Develop research-driven strategic and tactical trading ideas; provide advice on portfolio hedging and positioning based on client’s objectives and risk tolerance
Engage in the structuring, origination, positioning and execution of OTC derivatives and/or Structured Notes/Market-Linked Investments.
Facilitate the structuring, origination, positioning and execution of Structured Notes or Market-Linked Investments (Domestic and International)
Develop and maintain strong relationships with Global Markets trading/structuring partners, third party issuers and hedge providers
Partner to help drive modernization work of our MLI platform, helping to transform our origination process and FA experience
Partner with internal sales specialists to optimize the adoption and distribution of products
Interact with trading, internal sales and financial advisors 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
Manage secondary market of market-linked structures
Liaise with key partners including members of legal, compliance, trading and research
Proactively develop and maintain relationships with financial advisors
Skills:
Analytical Thinking
Financial Forecasting and Modeling
Presentation Skills
Relationship Building
Risk Management
Causation Analysis
Client Management
Market Analysis
Monitoring, Surveillance, and Testing
Product Marketing and Branding
Business Analytics
Data Visualization
Networking
Product Management
Qualifications:
2-5+ years of prior experience working in a structured products/OTC derivatives capacity.
Experience with equity derivatives
Strong quantitative, analytical and communication skills.
Providing all aspects of the origination and structuring including preparing term sheets/prospectuses, marketing materials and presentations; pricing equity derivatives, executing transactions and coordinating the booking of transactions with relevant support departments.
Organized, motivated and should have a general knowledge of global economies and financial markets.
Will require FINRA registration with SIE, Series 7, 63/66 and 79 within 120 days of hire