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Structuring & Origination Market Linked Investments Product Specialist

New York, New York

Job Description:

As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). Through a highly effective Investment Process, they provide investment solutions across all product platforms and asset classes - equity, fixed income and alternative investments including structured products and specialty assets - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach.

Job Description:

The Market-Linked Investments Structuring & Origination 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 (“UHNW”) 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.  As part of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; 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/or Structured Notes/Market-Linked Investments.

The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills. This person will be responsible for providing all aspects of the origination and structuring including preparing term sheets, ideas/marketing materials and presentations; pricing equity derivatives, executing transactions and coordinating the booking of transactions with relevant support departments.

Job Requirements:

  • At least 10 years of directly relevant work and analytical experience in the areas described above
  • Ability to identify, prioritize and execute timely business priorities
  • Ability to educate junior members of the origination team
  • Multi-tasking and ability to work under pressure
  • Strong presentation skills
  • Ability to work as a team player in a dynamic, fast-paced and collaborative work environment
  • Bachelors degree required.  Strongly prefer Masters degree in related field or CFA
  • Must  currently have the  SIE, 7 and 63  licenses at time of application.  Must be willing to receive series 24 and 79 licenses within required compliance guidelines after hire. Strongly prefer 66 license.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 20% of the time

New York pay and benefits information

New York pay range:

$152,000 - $184,900 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

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