Senior Operations Associate

JR United Kingdom; Exeter; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading quantitative investment firm seeks an Operations Manager to streamline the onboarding of portfolio managers and their trading strategies. This pivotal role involves project management, liaison with various teams, and a focus on operational efficiency within a dynamic financial context.

Qualifications

• 4-7 years of experience in operations or onboarding within hedge funds or asset management.
• Proficiency in tools like Excel and SQL, related to operational roles.
• Strong interpersonal skills for cross-team collaboration.

Responsibilities

• Manage end-to-end onboarding processes for new portfolio managers.
• Coordinate with internal teams to meet onboarding requirements.
• Develop and maintain detailed onboarding project plans and timelines.

Skills

Communication

Project Management

Operational Expertise

Tools

Excel

SQL

OMS/EMS Systems

Job description

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Coopman Search and Selection is 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 funds. 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 alignment with counterparty requirements.
• Oversee data integrations, execution workflows, and performance monitoring setups for new teams.
• Document and configure trading systems and platforms properly.
• Develop and maintain detailed onboarding project plans, timelines, and deliverables.
• Serve as the primary contact for onboarding queries and provide regular updates to stakeholders.
• Coordinate with external brokers, exchanges, and data providers for smooth onboarding.
• Maintain strong communication with portfolio managers to address their needs and requirements.

Experience Required:

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

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

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