me with resumes & bill-rates that best align with the information provided.  This role the candidate will provide ad hoc financial and quantitative data analysis in support of Member Financial Services, as well as meeting ongoing reporting requirements, involving sales, operational, regulatory and compliance reporting and analysis.

  • Provides timely financial analysis in support of various weekly and monthly reporting requirements.
  • Provides ongoing and ad hoc member data reports and data insights to support trade desk.
  • Plans and conducts market research and analysis to identify sales opportunities to supports sales team through business intelligence analysis of member banks, credit unions, and insurance companies. Delivering insights to the sales team in an efficient manner.
  • Integrate data from various internal and external sources, build key performance indicator (KPI) dashboards, develop and present business intelligence inishgts around member business.
  • Participates in department level projects and initiatives to enhance and improve processes, efficiencies and member engagement.
  • Participates in the evaluation of department spreadsheets, databases, processes, and controls to ensure compliance with EUC policy, annual risk assessment, internal controls, SEC reporting, etc.; identifies, resolves, and implements any necessary remediation of compliance deficiencies.
  • Performs analysis on existing Bank products, and associated accounting, legal, treasury, risk management, regulatory, and operational impacts.

Required Skills:
  • Strong quantitative, analytic, and data skills like SQL.
  • Finance or banking knowledge

Desired Skills:
  • Solid understanding of balance sheet structure, capital structure and financial performance preferred.   
  • Experience with data processing, engineering, transformation, business intelligence and data visualization.
  • Knowledge of fixed-income capital markets and associated pricing and valuation methods.
  • Experience with Bloomberg and S&P Global Market Intelligence strongly preferred.
  • Working knowledge SQL, VBA, R or Python, experience with tools such as PowerBI. 

If this sounds like a fit for you, apply today!

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.