Structured Investments Origination Associate

Willenborg Wealth Management

Base salary or wages; + compensation (cash or equi...
Hybrid
Understanding of derivatives and payoff structures
Solid financial and quantitative analysis skills
Proficiency in excel and powerpoint
Willenborg Wealth Management is seeking a Structured Investments Origination Associate to support the development and delivery of structured investment products for various clients. The role requires strong financial analysis skills, collaboration with external partners, and a focus on regulatory compliance within a fast-paced environment

Job Summary

  • The role supports the design, pricing, and distribution of structured investments for retail, high-net-worth, and institutional clients.
  • This position partners closely with Sales, Trading, and Structuring teams to deliver customized investment products aligned with client objectives.
  • The company offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Structured Investments Origination Associate to support the development and delivery of structured investment products for various clients. The role requires strong financial analysis skills, collaboration with external partners, and a focus on regulatory compliance within a fast-paced environment.

Salary

Base salary or wages; Additional compensation (cash or equity), discretionary bonuses, or commissions; Eligible for benefits package

Skills & Requirements

Must-have

  • Understanding of derivatives and payoff structures
  • Solid financial and quantitative analysis skills
  • Proficiency in Excel and PowerPoint
  • Ability to communicate complex investment concepts

Nice-to-have

  • Strong interpersonal and collaborative mindset
  • Commercial intuition and client-focused approach
  • Comfortable working in fast-moving front-office environment

Key Requirements

  • Bachelor's Degree required
  • 3 to 6 years of financial services experience
  • FINRA Series 7 license
  • Securities Industry Essentials Exam (SIE) certification

Work Rights

Not specified

Tailored Resume

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