Senior Operations Associate

JR United Kingdom; Colchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading quantitative investment firm is looking for an Operations Specialist to oversee the onboarding of portfolio managers and their trading strategies. This pivotal role involves operational expertise and project management skills, working closely with various internal and external parties to ensure a seamless onboarding experience. The ideal candidate will have 4-7 years of experience in financial services, strong communication skills, and a collaborative approach. Join a company that values sustainability and professional growth.

Qualifications

• 4-7 years of experience in operations or onboarding in hedge funds or asset management.
• Experience with financial operational software.
• Capability to thrive in high-pressure environments.

Responsibilities

• Manage end-to-end onboarding processes for new portfolio managers.
• Coordinate with compliance, legal, IT, and risk teams.
• Develop and maintain onboarding project plans and timelines.

Skills

Project Management

Operational Expertise

Interpersonal Skills

Communication Skills

Analytical Skills

Tools

Excel

SQL

OMS/EMS Systems

Job description

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Coopman Search and Selection are delighted to partner exclusively with a leading quantitative investment firm focused on systematic trading strategies in global markets. The role will report directly to the Operations Manager based in London.

This is a newly created role that will play a pivotal part in ensuring the seamless onboarding of portfolio managers (PMs) and their trading strategies within the organization. The role requires operational expertise, project management skills, and an understanding or interest in trading and hedge fund environments. It will also encompass broader responsibilities across the middle office.

Key Responsibilities:

• Manage end-to-end onboarding processes for new portfolio managers, including account setup, infrastructure, and connectivity for trading.
• Coordinate with internal teams such as compliance, legal, IT, risk, and operations to meet onboarding requirements.
• Facilitate the establishment of trading accounts and ensure they meet counterparty requirements.
• Oversee data integrations, execution workflows, and performance monitoring setups for onboarded teams.
• Ensure proper documentation and configuration of trading systems and platforms.
• Develop and maintain detailed onboarding project plans, timelines, and deliverables.
• Act as the primary contact for onboarding queries and provide updates to stakeholders.
• Liaise with external brokers, exchanges, and data providers to ensure smooth onboarding.
• Maintain communication channels with portfolio managers to address specific needs.

Experience Required:

• 4-7 years of experience in operations, onboarding, or related roles within hedge funds, asset management, or financial services.
• Proficiency in Excel, SQL, and other financial and operational software; experience with OMS/EMS systems is advantageous.
• Strong interpersonal and communication skills for collaboration across teams and regions.
• Ability to thrive in a fast-paced, high-pressure environment.

For a confidential discussion or more information, please contact [emailprotected]

As a Certified B Corporation, we operate with a focus on sustainability and stakeholder interests. Recognised globally as a company that does good, we value professional growth and collaboration, fostering a great workplace environment.