DESK STRATEGIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Oct 22, 2024 – The Desk Strategist has experience in finance, billing, or contract review, and demonstrates strong Excel skills and the ability to manage multiple cases under tight deadlines with exceptional organization and attention to detail. Capable of collaborating effectively with sales, finance, and legal teams while communicating processes for business growth in a high-volume environment. The strategist has high energy and accountability to drive consistent, accurate case processing, with knowledge of CRM systems or Salesforce.

Essential Hard and Soft Skills for a Standout Desk Strategist Resume
  • Data Analysis
  • Market Research
  • Financial Modeling
  • Strategic Planning
  • CRM Software Proficiency
  • Project Management
  • Budgeting
  • Risk Assessment
  • Reporting Automation
  • Performance Metrics Tracking
  • Communication
  • Problem-Solving
  • Leadership
  • Adaptability
  • Critical Thinking
  • Collaboration
  • Time Management
  • Decision-Making
  • Emotional Intelligence
  • Negotiation

Summary of Desk Strategist Knowledge and Qualifications on Resume

1. BA in Finance with 3 years of Experience

  • Experience in the Financial industry, preferably with a major financial institution in a front office role related to an interest rate product trading desk.
  • Solid background in statistics and probability.
  • Extensive knowledge of interest rate products, familiar with option pricing theory.
  • Solid programming skills in Java/Python or other compiled languages.
  • Strong interest in the derivative business.
  • Ability to communicate abstract ideas with traders clearly and effectively.
  • Quick learner and hands-on team player with an open mind to new technologies.
  • Knowledge of crunching numbers and visualizing them from different aspects
  • A keen eye for detail with a track record of producing high-quality written communications for technical and non-technical audiences
  • Excellent interpersonal and communication skills 

2. BA in Business Administration with 5 years of Experience

  • Experience in a deal desk or contract management position
  • Experience reviewing and responding to redlines, drafting amendments, and working closely with a sales team and leadership.
  • Experience with Word and Google Docs, proficient in document editing, tracking changes, and comments
  • Experience with Excel and Google Sheets, proficient in use of standard calculations utilizing these tools
  • Experience working with multiple open tasks in parallel, engaging with multiple people and teams
  • A 'can-do' approach to deal negotiations, with the ability to consult with internal and external stakeholders
  • Knowledge of different contractual legal terms and structures of agreements, such as License Agreements, Order Forms, NDAs
  • Experience with writing, reading, and negotiating contracts, with strong attention to detail
  • Ability to critically review and analyze all contract elements and apply concepts across all negotiations
  • Experience with Salesforce, proficient in CRM and CLM
  • Strong time and project management skills with solid communication skills

3. BA in International Business with 2 years of Experience

  • Background in statistics, economics, and finance and interest in ML
  • Ability to travel to regional offices every quarter
  • Comfortable with change and an ability to thrive in a fast-moving environment  
  • Excellent interpersonal and communication skills  
  • Ability to learn quickly in a dynamic and collaborative environment  
  • Strong business acumen, organizational, and time management skills, and attention to detail
  • A strong commitment to working on a team and being professional
  • Proficient with Google and Microsoft Office products  
  • Experience with Salesforce and Oracle
  • Ability to process a high volume of transactions with accuracy and integrity 

4. BA in Marketing with 6 years of Experience

  • Recent experience as a desk strategist/quant in non-agency RMBS, CMBS, CLO, ABS, or Whole Loans
  • Experienced idea generator, able to pitch ideas internally and externally
  • Experience structuring or analyzing deal documentation
  • Demonstrate experience with REPO transactions on securitized products
  • Demonstrate project management experience
  • Working knowledge of capital/stress testing models
  • Working knowledge of Q/KDB, Python
  • Excellent quantitative skills and programming ability in a major language
  • Outstanding verbal and written communication skills
  • Strong self-motivation, and the ability to work with a strong sense of urgency while maintaining attention to detail

5. BA in Management Information Systems with 7 years of Experience

  • Smart and passionate team players who love facing challenging problems and believe in the power of collaboration.
  • Possess excellent communication skills and be flexible, proactive and pragmatic
  • Be hungry to learn and naturally inquisitive
  • Experience in buy-side or sell-side trading environments
  • Strong focus on automation with experience in using automation tools for workflow management, CI/CD, orchestration
  • Experience in designing and implementing robust technical solutions
  • Experience working with databases in particular strong SQL skills
  • Be able to multitask and prioritize workflow on a fast-paced trading floor
  • Love the challenge of solving problems with a knack for deploying practical and sometimes phased solutions
  • Experience working in a Linux environment
  • Understanding financial products and markets

6. BA in Economics with 3 years of Experience

  • Experience in Finance, Billing, or Contract Review with strong Excel skills
  • Be a quick learner, have exceptional organizational skills, attention to detail, and the ability to effectively prioritize work.
  • Able to collaborate with business partners in the sales organization as well as finance and legal teams. 
  • The ability to simultaneously manage multiple cases under tight timelines. 
  • Able to communicate effectively and act as a consultant on the processes for growing business.
  • Ability to work in a high-volume environment, and as a global team player
  • Strong communication skills both verbal and written
  • Accountable with strong attention to detail in a fast-paced environment
  • High energy – the ability to process multiple cases in a timely and accurate manner consistently
  • Any experience or knowledge with CRM systems or Salesforce
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