Equity Derivatives Sales Support - Analyst/Associate
Are you passionate about client service and improving the day-to-day experience for institutional clients? Join a team focused on delivering responsive support and strong operational controls across the post-trade lifecycle. You’ll work with business partners to help resolve issues, improve processes, and support change initiatives that strengthen service delivery.
As a Sales Support Analyst/Associate within the Equities Derivatives Middle Office team, you deliver daily client service and support post-trade activities across equity derivatives sales operations. You partner closely with internal stakeholders and external clients to process transactions, resolve inquiries, and help maintain a well-controlled operating environment. You also contribute to process improvements and automation efforts to enhance accuracy and efficiency.
Job responsibilities
- Provide daily client service by responding to inquiries, processing requests, and helping troubleshoot issues
- Support post-trade sales operations activities and maintain a strong control mindset in day-to-day execution
- Help protect clients and the firm by identifying, escalating, and resolving risks that could cause financial or reputational impact
- Contribute to change management activities, including stakeholder communications and transition support during operational changes
- Maintain working knowledge of relevant products and applicable industry practices and regulations
- Partner with sales, trading, and business management teams to support new business initiatives and help design appropriate controls and processes
- Participate in process improvement and automation initiatives to enhance service delivery and operational efficiency
Required qualifications, capabilities and skills
- At least 3 years of experience (or equivalent expertise) in a client service role within a financial institution
- Demonstrated ability to influence stakeholders and communicate clearly with internal partners and external clients
- Experience supporting change management activities, including communications and stakeholder impact mitigation
- Proficiency with digital tools and a willingness to learn and adopt emerging technologies that impact business operations
Preferred qualifications, capabilities and skills
- Ability to assess processes and recommend improvements to quality, control, and efficiency
- Experience contributing to continuous improvement initiatives that enhance client experience
- Experience in client-facing roles working across multiple business areas and/or functions to deliver results
- Ability to prioritize, work independently, and manage multiple tasks in a fast-paced environment
- Knowledge of equity derivatives products, including over-the-counter (OTC) options, equity swaps, accumulators/decumulators, and retail structured products (e.g., fixed coupon notes and equity-linked notes)
- Knowledge of front-to-back operations processes, including confirmations, settlements, and regulatory reporting, and ability to facilitate issue resolution across teams
- Experience in a middle office function supporting equity derivatives