Job SummaryThe Structured Notes Analyst manages and implements structured note investment strategies and monitors and trades client accounts. Working with the portfolio manager, advisors, and clients, this role supports investment decisions and develops customized investment solutions for high-net-worth individuals and institutions. The position combines investment research, portfolio management, and trade execution, offering the opportunity to contribute analytical insights and improve trading processes.
Responsibilities- Manage client portfolios and implement investment decisions for structured note strategies.
- Monitor account positions and analyze client portfolios to support portfolio management decisions.
- Generate and execute account-level trades across equities, fixed income, options, and over-the-counter (OTC) structured products.
- Invest new accounts, liquidate terminated accounts, and rebalance portfolios to reflect contributions and withdrawals.
- Research and develop customized investment solutions for high-net-worth individuals and institutions.
- Support product development through investment research and analysis.
- Conduct research at the portfolio manager's direction and stay current on macroeconomic developments to inform investment analysis.
- Improve trading processes and procedures to increase efficiency and strengthen trade execution.
- Communicate with advisors and clients about their accounts and explain investment strategies clearly.
Requirements- Bachelor's degree in business and/or finance.
- One to three years of investment experience.
- General knowledge of common investment strategies.
- Proficiency in Microsoft Excel.
Preferred qualifications: A graduate degree, Chartered Financial Analyst (CFA) designation, or another professional designation; experience with fixed income trading and order or trade management systems.
Skills- Strong analytical and problem-solving skills to evaluate investments and support portfolio decisions.
- Clear communication skills to explain account activity and investment strategies to advisors and clients.
- Organization and attention to detail when monitoring portfolios and coordinating account-level trading activities.
- Ability to remain focused and effective under pressure during periods of high trading activity.
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