Senior Operations Associate

JR United Kingdom; Maidstone; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading quantitative investment firm seeks an Onboarding Manager to oversee the seamless onboarding of portfolio managers and their trading strategies. This role, pivotal in ensuring operational excellence, requires 4-7 years of relevant experience and expertise in managing complex onboarding processes across teams. Join a Certified B Corporation known for fostering collaboration and professional growth.

Qualifications

• 4-7 years in operations, onboarding, or related roles.
• Proficient in Excel, SQL, and relevant operational software.
• Ability to work in a fast-paced, high-pressure environment.

Responsibilities

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

Skills

Project Management

Operational Expertise

Interpersonal Skills

Communication Skills

Problem Solving

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 funds. It will also have 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 compliance, legal, IT, risk, and operations teams to meet onboarding requirements.
• Facilitate the establishment of trading accounts and ensure compliance with counterparty requirements.
• Oversee data integrations, execution workflows, and performance monitoring setups for new teams.
• Document and configure trading systems and platforms.
• Develop and maintain onboarding project plans, timelines, and deliverables.
• Serve as the primary contact for onboarding queries and provide updates to stakeholders.
• Liaise with brokers, exchanges, and data providers for smooth onboarding.
• Maintain communication channels with portfolio managers to address their 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 relevant financial and operational software; experience with OMS/EMS systems is a plus.
• Strong interpersonal and communication skills to collaborate across teams and regions.
• Ability to work effectively 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. Recognized as a Great Place to Work, we foster professional growth and collaboration.