Institutional Specialist, Vice President
Core
Lead analysts to provide daily investment advisory and solutions to Financial Intermediary (FIM) partners, articulating market views and identifying commercial opportunities.
Role type
Senior IC Institutional Specialist (Vice President)
Builds
Capital markets products, fund solutions, and strategic investment solutions for FIMs
Domain
Banking, Capital Markets, Financial Intermediaries
Required skills
Capital markets expertise, deep knowledge of a single asset class (equities, FX, structured derivatives), commercial acumen, proactive investment advisory, trade execution, business development
Preferred skills
Structured product sales, FX sales, equity derivatives sales, structuring, prime brokerage, investment advisory background
Technologies
N/A
Responsibilities
Lead analysts in providing proactive investment advisory and solutions to FIM partners; articulate coherent market and investment views; identify and highlight thematic commercial opportunities; ensure seamless execution of trades and investments for covered FIMs; actively market the coverage platform to prospective FIMs
Seniority
Senior, hands-on IC