Securities Advisory & Trading Specialist

Posted:
8/29/2024, 8:06:52 PM

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Finance & Banking ⋅ Sales & Account Management

The Securities Advisory Specialist is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for equity, fixed income, and derivative execution . Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required.


Responsibilities:

  • This role is based within the Capital Markets Group, covering direct client activity (Internal & external)  in equity & FI cash, listed derivatives, and light OTC exotic equity product (delta one, OTC accumulators, barrier options). This position will be as a member of the team involved in covering private clients directly. Focus on execution management for internal and external clients.
  • Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior Citi Private Bank equity trading clients directly and indirectly.
  • Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances.
  • Responsible for increasing internal sales across the product set from cash equities and listed derivatives to OTC derivatives (vanilla, barrier, worst-of, delta one, accumulators and decumulators)
  • Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
  • Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model
  • Increase connectivity and engagement between Markets and Citi Private Bank clients and staff / Actively participate in daily morning meetings and marketing team sales calls
  • Assist with the roll-out and development of the IT projects needed to expand and improve on the platform - Building and improving our platform and offering

Skills / Experience 

  • At least 5 years in financial markets
  • 2/3 yearsTrading experience 
  • Experience with Bloomberg and algorithms 
  • Strong communication skills and ​meticulous attention to detail 
  • Passion for financial markets 

Candidate gains:

  • Exposure to largest family offices and trading clients in the region
  • Experience and training in multi asset trading and advisory
  • Career progression – on the job training and mentorship
  • Opportunity to travel and meet clients
  • Continuous professional development internal and external training providers.

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Capital Markets

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Time Type:

Full time

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