Equity Derivatives Client Support Lead Job at HSBC

Technical Relationship Manager

The Aladdin Client Engagement team partners directly with clients to help them m...

Location

United States , Atlanta; Washington

Salary:

105000.00 - 132000.00 USD / Year

BlackRock Investments

Expiration Date

March 27, 2026

Requirements

2+ years of experience in financial services, consulting, technology, or a related field
or advanced graduate level degree
Bachelor’s degree in Computer Science, Engineering, Finance, Economics, Mathematics, or a related quantitative or business discipline
Technical proficiency and a robust comprehension of Aladdin technology applications
Strong interest in FinTech and the Financial Institutions (Banks and Insurance companies) and/or Asset Management
Familiarity with buy-side investment management or middle-office workflows is preferred
Working understanding of equity, fixed income and derivative markets and their operational workflows
Excellent communication skills, with the ability to simplify complex concepts and engage with both business and technical audiences
Demonstrated leadership, problem solving, and execution skills, with experience driving cross functional initiatives or delivering complex solutions

Job Responsibility

Own and deepen relationships with senior client stakeholders
Translate client business challenges into actionable solutions, leveraging Aladdin functionality and analytics
Lead strategic and tactical initiatives with clients, coordinating cross-functional internal teams to deliver end-to-end solutions
Ensure client feedback on product is communicated to the Product Managers and is tracked through successful development and deployment
Partner with Product, Engineering, and Financial Modeling teams to support client development needs
Guide clients across the full investment and portfolio lifecycle
Stay current on regulatory, market, and operational trends to proactively advise clients
Serve as a workflow subject matter expert
Help Client Engagement leads with harvesting and onboarding additional client business
Educate clients on Aladdin’s regulatory and reporting capabilities

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

Senior Institutional Investment Operations Representative

Wells Fargo is seeking a Senior Institutional Investment Operations Representati...

Location

India , Hyderabad

Salary:

Not provided

Wells Fargo

Expiration Date

March 13, 2026

Requirements

4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
MBA or an advanced degree (or equivalent exp.)
Experience of 4 years in OTC Derivative Settlements domain which includes Pre-Confirmation, Post Confirmation, Reset advise and Clearing Settlements (LCH, CME and CLS)
Understanding about current Regulations and their impact on OTC market & settlements function
Ability to effectively communicate (written/verbal)
Ability to plan and organize workload within tight deadlines and meeting day-to-day objectives.
Should have good understanding of Derivative Rates, Equity, credit and commodity products
Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments
Strong knowledge of market settlement processes like Clearstream, Euroclear and LCH etc.

Job Responsibility

Providing support to Derivative clients across Rates, equities, credit, and commodity products
Identify and recommend opportunities for process improvement and risk control development.
Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization
Leverage interpretation of policies, procedures and compliance requirements
Ensure confirmation of payments, processing of daily settlements as well as providing support to external and internal clients
Understands needs and sensitivities of internal and external clients and proactively ensures these are met
Partner with Technology to identify/resolve system issues and implement system enhancements to increase efficiency
Proactive in identifying potential issues, handling the same and escalating issues to senior management in a timely manner
Participate by leading & driving Organization wide initiatives within CIB
Drive learning Initiatives, Adherence to discipline, punctuality & compliance by the team and manage attrition.

Fulltime

New

Equity Options Senior Portfolio Manager

Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager to join...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

March 23, 2026

Requirements

7+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of: work experience, training, military experience, education
10+ years of experience working directly with equity options, derivatives, or volatility trading in an investment management, trading, or hedge fund capacity
Expert knowledge of options valuation, options pricing, Greeks, vol surfaces, and risk management techniques
Successfully completed FINRA Series 65 (or a recognized equivalent) or ability to obtain within 90 days
Active CFA or CAIA designation strongly preferred
Proven track record of generating strong investment performance, enhancing client outcomes, and delivering business growth in a portfolio management or trading environment
Demonstrated success building effective relationships with Operations, Trading, Financial Advisors, and cross‑functional investment teams
Working knowledge of Bloomberg, OMS platforms, and portfolio analytics tools
Experience with Python, SQL, or MATLAB for research, modeling, or process enhancement
Excellent analytical, communication, and leadership skills with the ability to translate complex strategies for non‑technical audiences

Job Responsibility

Actively manage equity options overlay strategies for high‑net‑worth clients, including covered call, put‑writing, spreads, volatility strategies, and portfolio hedging aligned with client objectives and risk profiles
Ensure portfolio construction, security selection, risk management, and position sizing are aligned with investment mandates and the firm’s risk and governance framework
Serve as the lead subject matter expert in listed equity options, volatility markets, and derivative‑based strategies, supporting internal partners across research, trading, and wealth investment teams
Advise senior leadership on large‑scale, innovative investment solution opportunities, including new strategy development and optimization
Present investment research, portfolio insights, and strategy updates to Financial Advisors, HNW clients, and internal investment professionals
Mentor and develop junior portfolio managers, providing coaching on options analytics, volatility modeling, and portfolio management best practices
Leverage Bloomberg, order management systems (OMS), and market data tools to support trading, execution, and portfolio oversight

Fulltime

Relationship Manager

BlackRock’s Aladdin Business supports the investment process through the develop...

