Vice President – Strategic Equity Transactions Sales (Origination & Structuring)

Strategic Transaction Group (equivalent of Strategic Equity or corporate equity derivatives) provides dedicated expertise and customized OTC derivative or loan solutions for managing concentrated equity positions for clients worldwide.

Within the team, you will play a key role in originating, structuring, and executing complex equity derivatives transactions for corporate and financial sponsor clients. Products include margin loans, share repurchases (including ASRs), dilution hedging solutions (e.g., converts hedging), and other bespoke derivatives-based financings.

You will partner closely with senior sales professionals, trading, engineering, and risk teams to deliver tailored solutions, ensuring high-quality execution and client service. This role requires strong quantitative capabilities, exceptional attention to detail, and the ability to manage multiple priorities in a fast-paced, deal-driven environment.

Candidates should bring 4–6 years of experience in corporate equity derivatives at a sell-side institution.

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Key Responsibilities

Client Coverage & Execution Support

• Serve as a trusted partner and back-up to senior sales professionals in client coverage

• Coordinate client engagements across internal teams including Trading, Structuring, Engineering, Middle Office, and Operations

• Manage and “quarterback” client pricing requests—ensuring accurate interpretation and efficient delivery to pricing teams

• Provide seamless transaction follow-through, ongoing after-sales support, addressing client inquiries and strengthening relationships

Transaction Management

• Coordinate order flow and execution logistics between Sales and Trading

• Track and analyze client activity, deal pipelines, and hit ratios to inform commercial strategy

Risk & Governance

• Initiate and manage credit approvals, liaising with various control functions

• Monitor credit line utilization and ensure compliance with internal frameworks

• Ensure adherence to product governance standards, including sales handbook guidelines

Process & Operational Excellence

• Oversee new product workflows and identify opportunities to enhance operational efficiency

• Manage onboarding processes including KYC and client account/sub-account setup

• Maintain accurate records, ensure data integrity

Business Development

• Identify new client opportunities and contribute to business growth initiatives

• Support relationship expansion through proactive client engagement