Senior Product Specialist - Market Linked Investments

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.

Total transacted notional outstanding over $11 billion generating more than US$250+ million in revenues per annum to the firm.

Responsibilities :

Facilitate the structuring, origination, positioning and execution of Structured Notes or Market-Linked Investments (Domestic and International) and OTC products including pricing of cross asset derivatives.

• 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 advisor
• 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.

Required Qualifications :

• At least 7 years of relevant work and analytical experience in the areas described above
• Ability to identify, prioritize and execute timely business tasks
• 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 SIE, 7, required at time of hire.
• Excellent Bloomberg and MS Office skills
• Strong quantitative, analytical and communication skills.
• Candidate will be required to complete the NFA’s Swaps Proficiency

Desired Qualifications :

Advanced degree, MS, MBA and / or CFA preferred

FINRA licenses 63 / 66 and 79 (or ability to receive within 120 days from hire date)

Skills :

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Monitoring, Surveillance, and Testing
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Product Marketing and Branding
• Relationship Building
• Negotiation
• Networking
• Presentation Skills
• Product Management

Minimum Education Requirement : Bachelors degree required

Shift :

1st shift (United States of America)

Hours Per Week :