Client Service Analyst (Optimisation)

OSTTRA • New York, NY

9d • $70,000 - $80,000 • Onsite

About The Position

The triReduce and triBalance Optimization team is a global, cross-functional unit responsible for delivering critical portfolio compression and risk rebalancing services to the world’s leading financial institutions. We are seeking a high-caliber professional to manage the end-to-end execution of these service cycles. This role requires a client-first mindset, combining technical data proficiency with the ability to manage high-touch institutional relationships. As the primary point of contact, you will act as a trusted advisor to our clients, ensuring excellence in service delivery while bridging the gap between Sales, Product Management, and Software Development.

Requirements

• A proven track record of taking initiative. A successful candidate anticipates client needs and proposes solutions before being asked.
• Strong analytical skills with the ability to manipulate raw data using advanced spreadsheet tools and editors.
• Proficiency in MySQL is highly advantageous.
• A functional understanding of OTC Derivatives, particularly within the Rates and FX asset classes.
• Knowledge of capital adequacy requirements and portfolio risk is a plus.
• The ability to distill complex financial and technical concepts into clear, actionable insights for diverse audiences, from technical developers to senior bank executives.
• A degree in Finance, Mathematics, Engineering, or a related field is required.

Nice To Haves

• Knowledge of capital adequacy requirements and portfolio risk is a plus.

Responsibilities

• Manage the full client lifecycle during each cycle, ensuring all client inquiries are handled with urgency, precision, and a deep understanding of their specific business needs.
• Operate our optimization engine to generate deal proposals that align with client-specific objectives.
• Process and validate large-scale OTC trade portfolios, ensuring the accuracy of trade data, valuations, and risk vectors.
• Conduct sensitivity analyses to demonstrate the impact of varying data inputs or risk constraints on client outcomes.
• Serve as the technical subject matter expert in client meetings and calls, supporting the Sales team in explaining the value proposition and mechanics of the service.
• Facilitate client onboarding by executing scenario simulations, presenting results, and conducting technical training for new users.
• Act as a vital feedback loop for Software Development; identifying bugs, proposing feature enhancements based on client behavior, and assisting in new releases.
• Proactively identify opportunities to enhance operational efficiency and service quality as well as analyzing statistics to drive business growth.
• Translate client feedback and behavioral trends into actionable insights for the Product and Development teams to drive innovation.

Benefits

• Health care coverage designed for the mind and body.
• Generous time off helps keep you energized for your time on.
• Access a wealth of resources to grow your career and learn valuable new skills.
• Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• OSTTRA has perks for your partners and little ones, too, with some best-in class benefits for families.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level