Equity Delta One Strategist

Societe Generale; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Societe Generale seeks a skilled Delta One specialist to deliver market insights, trade ideas, and investment solutions for institutional clients in New York. You will partner with Equity Sales to identify opportunities, develop quantitative analyses, and produce thought leadership materials to support client conversations and strategic opportunities.

The role requires 3+ years in financial analysis or related markets, strong Delta One knowledge, and the ability to present complex ideas to

Qualifications

• Must have at least 3 years of professional experience as a Financial Analyst, Investment Analyst, or similar role.
• Experience in Equity Derivatives, Delta One, Prime Services, Equity Financing, QIS, Sales, Trading, Structuring, or related Markets role.
• Strong understanding of Delta One products and market dynamics, including thematic baskets, equity financing, dividends, corporate actions, index strategies, and event-driven opportunities.
• Proven experience developing and presenting market insights, trade ideas, and investment solutions to institutional investors, including asset managers, hedge funds, pension funds, and insurance companies.

Responsibilities

• Develop and deliver Delta One market insights, trade ideas, and investment solutions across thematic baskets, funding costs, dividends, and related topics for institutional clients.
• Engage with equity sales teams and global clients to identify opportunities and tailor solutions.
• Produce market analyses, scenario studies, back tests, and quantitative assessments for client discussions and ideas development.
• Create regular market commentaries, publications, and thought leadership highlighting Delta One opportunities and equity derivatives trends.
• Collaborate with Sales, Trading, Structuring, and Marketing to originate and commercialize client solutions.
• Support marketing and distribution of Delta One capabilities through meetings, roadshows, and industry events.
• Act as SME on Delta One products and market dynamics, including equity financing and corporate events.

Skills

Client engagement

Market analytics

Equity derivatives

Delta One

Quantitative analysis

Backtesting

Communication

Presentation skills

Education

Bachelor's degree in Finance, Economics, Mathematics

CFA designation is a plus

Tools

Bloomberg

FactSet

SG Markets

Python

VBA

SQL

Job description

Responsibilities

• Develop and deliver actionable Delta One market insights, trade ideas, and investment solutions across thematic baskets, cost of funding, dividends, corporate events, and related equity financing opportunities for institutional clients.


• Engage in partnership with the equity sales with U.S. and global clients to identify investment opportunities, understand portfolio objectives, and provide tailored solutions that facilitate the expression of market views.


• Produce market analyses, scenario studies, back tests, and quantitative assessments to support client discussions and the development of investment ideas.


• Create and disseminate regular market commentaries, thematic publications, presentations, and thought leadership content highlighting opportunities within Delta One markets and broader equity derivatives rends.


• Collaborate closely with Sales, Trading, Structuring, and Marketing teams to originate, refine, and commercialize investment opportunities and bespoke client solutions.


• Support the marketing and distribution of Delta One capabilities through client meetings, conference calls, roadshows, seminars, industry conferences, and other client events.


• Act as a subject matter expert on Delta One products and market dynamics, including thematic baskets, equity financing, dividend strategies, and corporate event-driven opportunities.


• Conduct quantitative analyses and pricing studies to evaluate the attractiveness, feasibility, and implementation of investment strategies and client transactions.


• Develop and maintain analytical tools, databases, dashboards, and visualizations to monitor market trends, identify opportunities, and support client engagement efforts.


• Design and automate proprietary analytics and market indicators to facilitate idea generation, enhance client service, and improve internal decision-making processes.


• Partner with clients on complex investment and market-related topics, providing insights and customized solutions aligned with their investment objectives and risk considerations.


• Research emerging market themes, innovative investment approaches, and new Delta One opportunities to support business growth and deepen client relationships.

Responsibilities

• Develop and deliver actionable Delta One market insights, trade ideas, and investment solutions across thematic baskets, cost of funding, dividends, corporate events, and related equity financing opportunities for institutional clients.


• Engage in partnership with the equity sales with U.S. and global clients to identify investment opportunities, understand portfolio objectives, and provide tailored solutions that facilitate the expression of market views.


• Produce market analyses, scenario studies, back tests, and quantitative assessments to support client discussions and the development of investment ideas.


• Create and disseminate regular market commentaries, thematic publications, presentations, and thought leadership content highlighting opportunities within Delta One markets and broader equity derivatives rends.


• Collaborate closely with Sales, Trading, Structuring, and Marketing teams to originate, refine, and commercialize investment opportunities and bespoke client solutions.


• Support the marketing and distribution of Delta One capabilities through client meetings, conference calls, roadshows, seminars, industry conferences, and other client events.


• Act as a subject matter expert on Delta One products and market dynamics, including thematic baskets, equity financing, dividend strategies, and corporate event-driven opportunities.


• Conduct quantitative analyses and pricing studies to evaluate the attractiveness, feasibility, and implementation of investment strategies and client transactions.


• Develop and maintain analytical tools, databases, dashboards, and visualizations to monitor market trends, identify opportunities, and support client engagement efforts.


• Design and automate proprietary analytics and market indicators to facilitate idea generation, enhance client service, and improve internal decision-making processes.


• Partner with clients on complex investment and market-related topics, providing insights and customized solutions aligned with their investment objectives and risk considerations.


• Research emerging market themes, innovative investment approaches, and new Delta One opportunities to support business growth and deepen client relationships.

Required

Profile required

EXPERIENCE

• Must have at least 3 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title involving financial analysis, back tests and simulations of derivative/D1 strategies.


• Experience in Equity Derivatives, Delta One, Prime Services, Equity Financing, Quantitative Investment Strategies (QIS), Sales, Trading, Structuring, or a related Markets role.


• Strong understanding of Delta One products and market dynamics, including thematic baskets, equity financing, dividends, corporate actions, index strategies, and event-driven opportunities.


• Proven experience developing and presenting market insights, trade ideas, and investment solutions to institutional investors, including asset managers, hedge funds, pension funds, and insurance companies.

SKILLS

• Demonstrated ability to engage with clients on complex investment topics and translate market developments into actionable investment opportunities.


• Experience collaborating across Sales, Trading, Structuring, Research, and Marketing teams to originate and execute client solutions.


• Strong analytical and quantitative skills, with experience conducting backtesting, scenario analysis, and investment performance assessments.


• Experience producing client-facing marketing materials, market commentaries, investment presentations, and thought leadership content.


• Knowledge of equity derivatives, portfolio construction techniques, and risk management concepts.


• Experience using market data and analytics platforms such as Bloomberg, FactSet, SG Markets, or equivalent tools.


• Proficiency in Python, VBA, SQL, or other quantitative tools for data analysis, visualization, and automation is preferred.


• Strong communication and presentation skills, with the ability to explain complex financial concepts to sophisticated institutional investors.


• Demonstrated commercial mindset with a track record of supporting client engagement, business development, and revenue generation initiatives.

Preferred Education

• Bachelor's degree in Finance, Economics, Mathematics, Engineering, Statistics, Computer Science, or a related quantitative discipline.


• CFA designation is a plus.

Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE

At Societe Generale, 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. Societe Generale 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. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

DIVERSITY, INCLUSION & BELONGING (“DIB”)

Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/

COMPENSATION

Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.