Product Specialist II UHNW, Market Linked Investments
- Employer
- Bank of America Merrill Lynch
- Location
- New York, USA
- Salary
- Competitive
- Closing date
- Sep 27, 2021
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Job Description:
Description
The Structuring, Origination & 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 $20 billion generating more than US$300+ 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 FX and fixed-income background as well as general cross-asset derivatives skills and at least 2 years of prior experience working in client coverage and/or product capacity.
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 execution, origination and marketing of the previously mentioned products; including executing FX flow transactions, preparing term sheets, pricing FICC derivatives, preparing ideas/marketing materials and presentations.
The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.
Key Responsibilities
* Executing FX flow transactions
* Facilitate the origination, marketing, pricing, positioning and execution of OTC products, with focus on FX, fixed-income and commodities
* Interact with sales specialists, financial advisors, trading and structures 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 clients
Candidate Qualifications
* At least 4 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), or willingness to take the tests as needed
* Master's degree and/or CFA are desirable but not necessary
* Excellent Bloomberg and MS Office skills
* Very strong quantitative, analytical and communication skills.
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
Description
The Structuring, Origination & 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 $20 billion generating more than US$300+ 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 FX and fixed-income background as well as general cross-asset derivatives skills and at least 2 years of prior experience working in client coverage and/or product capacity.
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 execution, origination and marketing of the previously mentioned products; including executing FX flow transactions, preparing term sheets, pricing FICC derivatives, preparing ideas/marketing materials and presentations.
The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.
Key Responsibilities
* Executing FX flow transactions
* Facilitate the origination, marketing, pricing, positioning and execution of OTC products, with focus on FX, fixed-income and commodities
* Interact with sales specialists, financial advisors, trading and structures 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 clients
Candidate Qualifications
* At least 4 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), or willingness to take the tests as needed
* Master's degree and/or CFA are desirable but not necessary
* Excellent Bloomberg and MS Office skills
* Very strong quantitative, analytical and communication skills.
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
Description
The Structuring, Origination & 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 $20 billion generating more than US$300+ 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 FX and fixed-income background as well as general cross-asset derivatives skills and at least 2 years of prior experience working in client coverage and/or product capacity.
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 execution, origination and marketing of the previously mentioned products; including executing FX flow transactions, preparing term sheets, pricing FICC derivatives, preparing ideas/marketing materials and presentations.
The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.
Key Responsibilities
* Executing FX flow transactions
* Facilitate the origination, marketing, pricing, positioning and execution of OTC products, with focus on FX, fixed-income and commodities
* Interact with sales specialists, financial advisors, trading and structures 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 clients
Candidate Qualifications
* At least 4 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), or willingness to take the tests as needed
* Master's degree 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
Description
The Structuring, Origination & 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 $20 billion generating more than US$300+ 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 FX and fixed-income background as well as general cross-asset derivatives skills and at least 2 years of prior experience working in client coverage and/or product capacity.
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 execution, origination and marketing of the previously mentioned products; including executing FX flow transactions, preparing term sheets, pricing FICC derivatives, preparing ideas/marketing materials and presentations.
The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.
Key Responsibilities
* Executing FX flow transactions
* Facilitate the origination, marketing, pricing, positioning and execution of OTC products, with focus on FX, fixed-income and commodities
* Interact with sales specialists, financial advisors, trading and structures 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 clients
Candidate Qualifications
* At least 4 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), or willingness to take the tests as needed
* Master's degree and/or CFA are desirable but not necessary
* Excellent Bloomberg and MS Office skills
* Very strong quantitative, analytical and communication skills.
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
Description
The Structuring, Origination & 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 $20 billion generating more than US$300+ 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 FX and fixed-income background as well as general cross-asset derivatives skills and at least 2 years of prior experience working in client coverage and/or product capacity.
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 execution, origination and marketing of the previously mentioned products; including executing FX flow transactions, preparing term sheets, pricing FICC derivatives, preparing ideas/marketing materials and presentations.
The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.
Key Responsibilities
* Executing FX flow transactions
* Facilitate the origination, marketing, pricing, positioning and execution of OTC products, with focus on FX, fixed-income and commodities
* Interact with sales specialists, financial advisors, trading and structures 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 clients
Candidate Qualifications
* At least 4 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), or willingness to take the tests as needed
* Master's degree and/or CFA are desirable but not necessary
* Excellent Bloomberg and MS Office skills
* Very strong quantitative, analytical and communication skills.
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
Description
The Structuring, Origination & 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 $20 billion generating more than US$300+ 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 FX and fixed-income background as well as general cross-asset derivatives skills and at least 2 years of prior experience working in client coverage and/or product capacity.
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 execution, origination and marketing of the previously mentioned products; including executing FX flow transactions, preparing term sheets, pricing FICC derivatives, preparing ideas/marketing materials and presentations.
The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets.
Key Responsibilities
* Executing FX flow transactions
* Facilitate the origination, marketing, pricing, positioning and execution of OTC products, with focus on FX, fixed-income and commodities
* Interact with sales specialists, financial advisors, trading and structures 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 clients
Candidate Qualifications
* At least 4 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), or willingness to take the tests as needed
* Master's degree 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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