Client Service Analyst - Optimisation

OSTTRA • New York, NY

1d • $65,000 - $75,000

About The Position

The Team:
The triReduce and triBalance Optimization Client Services team is a global, cross-functional team that delivers our services to major financial institutions globally. We build strong client relationships and significantly contribute to our business by bringing our technical service expertise and understanding of client needs to internal collaborations with Sales, Development, and Business Management, ultimately improving our products and driving business growth.

Responsibilities and Impact:
Principal Responsibilities:
Delivering the triReduce and triBalance services to major financial institutions which means managing a smaller project/cycle that runs over a few days. This includes managing clients from start to finish of the project and guiding them through the process.
Work with large OTC trade portfolios owned by the clients and consume and verify the accuracy of the trade data. This entails value OTC derivatives, verify valuations and risk vectors, and provide sensitivity analysis to clients that shows how their results would change if they change something in their data or in their risk constraints.
Operate the optimization engine used to generate deal proposals to the clients.
Other responsibilities:
Provide crucial operational and technical support to Sales through active participation in client meetings and calls as the technical service expert and contribute to Software Development by offering valuable feedback and assistance with testing.
Manage client onboarding for triReduce and triBalance by engaging with clients, running scenario simulations, explaining the concepts of the service, training, and setting up new user accounts.
Work on and initiate internal analysis and projects with sales, development, and business management to improve the service and grow the business.

Requirements

• IT/Technical - This role must have good technical skills including the ability to work with raw client data using editors and spreadsheet tools.
• Banking and Finance – Good working knowledge of OTC derivatives and Options in the following asset classes; Rates and FX.
• Ability to interact with clients, communicate efficiently and explain complex concepts.

Nice To Haves

• Knowledge of the triReduce/triBalance services is preferred but not required.
• Good understanding of MySQL databases and basic Python programming
• Academic and technical background in Engineering, Finance, or Mathematics preferred

Responsibilities

• Delivering the triReduce and triBalance services to major financial institutions which means managing a smaller project/cycle that runs over a few days. This includes managing clients from start to finish of the project and guiding them through the process.
• Work with large OTC trade portfolios owned by the clients and consume and verify the accuracy of the trade data. This entails value OTC derivatives, verify valuations and risk vectors, and provide sensitivity analysis to clients that shows how their results would change if they change something in their data or in their risk constraints.
• Operate the optimization engine used to generate deal proposals to the clients.
• Provide crucial operational and technical support to Sales through active participation in client meetings and calls as the technical service expert and contribute to Software Development by offering valuable feedback and assistance with testing.
• Manage client onboarding for triReduce and triBalance by engaging with clients, running scenario simulations, explaining the concepts of the service, training, and setting up new user accounts.
• Work on and initiate internal analysis and projects with sales, development, and business management to improve the service and grow the business.

Benefits

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It’s not just about you. 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: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees