Foreign Exchange Sales II

Increase your chances of an interview by reading the following overview of this role before making an application.

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

We are seeking a motivated and results-oriented FX Sales II (senior analyst/junior associate) to join our dynamic Foreign Exchange team. This hybrid role is based in San Francisco. This role involves managing a portfolio of clients, executing trades, and proactively seeking new business opportunities through in-depth client discovery. The ideal candidate will be a self-starter with a strong understanding of FX products, pricing, and risk management. This position requires travel (20-30% of the time), including air travel and regional travel within the Bay Area to meet with clients and internal partners.

Essential Functions:

Client Relationship Management and Business Development:

1. Manage a portfolio of clients, building strong relationships and providing exceptional service.
2. Conduct in-depth client discovery dialogues to uncover new business opportunities.
3. Proactively identify and pursue new business opportunities within the assigned client base.
4. Conduct regular client meetings and attend industry events to expand the client network (both in the Bay Area and through travel as needed).
5. Respond to client inquiries and requests in a timely and professional manner.

Deal Execution:

1. Execute FX trades, including spot, forward, option, and swap deals.
2. Assist in pricing and structuring FX transactions.
3. Monitor market movements and provide timely updates to clients and traders.

Market Awareness:

1. Stay up-to-date on market trends, economic indicators, and geopolitical events affecting FX markets.
2. Leverage market knowledge to provide insightful commentary and trade recommendations to clients.

Operational Support:

1. Assist in the day-to-day operations of the FX sales team.
2. Ensure compliance with all relevant regulations and internal policies.
3. Contribute to the development and improvement of operational processes.

Bachelor's Degree and 2 years of experience in OR High School Diploma or GED and 6 years of experience in FX Sales.

Preferred Qualifications:

1. Strong understanding of FX products, pricing, and risk management.
2. Excellent communication, interpersonal, and presentation skills.
3. Strong analytical and problem-solving abilities.
4. Proficiency in financial analysis and presentation tools (eg, Bloomberg, PowerPoint).
5. Ability to work effectively both independently and as part of a team in a fast-paced, dynamic environment.
6. Strong attention to detail and accuracy.