Job Title: Operations Support
Location: Baltimore, MD - Hybrid
Duration: 12 Months
Syndicate Structured Products Operations Associate / Analyst (4 openings)
Hybrid – Minimum 3 days a week in office
*** REQUIRED: Bachelor's degree in Finance, Economics, Business, Accounting, or related discipline
Position Summary
The Syndicate Structured Products Operations Associate is responsible for supporting the end-to-end lifecycle of structured product offerings, ensuring the successful launch, booking, servicing, and settlement of structured investments distributed to Wealth Management clients. The role serves as a critical liaison among Structured Investments Sales, Trading, Product Development, Financial Advisors, Operations, Technology, and external counterparties to facilitate accurate and timely execution of new issuances while maintaining a strong focus on risk management, regulatory compliance, and client service.
Key Responsibilities
Support the operational execution of structured product issuances from launch through maturity.
Coordinate new issue launches with business partners across Syndicate, Trading, Sales, Product Management, and Operations.
Review offering details, documentation, identifiers, and operational readiness prior to product launch.
Monitor order activity and assist with issue pricing, allocations, and booking support.
Investigate and resolve trade, allocation, settlement, and processing exceptions.
Act as a primary point of contact for Financial Advisors, branch personnel, and internal business partners regarding structured product inquiries.
Coordinate documentation delivery, product setup, and operational controls required for successful issuance.
Manage time-sensitive escalations associated with product launches, allocations, and settlement events.
Partner with Technology and Control teams to identify, document, and remediate operational issues.
Support post-issuance events including coupon payments, calls, maturities, corporate actions, and lifecycle servicing activities.
Perform reconciliations and quality control reviews to ensure accuracy of positions, allocations, and client records.
Maintain adherence to regulatory requirements, supervisory procedures, and internal risk controls.
Identify opportunities to improve operational efficiency through automation, process enhancement, and control strengthening.
Qualifications
Bachelor's degree in Finance, Economics, Business, Accounting, or related discipline.
Strong understanding of capital markets and financial products.
Ability to manage multiple deadlines in a fast-paced, high-volume environment.
Strong analytical, problem-solving, and organizational skills.
Excellent written and verbal communication skills.
Strong attention to detail and risk awareness.
Proficiency in Excel and operational systems.
Preferred Qualifications
Experience supporting Structured Products, Syndicate, Fixed Income, Equity Derivatives, or Capital Markets Operations.
Knowledge of the structured product issuance lifecycle.
Familiarity with allocations, settlement processes, securities processing, and client servicing.
Experience interacting with trading desks, syndicate teams, sales organizations, and Wealth Management partners.
Understanding of operational risk and control frameworks.
Success Factors
Ability to perform effectively under tight market-driven deadlines.
Strong partnership and relationship-management skills.
Demonstrated ownership and accountability.
Sound judgment and risk-based decision making.
Commitment to continuous process improvement.
Client-focused mindset with a high level of professionalism and responsiveness.