Overview
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
We are seeking a motivated and detail-oriented FX Sales Analyst to join our dynamic Foreign Exchange team. This is a developmental analyst position designed to build foundational FX sales and operations expertise with a pathway to client-facing sales roles. The analyst will support the Corporate FX Sales team (nine salespeople) with operational tasks, client service coordination, and sales support while developing the skills necessary for a career in Corporate FX sales. The ideal candidate will be a self-starter with strong analytical abilities, exceptional organizational skills, and a team-first mentality. This is a hybrid role based in San Francisco with a significant in-office presence required for collaboration and training. Travel (10-20% of the time) may be required for client events and team activities.
This is a developmental analyst position designed to build foundational FX sales and operations expertise. Analysts who demonstrate strong performance may have the opportunity to transition into client-facing sales roles, though advancement is dependent on performance, readiness, and business needs.
Responsibilities
Learning and Sales Development:
• Shadow senior salespeople on client calls and meetings to develop sales acumen and client relationship skills
• Develop foundational knowledge of FX products, pricing, and risk management through on-the-job training
• Build relationships with internal partners across Product, Trading, Credit, and Operations
• Gradually expand responsibilities and client-facing activities based on performance and readiness
• Participate in client discovery conversations to understand business needs and FX opportunities
Sales Support:
• Assist senior salespeople with preparation for client meetings (materials, research, logistics)
• Support planning and execution of client events (logistics, invitations, budget tracking)
• Gather market intelligence and competitive data to support sales strategy
• Prepare presentation materials and client-facing documents as needed
• Assist with CRM hygiene and data management (call reports, opportunity tracking, contact updates)
Client Service Coordination:
• Respond to routine client inquiries regarding trade status, payment tracking, and account services
• Coordinate with internal partners (Product, Credit, Operations) to gather information for client requests
• Support relationship management activities for assigned client segments
Operational Support:
• Investigate and resolve payment issues, including wire tracking, trade confirmations, and settlement exceptions
• Execute buybacks, amendments, and trade corrections under supervision
• Serve as primary liaison between Sales and Middle Office/Operations teams to expedite issue resolution
• Support trade booking and transaction workflow when senior salespeople are unavailable or out of office
• Monitor and assist with compliance requirements for client transactions
Strategic Project Participation:
• Contribute to team-wide sales initiatives and campaigns
• Assist with data analysis and reporting for sales performance tracking
• Participate in cross-functional projects as assigned
Qualifications
Bachelor's Degree and 1 years of experience OR High School Diploma or GED and 5 years of experience.
Preferred Qualifiactions:
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and organizational skills
• Professional written and verbal communication skills
• Ability to work effectively in a fast-paced, dynamic environment
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook)
• Team-first attitude and willingness to handle operational tasks
• Proactive mindset with a "bias toward action"
• Interest in developing sales and client relationship skills
• Basic understanding of financial markets and foreign exchange concepts
• Familiarity with Bloomberg or other financial analysis tools
• Prior experience in banking operations or client service roles
• Demonstrated interest in capital markets or institutional sales
The base pay for this position is generally between 53.84/hr and $71.63/hr. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
