DescriptionJoin a dynamic Sales and Marketing team where your technical rigor and operational craftsmanship drive market success and client impact. You will grow your career in a collaborative environment that values innovation cross-team partnership and continuous this role you will automate workflows elevate execution quality and help us deliver exceptional service across markets. You will develop in-demand skills and contribute directly to outcomes that matter for our clients and our firm.
As a Markets Sales Assistant you run fronttoback sales operations coordinating trade execution and posttrade activities with Middle Office and Operations to ensure accuracy control and strong client outcomes. You build productiongrade automation in Excel/VBA and streamline data gathering from internal systems to improve efficiency. You manage sales blotters trade records and management reporting resolving posttrade issues in partnership with Sales Trading Risk Compliance Legal Technology and more. You handle adhoc desk and client requests with sound judgment thriving in a fastpaced environment where analytical rigor detail orientation and collaboration are essential.
Job Responsibilities:
- Handle operate and follow up on end-to-end transaction process to ensure smooth front to back workflows and accuracy of all entries ensure internal controls are followed; check all risk and control measures (incl. not limit to handling KYC process transaction execution coordinate with operations to ensure smooth settlement; close/amend the deal; book the trade; oversee post-trade activities)
- Collaborate with Middle Office and Operations to ensure post trade client services are taken care of.
- Manage internal sales blotters trade records as well as prepare management reporting.
- Provide timely support for internal queries and solve post-trade related issues.
- Work closely with various internal parties i.e. Sales Trading Business Managers RMs Operation IT Risk Client Services Compliance Legal etc.
- Assist on ad-hoc requests and handle queries in a timely manner work as partnership while consistently keeping an independent mindset.
- Help on ad-hoc requests from the Sales Desk and Clients
Required qualifications capabilities and skills
- Advanced Excel skills including Power Query Pivot Tables dynamic arrays complex lookups and pivot automation; expertlevel VBA for productiongrade automation.
- Market and derivatives knowledge aligned with fronttoback sales and posttrade processes.
- Exceptional attention to detail with strong ethics and integrity.
- Strong interpersonal skills with the ability to partner across diverse internal teams.
- Ability to perform under pressure in timesensitive market environments.
- Analytical mindset with strong problemsolving orientation.
- Strong selforganization with proven multitasking capacity.
- Python proficiency is a plus to complement automation and data workflows.
Preferred qualifications capabilities and skills
- Securities Specialist License or Senior Securities Specialist License (高業或普業).
- Six months of experience related to derivatives or at least 60 hours of courses from domestic financial training institutes in financial derivatives or risk management with certificates of completion (符合衍生性商品從業人員資格).
Required Experience:
IC
DescriptionJoin a dynamic Sales and Marketing team where your technical rigor and operational craftsmanship drive market success and client impact. You will grow your career in a collaborative environment that values innovation cross-team partnership and continuous this role you will automate workf...
DescriptionJoin a dynamic Sales and Marketing team where your technical rigor and operational craftsmanship drive market success and client impact. You will grow your career in a collaborative environment that values innovation cross-team partnership and continuous this role you will automate workflows elevate execution quality and help us deliver exceptional service across markets. You will develop in-demand skills and contribute directly to outcomes that matter for our clients and our firm.
As a Markets Sales Assistant you run fronttoback sales operations coordinating trade execution and posttrade activities with Middle Office and Operations to ensure accuracy control and strong client outcomes. You build productiongrade automation in Excel/VBA and streamline data gathering from internal systems to improve efficiency. You manage sales blotters trade records and management reporting resolving posttrade issues in partnership with Sales Trading Risk Compliance Legal Technology and more. You handle adhoc desk and client requests with sound judgment thriving in a fastpaced environment where analytical rigor detail orientation and collaboration are essential.
Job Responsibilities:
- Handle operate and follow up on end-to-end transaction process to ensure smooth front to back workflows and accuracy of all entries ensure internal controls are followed; check all risk and control measures (incl. not limit to handling KYC process transaction execution coordinate with operations to ensure smooth settlement; close/amend the deal; book the trade; oversee post-trade activities)
- Collaborate with Middle Office and Operations to ensure post trade client services are taken care of.
- Manage internal sales blotters trade records as well as prepare management reporting.
- Provide timely support for internal queries and solve post-trade related issues.
- Work closely with various internal parties i.e. Sales Trading Business Managers RMs Operation IT Risk Client Services Compliance Legal etc.
- Assist on ad-hoc requests and handle queries in a timely manner work as partnership while consistently keeping an independent mindset.
- Help on ad-hoc requests from the Sales Desk and Clients
Required qualifications capabilities and skills
- Advanced Excel skills including Power Query Pivot Tables dynamic arrays complex lookups and pivot automation; expertlevel VBA for productiongrade automation.
- Market and derivatives knowledge aligned with fronttoback sales and posttrade processes.
- Exceptional attention to detail with strong ethics and integrity.
- Strong interpersonal skills with the ability to partner across diverse internal teams.
- Ability to perform under pressure in timesensitive market environments.
- Analytical mindset with strong problemsolving orientation.
- Strong selforganization with proven multitasking capacity.
- Python proficiency is a plus to complement automation and data workflows.
Preferred qualifications capabilities and skills
- Securities Specialist License or Senior Securities Specialist License (高業或普業).
- Six months of experience related to derivatives or at least 60 hours of courses from domestic financial training institutes in financial derivatives or risk management with certificates of completion (符合衍生性商品從業人員資格).
Required Experience:
IC
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