UHNW Market Linked Investments Origination Specialist
Core
Originate, structure, and execute OTC derivatives and structured notes for retail and UHNW clients across the Americas.
Role type
Senior IC market-linked investments origination specialist
Builds
OTC derivatives and structured notes for retail and UHNW clients
Domain
Wealth management / Structured products / Cross-asset derivatives
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic and tactical trading idea generation, portfolio hedging advice, OTC derivatives structuring, term sheet preparation, cross-asset pricing, transaction execution, quantitative analysis, risk assessment
Preferred skills
Wealth management business knowledge, familiarity with enterprise risk environment
Technologies
N/A
Responsibilities
Develop research-driven strategic and tactical trading ideas; provide advice on portfolio hedging and positioning; prepare term sheets, marketing materials, and presentations; price cross-asset derivatives; execute transactions and coordinate booking with support departments
Seniority
Senior, hands-on IC
