VP Capital Markets Sales & Trading
Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth. Leads support work, business development and/or product/client relationship management. Assists in the generation of ideas and strategies for new business opportunities. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work. Follows all risk related practices and policies, and may guide junior staff in risk initiatives.
In client relationship management roles, starts to assume certain important business development responsibilities. May be the No. 1 primary contact with certain client relationships, and the No. 2 or No. 3 on relationships for others. Manages complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc.
In trading/capital commitment roles, may have primary responsibilities in a given security.
8 years of related work experience
In-depth knowledge of investment banking, market, industry sector and/or financial products
Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
Superior skills in written and oral communications
Working knowledge of fixed income securities; specifically U.S. Government Agencies: U.S. Treasuries; Discount Notes; Commercial paper and how to market and sell those securities to our client base.
Working knowledge of mutual fund money market funds and the regulations/constraints surrounding the purchase of such funds
Working knowledge of Bloomberg use
Working knowledge of premier deposit products sold exclusively through CLPS
Knowledge of treasury management products/services especially analysis; ECR; wires, etc.