Senior Operations Associate

JR United Kingdom; Guildford; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading quantitative investment firm is seeking an Onboarding Manager to lead the onboarding of new portfolio managers in a dynamic trading environment. The role involves extensive coordination across teams and requires strong operational and project management expertise. As part of a forward-thinking company with a focus on sustainability, you will be instrumental in ensuring seamless integration into the trading framework while fostering a collaborative work culture.

Qualifications

• 4-7 years of experience in operations or onboarding within hedge funds or asset management.
• Proficiency in Excel and SQL; knowledge of OMS/EMS systems is a plus.
• Strong interpersonal skills and ability to work in a high-pressure environment.

Responsibilities

• Manage onboarding processes for portfolio managers, including account setup and infrastructure.
• Coordinate with compliance, IT, and operations teams to meet onboarding requirements.
• Establish trading accounts and maintain communication with portfolio managers.

Skills

Project Management

Operational Expertise

Communication Skills

Team Collaboration

Tools

Excel

SQL

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 interest or understanding of the trading and hedge fund environment. It also encompasses 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 new 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 facilitate smooth onboarding.
• Maintain strong communication channels 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, with the ability to collaborate across teams and regions.
• Ability to thrive in a fast-paced, high-pressure environment.

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

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