Associate Structured Products Requisition

Job Description

Associate, Structured Products

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Are you driven by the financial services and capital market and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Associate, Structured Products you will play a key role in supporting the structured notes business with a primary focus on reviewing structured notes documentation and transaction materials for accuracy, completeness, consistency, and alignment with approved product terms, internal requirements, and established processes.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

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As an Associate, Structured Products you’ll be at the core of our mission.

Here are the main responsibilities:

• Documentation Review and Quality Assurance: Review structured notes documentation and related transaction materials, including term sheets, offering documents, pricing supplements, internal summaries, and trade details, to ensure accuracy, completeness, consistency, and alignment with approved product terms and internal standards.

• Transaction Support and Coordination: Support the transaction pipeline by coordinating documentation, setup, review steps, approvals, and follow-ups with internal teams and external issuer partners.

• Data Integrity and Database Management: Maintain structured notes transaction data and ensure internal databases, trackers, and records accurately reflect reviewed documentation and final product terms.

• Internal and Advisor Support: Support responses to advisor and internal stakeholder inquiries by helping confirm product details, documentation status, and transaction information.

• Operational Coordination: Coordinate with operations, compliance, legal, technology, and other internal partners to support transaction setup, onboarding, documentation workflows, and issue resolution.

• Process Improvement: Identify opportunities to improve documentation review checklists, controls, workflow efficiency, data quality, and automation across the structured notes issuance process.

• Product and Business Support: Assist with structured notes product information, internal reporting and materials that support advisor education, product awareness, and distribution efforts.

We’re looking for someone who:

• Has 2–4 years of experience in financial services, capital markets, structured finance, operations, compliance, legal documentation, or another role involving detailed review of financial, legal, or transactional documents

• Has experience reviewing legal, financial, investment, or transactional documentation for accuracy, consistency, and completeness

• Is recognized for their strong attention to detail and ability to review complex documents accurately and efficiently

• Stands out for their strong interpersonal skills and ability to work collaboratively with internal teams and external partner

• Is known for their interest in applying AI-enabled tools, checklists, and workflow improvements to support accurate, consistent, and efficient documentation review

• Demonstrates strong strong understanding of financial markets and investment products, with an interest in structured note

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A work environment where learning and development merge with a collective pursuit of excellence;

A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative work spaces;

Competitive benefits:
Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal…