Market-Linked Investments, Structuring & Origination Sr Specialist
- Employer
- Bank of America Merrill Lynch
- Location
- New York, USA
- Salary
- Competitive
- Closing date
- Sep 23, 2021
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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
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
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
Shift:
1st shift (United States of America)
Hours Per Week:
40
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
- 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
- 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
- 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
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