Location

Canada , Toronto

Salary:

107000.00 - 142000.00 CAD / Year ▼

BlackRock Investments

Expiration Date

March 31, 2026

Requirements

2+ years of work experience in financial services or consulting OR graduate degree
Undergraduate degree in Computer Science, Computer Engineering, Economics, Accounting, Finance is preferred
Strong interest in FinTech and the Financial Institutions (Banks and Insurance companies) and/or Asset Management
Familiarity with buy-side investment management or middle-office workflows is preferred
Working understanding of equity, fixed income and derivative markets and their operational workflows
Must have past demonstration of strong project management and leadership skills, and the ability to deliver large complex projects
Outstanding communication and the ability to present complex concepts simply and clearly to varying audiences

Job Responsibility

Build relationships with client leaders to understand their business objectives and needs and help them use Aladdin expertise to achieve firm goals
Understand the client’s business challenges and propose solutions leveraging Aladdin that drive value and adoption
Ensure client feedback on product is communicated to the Product Managers and is tracked through successful development and deployment
Partner with the client, as well as Aladdin Product Managers to support client’s development needs
Assist clients in leveraging Aladdin to its fullest across the entire trade and portfolio lifecycle
Keep updated on regulatory and operational industry trends to help your clients stay ahead of changing times
Support harvesting and onboarding additional client business by coordinating across product and sales teams
Ability to articulate the purpose and value of Aladdin technology applications
Engage with clients to define key strategic and tactical initiatives, leveraging your internal network to oversee and execute cross-functional project solutions
Lead internal stakeholder discussions to guide and align the development of our product by bringing the voice of the client to the table

What we offer

annual discretionary bonus
healthcare
leave benefits
retirement benefits
strong retirement plan
tuition reimbursement
comprehensive healthcare
support for working parents
Flexible Time Off (FTO)

Fulltime

Aladdin Client Transformations Associate - Front Office

The Aladdin Client Transformations Associate - Front Office role involves implem...

Location

United States , New York, NY; Washington, DC; San Francisco, CA; Atlanta, GA

Salary:

115000.00 - 147500.00 USD / Year

BlackRock Investments

Expiration Date

April 24, 2026

Requirements

Familiarity with portfolio management workflows and investment analytics as a buy side technology provider or as a front office practitioner, with at least 6 years of relevant industry experience
Strong familiarity with capital markets instruments, equities, fixed income, private markets, derivatives, and the associated analytics or investment life cycle
Experience implementing scalable and repeatable business processes, including program management and control frameworks
Excellent interpersonal skills with a proven ability to build relationships with internal and client stakeholders
Excellent creative, analytical, and technology skills with an entrepreneurial approach to large, complex projects, and the ability to execute autonomously and in cross functional teams
Enjoys a fast paced, high intensity, and complex environment, troubleshooting time critical issues and working with people
Strong attention to detail, a proactive approach, and a hands-on mindset
Working proficiency with SQL and at least one general purpose language, for example Python or similar, and comfort with RESTful APIs and JSON data structures
Progress toward or completion of globally recognized professional designations, for example FRM, CFA, CAIA, or similar
Local language proficiency (verbal/written)

Job Responsibility

Collaborate closely with the client’s project team, for example program managers, risk managers, portfolio managers, technologists, and provide leadership throughout the Aladdin implementation
Engage the client’s key leaders to understand, redesign, and deploy strategic business workflows across the investment cycle, including pre trade decisioning, order management, trading, investment operations, risk management, compliance, oversight, closed book accounting, and performance measurement and attribution
Facilitate and document investment and operational workflow design sessions for various asset classes, including equities, fixed income, alternatives, derivatives, and related workflows
Gain in depth knowledge of Aladdin functionality and workflows, and develop industry expertise, for example pensions, insurers, asset managers, to ensure clients take full advantage of the suite of Aladdin products and workflows
Coordinate and assist, and where appropriate lead, client specific Aladdin configuration, testing, and user training
Work closely with the client and Aladdin Product Managers to support client development needs, including API enabled use cases and data exchange
Work closely with the client and key internal functional teams to ensure the full range of capabilities are considered during an Aladdin implementation, and to align to standard methodologies and integration patterns
Participate in Aladdin business development activities, assisting in platform demonstrations, implementation pre-planning, and client due diligence as a product and workflow subject matter authority
Actively manage client communications regarding Aladdin product changes and configurations related to onboarding, including release impacts and configuration decisions
Comfort with periodic regional and international travel based on client location and project needs

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

Engagement manager

Oliver Wyman helps industry leaders in the communications, media, and technology...

