Post-Trade Client Relationship & Services Analyst
Listed on 2026-01-12
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Business
Financial Analyst
About the Role
The Team
- The tri Resolve Client Services team is the first line of contact for our clients with regards to the delivery of the tri Resolve OTC derivative portfolio reconciliation service. The Client Manager will provide support to our clients and work closely with the product, business, development and sales teams globally and thus the role varies to account for regional characteristics.
- Pre-Sales and on-boarding
- Assisting Associate and Senior Associate Client Managers (duplicate entry removed)
- Customer Service
- Daily assistance to subscribers on all issues relating to the service (via email, phone and in person)
- Trade data normalisation / handling
- Review reconciliation output; investigate and fix differences
- Ensure structured and effective delivery of service
- Self- education about current and upcoming market regulations and other significant changes
- Customer Care Management
- Productivity/ Workflow Improvements
- Discuss internal requests for new functionalities to improve the product offering with Associate and Senior Associate Client Managers
- Assist developers and Product Management with requirements and UAT testing as well as being closely involved in the development process
S&P Global states that the anticipated base salary range for this position is $75,000 to $85,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please .
What We’re Looking For BasicRequired Qualifications
- The ability to interpret trade data
- Customer relationship skills
- Ability to think outside the box and challenge existing status quo
- Proficiency in using text editors and advanced spreadsheet functions
- Ability to work in a fast pace environment
- Ability to multitask
- Good communication skills (verbal and written English)
- Good teamwork skills and being a quick learner
- The ability to understand complex process flows and concepts, as well as the ability to explain these accurately and concisely to our clients
- Knowledge of OTC Derivatives and awareness of the OTC Derivative trade processing lifecycle would be beneficial
- Basic understanding of market and credit risk management of OTC Derivatives would be beneficial
Preferred Qualifications
- An interest in technology
- Fluency in another language would be beneficial
This role is limited to persons with indefinite right to work in the United States.
About OSTTRACandidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global provides recruitment services to OSTTRA – however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20 years:
Markit Serv, Traiana, Tri Optima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows – from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at .
What’s In It For You? Benefits- Health & Wellness:
Health care coverage designed for the mind and body. - Flexible Downtime:
Generous time off helps keep you energized for your time on. - Continuous Learning:
Access a wealth of resources to grow your career and learn valuable new skills. - Invest in Your Future:
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