UHNW Market Linked Investments Origination Specialist

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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.

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.
• 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 cross-asset derivatives, executing transactions and coordinating the booking of transactions with relevant support departments. 
• Candidates will play meaningful role in core strategic priorities and technology development to support the emerging platform needs.

Qualifications:

• 8+ years of relative financial industry experience
• 5+ years of strong equity derivatives skills
• Prior experience working in a structured products/OTC derivatives capacity
• familiar with wealth management business and our broader enterprise and mindful of risk in our operating environment is preferred
• Strong quantitative, analytical and communication skills
• SIE, Series 7, 79 & 66 preferred at time of hire or must be able to obtain within 120 days of start date.

Skills:

• Analytical Thinking
• Customer and Client Focus
• Financial Management
• Presentation Skills
• Risk Management
• Business Development
• Client Management
• Client Solutions Advisory
• Market Analysis
• Negotiation
• Causation Analysis
• Financial Forecasting and Modeling
• Product Management
• Relationship Building
• Result Orientation

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week: 

40