Location

United States of America , San Francisco

Salary:

225000.00 - 240000.00 USD / Year

Marsh McLennan

Expiration Date

Until further notice

Requirements

4-7 years of relevant experience in strategy consulting with a top-tier strategy consulting firm (or other similar organization)
Track record of leading and managing teams, and delivering results in fast-paced, demanding environments
Professional working experience with exposure to commercial due diligence in a management consulting firm.
Individuals who have worked with both CMT and Private Equity clients
Knowledge and in-depth experience with customer research techniques (interviews, surveys, focus groups, etc.)
Strong background in strategic problem solving with demonstrable analytical skills.
Outstanding written and verbal communication skills
Undergraduate or advanced degree from a top academic program
Client management experience
A passion for the creative process and a love for expansive and creative thinking

Job Responsibility

Providing day to day leadership of client projects to Associates and Consultants, as well as aspects of the client relationship and commercial process within those relationships
teaming with Partners and sharing responsibility for the success of a specific engagement(s)
Leading and managing complex programs to ensure on-time delivery that meets agreed upon goals, leveraging Oliver Wyman best practices, one’s own expertise and the firm’s technical competencies.
Guiding and influencing clients in an informed way across all situations including execution of the commercial process, becoming trusted advisors.
Engaging fully in building business by identifying new and expanded opportunities for the client
Creating exciting and additive intellectual capital through thought leadership, and are knowledgeable on a broad range of adjacent topics.
Developing others and building a followership as part of their asset building for the firm
Leading firm building activities, seen as a role model for firm values with a strong personal brand within and outside of the firm and are well regarded by Partners, peers, and clients.
Overseeing and guiding the consulting team as they develop hypotheses, review client information, and conduct client interviews, derive insights, and produce deliverables.
Supporting Partners in project execution through excellent project management, including work planning, workflow management, and coaching / developing more junior team members

What we offer

health and welfare benefits
tuition assistance
401K savings and other retirement programs
employee assistance programs
performance-based incentives

Fulltime

Quantitative Modeler

Quantitative Modeling and Research (QMR) is an innovative team within Single Sec...

Location

United States , New York

Salary:

225000.00 - 285000.00 USD / Year

BlackRock Investments

Expiration Date

May 25, 2026

Requirements

PhD in a quantitative discipline such as mathematics, physics, engineering, or a related field
Significant industry experience in Derivatives Modeling
Strong practical expertise in Rates and Derivatives, including experience building models deployed in production environments
Solid understanding of the mathematical foundations underlying quantitative models
Experience working with quantitative modeling infrastructure and analytics platforms
Strong communication skills with the ability to engage effectively with both technical and non‑technical stakeholders
Demonstrated ability to lead and develop junior quantitative professionals

Job Responsibility

Build and enhance analytics across the full spectrum of products supported by the team, including Rates, FX, Inflation, and Equity derivatives
expand model coverage to address evolving client needs
Design, write, and maintain high‑quality code to develop and extend core analytics libraries
Support the Aladdin business through participation in internal and external client calls and on‑site visits
address complex analytics and modeling queries
Stay current on trends in quantitative finance, capital markets, and relevant regulatory developments
Lead and mentor teams of junior quants on larger cross‑functional initiatives

What we offer

Annual discretionary bonus
healthcare
leave benefits
retirement benefits
strong retirement plan
tuition reimbursement
comprehensive healthcare
support for working parents
Flexible Time Off (FTO)

Fulltime

Strategy and Growth Intern

We are looking for a motivated Strategy and Growth Intern to join our team. This...

Location

India , Bangalore

Salary:

Not provided

Wokelo AI

Expiration Date

Until further notice

Requirements

0-2 year of experience in consulting, private equity, investment banking, or a related field is preferred
Strong Knowledge of business research, analysis, and problem-solving
Excellent analytical skills and the ability to derive actionable insights from data is a plus
Hands-on and execution-oriented, comfortable working in a dynamic environment
Strong communication and presentation skills, with the ability to build strong relationships
Comfortable working with ambiguity and able to adapt to changing circumstances
Prior experience as a business analyst or consultant with Big 4 firms, capability centers, knowledge centers, research COEs, top consulting firms, or market research firms is preferred

Job Responsibility

Product Strategy & Development: Gather and analyze customer feedback to inform the product roadmap
Collaborate with product teams to implement improvements and new features
Market Growth & Sales Enablement: Support marketing strategies and lead generation efforts
Develop collateral and assist sales and customer success teams with research and diligence reports for client engagements
Client Solutions & Enterprise Engagement: Prepare tailored proposals, and develop customized solutions for enterprise clients
Ensure high-quality outputs and provide feedback for improvements
Customer Success: Support client onboarding, platform training, building client relationships and preventing churn, managing customer success ops and tech, conducting quality checks on client deliverables
Cross-Functional Collaboration & Process Improvement: Facilitate communication between sales, customer success, tech, and other teams
Relay client feedback and assist in refining product and operational processes
Business Operations & Reporting: Assist in reporting key performance indicators (KPIs) and analytics

What we offer

Be part of a pioneering team in a Gen-AI startup with a strong product-market fit
Work on innovative AI-driven solutions for leading financial institutions and corporations
Enjoy a lean but well-funded company structure, where your impact is significant and valued
Internship type: Paid

Equity Derivatives Client Support Lead

HSBC

Location:
Canada

Category:
IT - Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 13, 2026

Expiration:
March 13, 2026

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