Associate/VP – Client Services

Permanent contract|New York|Corporate & Investment banking

Associate/VP – Client Services

New York, United States Permanent contract Corporate & Investment banking


  • Leverage Adjustments - Approving all advances in lending to clients, ensuring that any advances to do not create breaches of contractual limits.
  • Equity Adjustments - Approving all releases of equity out of client portfolios, and ensuring clients are within the guidelines of their contractual limits.
  • Portfolio Modeling - Working with clients to maximize their ability to borrow, and to lower haircuts.
  • Portfolio Trading - Booking of all subscriptions and redemptions to initiate a workflow with the other groups to buy and sell hedge funds.
  • Risk Monitoring - Daily monitoring of client portfolios and structures, to ensure all clients are within the guidelines of their contractual limits.
  • Structural Booking – Booking all client structures within our proprietary software.
  • Website – Continual enhancements of our website.  Working closely with business analysts and technologists.
  • New Client Introduction – Introducing new clients to our platform.  Entails operational calls and memorandums.
  • Client Reporting – Monthly reporting of outstanding loans, cash and position valuations.

Profile required

  • BBA/BS/BA preferred
  • Proficient in Microsoft Office 2000
  • Excellent communication and presentation skills
  • Detail oriented with multi-tasking ability
  • Must be a team player; strong technical skills

Business insight

At SG, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. SG is committed to strengthening bonds with colleagues, communities and the world in which we live, because relationships are at the heart of how we operate.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000N2O
Entity: SG Americas Securities
Starting date: immediate
Publication date: 2021/09/13