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Market-Linked Investments, Structuring & Origination Sr Specialist

New York, New York

Job Description:

The Structuring, Origination and UHNW Solutions team (“the Team") is cross-asset structured products unit responsible for originating, structuring, positioning and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. Total transacted notional outstanding over $18 billion generating more than US$350+ million in revenues per annum to the firm.

As part of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and fully funded transactions across all the asset classes.

The ideal candidate will have strong cross-asset derivatives skills and at least 4 years of prior experience working in both client coverage and OTC derivatives capacity, with strong focus on fixed-income preferably.

The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills. This person will be responsible for all aspects of the origination and marketing of the previously mentioned products; including preparing term sheets, ideas/marketing materials and presentations; pricing derivatives and executing transactions.

The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.

Key Responsibilities

  • Facilitate the origination, marketing, pricing, positioning and execution of OTC products and/or Market-Linked Investments.
  • Interact with specialists, financial advisors, trading and structurers on a daily basis to relay market color, research, and trading related information
  • Identify research-driven trading ideas and market opportunities to drive business
  • Liaise and interact with traders to facilitate transactions and provide competitive pricing for clients
  • Conduct marketing presentations in front of large audiences
  • Assist in the on-boarding process of clients
  • Liaise with senior management and members of legal, compliance, trading and research
  • Proactively develop and maintain relationships with financial advisors and client

Candidate Qualifications

  • At least 4 to 6 years of relevant work and analytical experience in the areas described above
  • Multi-tasking and ability to work under pressure
  • Strong marketing and presentation skills
  • Ability to work as a team player in a dynamic, fast-paced and collaborative work environment
  • FINRA registered representative with Series 7 required
  • Strongly preferably Series 66 (or equivalent) and 79, or willingness to take the tests as needed
  • BA/BS, preferably in Finance, Business Administration or related program
  • MS, MBA and/or CFA are desirable but not necessary
  • Excellent Bloomberg and  MS Office skills
  • Very strong quantitative, analytical and communication skills.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Mon-Fri

Referral Bonus Amount:

0

Job Description:

The Structuring, Origination and UHNW Solutions team (“the Team") is cross-asset structured products unit responsible for originating, structuring, positioning and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. Total transacted notional outstanding over $18 billion generating more than US$350+ million in revenues per annum to the firm.

As part of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and fully funded transactions across all the asset classes.

The ideal candidate will have strong cross-asset derivatives skills and at least 4 years of prior experience working in both client coverage and OTC derivatives capacity, with strong focus on fixed-income preferably.

The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills. This person will be responsible for all aspects of the origination and marketing of the previously mentioned products; including preparing term sheets, ideas/marketing materials and presentations; pricing derivatives and executing transactions.

The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.

Key Responsibilities

  • Facilitate the origination, marketing, pricing, positioning and execution of OTC products and/or Market-Linked Investments.
  • Interact with specialists, financial advisors, trading and structurers on a daily basis to relay market color, research, and trading related information
  • Identify research-driven trading ideas and market opportunities to drive business
  • Liaise and interact with traders to facilitate transactions and provide competitive pricing for clients
  • Conduct marketing presentations in front of large audiences
  • Assist in the on-boarding process of clients
  • Liaise with senior management and members of legal, compliance, trading and research
  • Proactively develop and maintain relationships with financial advisors and client

Candidate Qualifications

  • At least 4 to 6 years of relevant work and analytical experience in the areas described above
  • Multi-tasking and ability to work under pressure
  • Strong marketing and presentation skills
  • Ability to work as a team player in a dynamic, fast-paced and collaborative work environment
  • FINRA registered representative with Series 7 required
  • Strongly preferably Series 66 (or equivalent) and 79, or willingness to take the tests as needed
  • BA/BS, preferably in Finance, Business Administration or related program
  • MS, MBA and/or CFA are desirable but not necessary
  • Excellent Bloomberg and  MS Office skills
  • Very strong quantitative, analytical and communication skills.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21057691

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Wayne Duncan

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036