Vice President, External Product Specialists (Finance)

Location: New York, NY, United States

Salary: $148,000 – $270,000

Company

A leading global investment banking, securities, and wealth management firm.

What you will do

• Conduct quantitative financial analyses and assess complex portfolio solutions for a diverse set of institutional clients.
• Perform valuations of businesses and analyze investment programs using public and private financial data.
• Advise clients on Securitized market updates, portfolio reviews, and latest investment strategies.
• Optimize asset allocation through regular financial analysis to ensure consistency with client objectives.
• Collaborate on trading activities related to client funding, transfers, withdrawals, and account changes.
• Provide expert guidance on Securitized product offerings, including mutual funds and separate account solutions.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• 5 years of experience in fixed income Securitized asset classes.
• Experience working with institutional clients, including Bank Owned Life Insurance (BOLI) clients.
• Proficiency in manipulating and transforming large economic and financial datasets.
• Deep knowledge of securitized assets, including mortgages, asset-backed securities (ABS), and collateralized loan obligations (CLO).
• Proven experience in bottom-up and top-down portfolio construction and risk management.