An opportunity has arisen to join a Tier 1 Investment Bank within their OTC Exotics Sales Support team. The role sits close to Sales and Trading and plays a critical role in ensuring accurate trade capture, enrichment, lifecycle processing and settlement readiness across complex OTC products. A key requirement of this role is the ability to step into unresolved, time‑critical issues, quickly understand the root cause, and take ownership of coordinating resolution across multiple downstream teams, internal functions and external counterparties.
Key Responsibilities
Front Office & Issue Ownership, act as a primary Sales Support contact for OTC options trades, partnering closely with Sales, Trading and key internal stakeholders
Proactively own trade and lifecycle issues that are not progressing through downstream teams, driving root‑cause analysis and resolution
Act as the escalation point for settlement issues involving key clients
Demonstrate knowledge on the trade enrichment and settlement lifecycle to support front office
Serve as a confident escalation point, engaging senior stakeholders where required
Provide support across OTC Vanilla and Exotic Options
Capture and apply trade allocations from multiple sources into the firm’s risk and trade processing system
Ensure trades are fully enriched to support downstream processing, confirmations and settlement
Coordinate across Onboarding, COO, BURM, Sales and Operations teams to ensure new clients and accounts are set up and approved for execution
Act as a central point of accountability to ensure resolution timelines on expectations are met and issues are resolved
Manage and support workflows, coordinating approvals and consents across required control groups prior to execution
Support a wide range of OTC lifecycle events, ensuring accuracy and control throughout
Own Markit Wire matching, confirmation and trade flow issues related to supported products
Liaise with counterparties and internal teams to ensure timely resolution and minimal risk exposure
Leverage strong client and internal relationships to resolve settlement breaks efficiently and professionally
Work closely with Operations and Middle Office to reduce repeat breaks and improve processes