Desk Strategist Job Description

Desk Strategist Job Description

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Desk strategist provides fixed income guidance to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account.

Desk Strategist Duties & Responsibilities

To write an effective desk strategist job description, begin by listing detailed duties, responsibilities and expectations. We have included desk strategist job description templates that you can modify and use.

Sample responsibilities for this position include:

Help trader and sales people understand the market and develop new business
Understanding and implementing regulatory capital rules
Building tools to analyze and attribute capital
Working with traders to devise and execute strategies for mitigating capital requirements
Serve as a communication line to buy-side traders portfolio managers, strengthening the partnership between sales and trading
Cover a core group of Technology clients
Trade ideas or structuring
Booking models
P&L attributions
Trading or risk management system maintenance

Desk Strategist Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Desk Strategist

Typically a job would require a certain level of education.

Employers hiring for the desk strategist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Computer Science, Engineering, Physics, Statistics, Finance, Mathematics, Economics, Math, Mathematics and Physics, Financial Services

Skills for Desk Strategist

Desired skills for desk strategist include:

Q/KDB
Python
Capital / stress testing models
Programming languages related to data analysis
Java
C++
Scala
Corporate Financial Statements
Fixed Income products and Market Microstructure
Fixed income products is

Desired experience for desk strategist includes:

Master or PhD in a quantitative area
At least three years of work experience in a quantitative role in finance
1-3 years of relevant experience in a quantitative/development role
Prior experience in dealing with large databases would be helpful
Basic knowledge of Fixed Income products desirable
Strong math/statistics/data analysis skills

Desk Strategist Examples

1

Desk Strategist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a desk strategist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for desk strategist
  • Build tools to help the traders analyze risk on their books and the flow
  • Develop and support IR derivative valuation models
  • Expert in interest rate curve calibration methods
  • Analyze market data and trading inquiry data to identify actionable patterns
  • Build tools used by Sales & Trading to efficiently price and trade IR products
  • Design real-time risk management tools for traders
  • Analyze pricing and risk management queries from traders
  • Apply stochastic calculus to financial models*LI-JG1
  • Determine and create the valuation and risk management models that will feed the Firm’s books and records for the bank’s originated mortgages
  • Conduct end-to-end analysis that includes data gathering / requirement specification, analysis, presentation and implementation
Qualifications for desk strategist
  • 1-4 years of relevant experience in a front-office role
  • A minimum of 2 years of relevant experience in a front-office role
  • Strong knowledge of exotic interest rates and funding products
  • Background in structured notes is highly desirable
  • Strong financial mathematics background
  • Good understanding of interest rate and inflation products such as swap, inflation swaps and inflation volatility products
2

Desk Strategist Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of desk strategist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for desk strategist
  • Presenting at internal Sales and Trading meetings
  • Contributing to the team’s short form market commentary
  • Producing financial modeling
  • Assessing relative value across capital structures
  • Interaction with traders and key clients
  • You will enable the Deal Desk APAC team to deliver the best possible service to our internal and external customers - across multiple markets and/or verticals
  • You will ensure KPIs are being met and continuously find ways to improve via systems innovations, process improvements or better use of our resources
  • You will support the APAC leadership team in driving system change, understanding market & team dynamics and proactively designing solutions to solve our biggest go to market problems from an order management perspective
  • You will partner with Sales and other cross-functional teams including
  • You will become an expert advisor to internal teams on media planning (pre-sales), pricing strategies, internal systems and the creation & execution of high value deals
Qualifications for desk strategist
  • Master’s Degree or above in computer science/engineering, statistics, mathematics, physics or related fields
  • Good understanding of derivatives products in asset classes including rates, credit, foreign exchange, equities, and commodities
  • Knowledge of financial markets, in particular, understanding of the futures market, and financial mathematics a plus
  • Strong academic background in a relevant field - mathematics, statistics, engineering, or computer science, including a strong quantitative understanding of statistics and probability
  • Extensive understanding of key analytics methods
  • Practical experience in applying cutting-edge statistical techniques to large, complex datasets in order to solve business problems
3

