MLI Origination Specialist
Core
Secondary coverage for clients executing complex product transactions and structuring customized OTC derivatives and Market-Linked Investments for Retail and UHNW clients.
Role type
Senior IC structured products origination specialist
Builds
Customized investment solutions, OTC derivatives, and Market-Linked Investments
Domain
Capital markets, structured products, derivatives
Required skills
OTC derivatives structuring, Market-Linked Investments, capital markets knowledge, portfolio construction, SIE/Series 7/66/79 licenses
Preferred skills
Quantitative analysis, strategic investment ideas, platform modernization, cross-functional leadership, business transformation
Technologies
OTC derivatives platforms, structured products ecosystems
Responsibilities
Originating and structuring customized OTC derivatives and Market-Linked Investments, developing research-driven investment strategies, preparing term sheets and client presentations, pricing and executing transactions, leading strategic platform initiatives, partnering with technology teams to automate workflows, defining business requirements for end-to-end processes, developing strategic roadmaps for innovation and growth.
Seniority
Mid-level, hands-on IC