Client Service Analyst - Optimisation

OSTTRA • New York, NY

1d

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

• Proactive Ownership: A proven track record of taking initiative. A successful candidate anticipates client needs and proposes solutions before being asked.
• Technical Proficiency: Strong analytical skills with the ability to manipulate raw data using advanced spreadsheet tools and editors. Proficiency in MySQL and Python is highly advantageous for automating workflows.
• Domain Expertise: A functional understanding of OTC Derivatives, particularly within the Rates and FX asset classes.
• Communication: The ability to distill complex financial and technical concepts into clear, actionable insights for diverse audiences, from technical developers to senior bank executives
• Educational Background: A degree in Finance, Mathematics, Engineering, or a related quantitative field is preferred

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 (SME) 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 & 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
• Number of Employees: 501-1,000 employees