Desk Strategist Job Description

Job Description Example
Our company is looking for a desk strategist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for desk strategist
  • You will ensure the APAC sales teams receive communication and education on any upcoming system changes and drive adoption and collection
  • You will train, mentor and educate other members of the Deal Desk global team to provide excellent support to the field
  • Available to travel across APAC market
  • Build and implement long term analytical models for the Firm/Client Financing Desks to ensure proper valuation and risk management of positions (Repos and Hedges)
  • Build and implement models to manage collateral use in a way that maximizes profit while ensuring adherence to regulations on capital use
  • Perform development work to insure compliance with regulatory requirements for XVA (external and internal)
  • Support the desk's daily trading and risk management activities
  • Develop tools and analytics for the desk to price and risk manage the positions
  • The successful candidate will support the APAC Deal Desk team and act as a strategic partner to our sales organization
  • They will work in a queue-based environment to review requests for enabling Online accounts for invoicing
Qualifications for desk strategist
  • Strong Developer in of C++, Java, KDB/Q
  • Good understanding of Risk Neutral pricing framework
  • Experience of front office work environment
  • Experience with C++ or Scala programming language
  • Master’s degree or higher in Statistics, Mathematics, Physical Sciences, Computer Science, Engineering or related Quantitative Science field or equivalent
  • Electronic trading or systematic trading experience a distinct advantage
4

Desk Strategist Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of desk strategist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for desk strategist
  • Other Deal Desk adhoc duties may be required
  • Provide consultative support to sales representatives on the sales process via email, telephone, and in-person
  • Educate sales representatives on processes, and best practices, to improve performance and release sales capacity to core sales activities
  • Represent the backend sales process for the sales organization
  • Build working relationships cross functionally that will help resolve special requests from clients/sales representatives
  • Be an expert in LinkedIn’s CRM and ERP systems
  • Generate and analyze sales reports that provide insights into improvement opportunities for sales representatives and the wider sales operations function
  • Identify, scope, and deliver process and systems changes that improve operations for the sales organization
  • Adapt to new business processes on a week to week basis
  • Implementing new mortgage models for deployment into production environment
Qualifications for desk strategist
  • Knowledge of regulatory capital rules as for Fixed Income products is desirable but not required
  • Macro product knowledge preferred
  • Expert development skills with experience across a range of languages including C++, C#, Java…etc
  • Exposure to probability and statistical data analysis
  • Experience with data analysis environments Matlab, R or similar
  • Time series analysis and machine learning experience would be advantageous
5

Desk Strategist Job Description

Job Description Example
Our growing company is looking to fill the role of desk strategist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for desk strategist
  • Conducting large scale data analysis
  • Monitoring, maintaining and enhancing production process
  • Developing new infrastructure for mortgage simulation models
  • Maintaining existing model codes, debugging and solving emerging production issues
  • Responsible for providing in depth transaction analysis and providing additional analytical insights that will help in the decision-making process
  • Collaboration with trading desks to identify commercial opportunities
  • Ongoing maintenance of existing models and research into new models
  • Collaboration with IT, QA and other teams to co-ordinate delivery of new functionality
  • Co-ordination with independent risk and control functions
  • Daily support for pricing and risk queries from trading and sales
Qualifications for desk strategist
  • Experience of a financial trading environment is preferred
  • Deep familiarity with company business / strategy assessment, financial statement analysis, financial modelling, corporate finance and accounting
  • Understanding of leveraged loans / HY bonds and issues related to leveraged capital structures (covenants, credit metrics, etc)
  • Background in accounting / corporate finance / equity research / leverage finance or similar roles
  • Ability to assess risk/reward trade off and formulate executable trade ideas
  • Ability to carry out complex analysis in the context of a noisy environment

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