Partner closely with financial engineers to develop marketing materials that clearly articulate cross-asset hedging and investment solutions. Support Sales teams with product presentations, client RFPs, training sessions, and knowledge-sharing tools. Create bespoke marketing collateral tailored to the specific needs of institutional and corporate clients. Perform product back-testing and return analysis using Excel and/or VBA macros. Help obtain regulatory approvals by working collaboratively with legal and compliance teams across jurisdictions (US, Canada, LATAM). Build a comprehensive view of the Global Markets offering across regions and create high-impact client-facing materials. Develop and implement value-added client services to enhance satisfaction and engagement. Promote research insights and strategic convictions from our analyst teams to improve visibility and usage. Drive cross-selling initiatives to broaden client access to the Bank's services. Design and produce commercial and investor-facing presentations. Develop marketing campaigns, brochures, newsletters, and event content to promote new product ideas and capabilities. Conduct competitive intelligence and market trend analyses in the Americas region. Contribute to internal training programs to strengthen platform knowledge. Assist in organizing conferences and networking events in partnership with internal communications. Requires up to 5% domestic travel for client meetings, client sites, and conferences. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting.MINIMUM REQUIREMENTS: Master's degree or U.S. equivalent in Finance, Marketing, Financial Engineering, Economics or related field, plus 3 years of professional experience as a Product Specialist or any occupation, job title, position developing and promoting Quantitative Investment Strategies (QIS) offerings at a global financial institution.Must also have the following special skills: 2 years of professional experience within a financial institution utilizing equity derivative, fixed income products, or commodities; 2 years of professional experience performing Excel modeling, historical simulations, and performance analysis using VBA or Python; 2 years of professional experience utilizing derivative instruments including options, swaps, futures, and structured products; 2 years of professional experience producing marketing and sales support materials, including presentations, brochures, newsletters, and RFPs for institutional or corporate clients in a financial context; 2 years of professional experience collaborating with cross-functional teams (including Sales, Engineering, Legal, and Communications); 2 years of professional experience conducting market research, monitoring industry trends, and supporting product positioning through data analysis and competitor benchmarking; 2 years of professional experience utilizing Bloomberg, data visualization tools, and marketing automation platforms; and 2 years of professional experience utilizing Microsoft Office including Excel, PowerPoint, and Word.
