Senior Associate/Vice President, Capital Markets - Quantitative & Structured Solutions
About The Position
We are seeking a Senior Associate / Vice President to join our Capital Markets team, focused on expanding and scaling a platform that delivers quantitative, structured, and balance sheet–oriented solutions for clients. This role will be central to the expansion of a platform designed to help clients navigate complex financial situations through customized strategies across hedging, monetization, diversification, and portfolio overlays. The platform represents a strategic priority for the firm, enhancing our ability to unlock value across client balance sheets and continue delivering institutional-quality solutions for sophisticated investors. This individual will operate at the intersection of financial engineering, derivatives structuring, and client advisory, partnering closely with internal advisors, external counterparties, and our investment team.
Requirements
- 5–8 years of experience in investment banking, capital markets, derivatives, structured products, or financial engineering
- Strong background in equity derivatives, structured solutions, or portfolio hedging
- Experience designing or executing strategies involving options, collars, forwards, or financing solutions
- Ability to translate complex balance sheet problems into structured, implementable solutions
- Strong analytical and modeling skills (Excel required; programming a plus)
- Comfortable operating across product development, execution, and client-facing work
- Highly organized, detail-oriented, and able to manage multiple stakeholders
- Clear communicator with strong problem-solving instincts and intellectual curiosity who is comfortable in front of clients and senior stakeholders
- Proven track record presenting recommendations directly to clients and responding to real-time questions and challenges
Nice To Haves
- programming a plus
Responsibilities
- Design and structure bespoke strategies across hedging, monetization, and diversification
- Develop and iterate on new platform capabilities and investment solutions
- Build financial models and scenario analyses across options, derivatives and structured products
- Lead diligence and underwriting of external managers and solution providers
- Coordinate end-to-end execution across banks, custodians, and sub-advisors
- Interface with counterparties to source pricing and optimize implementation
- Support ongoing monitoring, re-underwriting, and optimization of strategies
- Ensure consistency, scalability, and quality of delivery across the platform
- Partner with advisors on complex balance sheet scenarios and client suitability
- Participate in client discussions on concentrated positions, liquidity, and risk management
- Translate technical strategies into clear, actionable client insights
- Develop internal education materials and support firmwide training
- Build and maintain relationships with banks, asset managers, and structured solution providers
- Stay at the forefront of market developments across options, derivatives and structured solutions
Benefits
- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development Stipend
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
