Provides daily client service and post-trade operational support for equity derivatives transactions. Resolves client and internal inquiries, manages risks and controls, supports change initiatives, and partners with sales, trading, and business teams. Contributes to process improvement and automation efforts while maintaining knowledge of equity derivatives products, confirmations, settlements, and regulatory reporting.
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
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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