Senior Operations Associate

JR United Kingdom; Chesterfield; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading quantitative investment firm is seeking a Senior Operations Associate to oversee onboarding for portfolio managers in Chesterfield. This role requires expertise in operations and project management, ensuring seamless integration of trading strategies within a high-paced environment. Join a B Corporation that values sustainability and professional growth.

Qualifications

• 4-7 years of experience in operations or onboarding roles.
• Proficiency in financial software, OMS/EMS experience is a plus.
• Ability to work in fast-paced environments.

Responsibilities

• Manage onboarding processes, including account setup for portfolio managers.
• Coordinate with compliance, legal, IT, and operations teams.
• Establish trading accounts ensuring compliance with requirements.

Skills

Excel

SQL

Communication

Project Management

Job description

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Senior Operations Associate, Chesterfield

Client: Coopman Search and Selection | B Corp

Location: Chesterfield, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

Coopman Search and Selection is partnering exclusively with a leading quantitative investment firm focused on systematic trading strategies in global markets. The role reports directly to the Operations Manager based in London.

This is a newly created role vital for onboarding portfolio managers and their trading strategies within the organization. It requires operational expertise, project management skills, and an interest in trading and hedge funds. Broader responsibilities include middle office functions.

Key Responsibilities:

• Manage onboarding processes for new portfolio managers, including account setup and infrastructure configuration.
• Coordinate with compliance, legal, IT, risk, and operations teams to meet onboarding requirements.
• Establish trading accounts and ensure compliance with counterparty requirements.
• Oversee data integration, workflow execution, and performance monitoring setups.
• Document and configure trading systems and platforms.
• Develop onboarding project plans, timelines, and deliverables.
• Serve as the main contact for onboarding queries and provide updates to stakeholders.
• Coordinate with brokers, exchanges, and data providers for smooth onboarding.
• Maintain communication with portfolio managers to address their needs.

Experience Required:

• 4-7 years in operations, onboarding, or related roles within hedge funds, asset management, or financial services.
• Proficiency in Excel, SQL, and relevant financial software; OMS/EMS experience is a plus.
• Strong communication skills and ability to collaborate across teams and regions.
• Ability to work effectively in fast-paced, high-pressure environments.

For confidential discussions or more information, contact [emailprotected]

As a Certified B Corporation, we operate for good, valuing sustainability and stakeholder interests. Recognized as a Great Place to Work, we foster professional growth and collaboration.