FST Analyst

HilltopSecurities is looking to hire a FST Analyst. The qualified FST Analyst will join a rapidly growing strategies team by supporting fixed-income analytics and reporting. This on-site role requires meticulous attention to detail, strong financial acumen, and critical thinking to automate workflows, validate data, and deliver professional client materials. The ideal candidate thrives in a fast‑paced, detail‑driven environment, takes ownership of deliverables, and is comfortable supporting senior strategists and external clients with minimal hand‑holding.

• Bachelor’s in Finance, Accounting, Economics, Math/Stats, Data Science, or related field.
• Licensing: SIE + Series 7 + Series 63 (or obtained within firm-mandated timeline).
• Asset/Liability Management and/or Investment Accounting knowledge a plus.
• Knowledge of fixed-income securities and analytics (yield curve, spread, duration/convexity), balance sheets and income statements.
• Strong communication skills and ability to work in a team environment with client-facing etiquette & reliable follow-through.
• Strong Excel skills required, including advanced formulas, data validation, and professional formatting for client deliverables.
Experience with programming language such as Python, R, VBA, .NET, and/or experience with databases (SQL) a plus.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

• Prepare and quality-check daily/weekly portfolio, performance, and exposure reports; log, track, and resolve discrepancies with documented root-cause notes.
• Processing of Profit/Risk Manager (ALM and Forecasting) and Portfolio Manager (accounting) models for assigned financial institutions, ensuring accurate execution, quality control, and timely delivery of analytics.
• Support new client onboarding, including data intake, system setup, and walkthroughs of Balance Sheet Strategy.
• Provide client‑facing support, troubleshooting issues, offering technical guidance, and delivering ongoing assistance.
• Perform balance sheet and investment portfolio analysis to inform strategy (funding mix, duration positioning, liquidity impacts), and proactively surface insights and risks to internal and external clients.
• Engage professionally with internal teams and clients: join meetings, capture action items, and follow through on deliverables.
• Create client-ready slides and memos that present complex topics clearly and professionally; proofread for accuracy, consistency, and target objectives.
• Collaborate with Financial Strategy Team (FST) Analysts through knowledge‑sharing, training support, recurring team activities, and timely handling of ad‑hoc requests.
• Contribute to SOPs (standard operating procedures), data dictionaries, and documentation that support scale, onboarding, and handoffs; standardize templates to support team alignment for reports and offer sheets.
• Build and maintain scripts (Python, R, .NET, VBA) and SQL queries to streamline data ingestion, validation, and transformation; debug issues independently and implement basic unit checks for reliability and accuracy.
• Monitor key economic indicators and policy developments; summarize implications for fixed-income portfolios and upcoming client discussions.
• Support recurring team activities: distribute inventory to sales; field ad-hoc requests promptly with documented follow-ups; assist with offer sheet updates, assist in trade and presentation development for senior strategists.