ROLES AND RESPONSIBILITIES – Derivatives Analyst - The position is responsible for assisting the Derivative Products Group with trade execution, transaction documentation, customer correspondence and operational procedures. The duties include but are not limited to:
- Communicating with customers, traders, lenders, sales reps and the back-office regarding client inquiries, operations, marketing and regulatory compliance.
- Responsible for accuracy of trade confirmation process
- Ensure retention of client information.
- Work with Operations with quality control of payment process
- Prepare and distribute Mark to Market Statements and various reporting requirements
- Maintain derivative system of record
- Assist in basic quoting of transactions
- Prepare client presentations
SUPERVISORY RESPONSIBILITIES – None
EDUCATION AND/OR EXPERIENCE – Bachelor’s degree (B.A.) with 2+ years of related banking experience or capital markets experience preferred.
COMPUTER AND OFFICE EQUIPMENT SKILLS – Spreadsheet software (MS Excel), Word Processing Software (MS Word), Email (MS Outlook), Adaptiv software, Markit software, GMEI utility portal