Client Service Analyst - Optimisation

Overview

Job Overview

The triReduce and triBalance Optimization team is a global, cross-functional unit responsible for delivering critical portfolio compression and risk rebalancing services to the world’s leading financial institutions.

We are seeking a high-caliber professional to manage the end-to-end execution of these service cycles. This role requires a client-first mindset, combining technical data proficiency with the ability to manage high-touch institutional relationships. As the primary point of contact, you will act as a trusted advisor to our clients, ensuring excellence in service delivery while bridging the gap between Sales, Product Management, and Software Development.

Responsibilities

Service Execution & Client relationship management

• Manage the full client lifecycle during each cycle, ensuring all client inquiries are handled with urgency, precision, and a deep understanding of their specific business needs.

• Operate our optimization engine to generate deal proposals that align with client-specific objectives.

• Process and validate large-scale OTC trade portfolios, ensuring the accuracy of trade data, valuations, and risk vectors.

• Conduct sensitivity analyses to demonstrate the impact of varying data inputs or risk constraints on client outcomes.

Client Onboarding & Technical Expertise

• Serve as the technical subject matter expert (SME) in client meetings and calls, supporting the Sales team in explaining the value proposition and mechanics of the service.

• Facilitate client onboarding by executing scenario simulations, presenting results, and conducting technical training for new users.

Process Improvement

• Act as a vital feedback loop for Software Development; identifying bugs, proposing feature enhancements based on client behavior, and assisting in new releases.

• Proactively identify opportunities to enhance operational efficiency and service quality as well as analyzing statistics to drive business growth

• Translate client feedback and behavioral trends into actionable insights for the Product and Development teams to drive innovation.

Qualifications & Professional Profile

• Proactive Ownership: A proven track record of taking initiative. A successful candidate anticipates client needs and proposes solutions before being asked.

• Technical Proficiency: Strong analytical skills with the ability to manipulate raw data using advanced spreadsheet tools and editors. Proficiency in MySQL and Python is highly advantageous for automating workflows.

• Domain Expertise: A functional understanding of OTC Derivatives, particularly within the Rates and FX asset classes. Knowledge of capital adequacy requirements and portfolio risk is a plus.

• Communication: The ability to distill complex financial and technical concepts into clear, actionable insights for diverse audiences, from technical developers to senior bank executives

• Educational Background: A degree in Finance, Mathematics, Engineering, or a related quantitative field is preferred

Location: New York, USA

Salary: 70,000 - 80,000 / gross salary per year

Our benefits include:

• 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: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. OSTTRA has perks for your partners and little ones, too, with some

• best-in class benefits for families.

About OSTTRA

Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset.

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 optimisation, 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 www.osttra.com.