Client Services Analyst

23 Nov 2024

Vacancy expired!

Principal Responsibilities:
  • Manage small projects and co-ordinate the work with other members of the project.
  • Manage clients from start to finish of the project and guide them through the process.
  • Work with large

    OTC trade portfolios owned by the clients and consume and verify the accuracy of the trade data.
  • Value OTC derivatives and verify valuations and risk vectors submitted by the clients.
  • Support and advising clients on the risk constraints to be applied when utilizing the service.
  • Operate the optimization engine used to generate deal proposals to the clients.
  • Provide sensitivity analysis to clients that shows how their results would change if they changed something in their data or in their risk constraints.
  • Handle client requests such as user account management, training, and general support.
  • Sales Support (operational and technical knowledge)
  • Take part in on-site client meetings and conference calls with clients and act as the technical expert on the service.
  • Provide the sales team with client data statistics and suggest improvements.
  • Software Development Support
  • Provide feedback on how the service can be improved or any potential bugs or operational risk issues.
  • Help testing new features that are about to be rolled out to clients.
  • Explain to developers how the platforms are used, trade mechanics and client behavior.
  • Manage client onboarding for Tri Reduce and Tri Balance:
  • Help explaining the concept of the service as well as detailed technical questions on how the service works.
  • Setup new accounts and users, test and verify client data, run simulations, and present results.
  • Engage directly with new clients and train new users of the platforms.

Skills and Software Requirements:
  • Banking and Finance – Good working knowledge of

    OTC derivatives and

    Options in the following asset classes;

    Rates and

    FX.

    Credit and

    Equity are nice to haves.
  • IT/Technical - This role must have good IT skills including the ability to work with raw client data using

    editors and

    spreadsheet tools.
  • Good understanding of

    MySQL databases and basic

    Python programming are nice to haves.
  • Ability to interact with clients, communicate efficiently and explain complex concepts.
  • Knowledge of the Tri Reduce / Tri Balance services would be ideal but is not required.

Education:
  • Bachelor's or Master's degree in Financial Engineering, Math, Economics, or related fields.

  • ID: #23307875
  • State: New York New york city 10001 New york city USA
  • City: New york city
  • Salary: $65,000 - $75,000
  • Job type: Permanent
  • Showed: 2021-11-23
  • Deadline: 2022-01-18
  • Category: Accounting/finance