Senior Operations Associate

JR United Kingdom; Peterborough; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading quantitative investment firm is seeking a Senior Operations Associate to manage onboarding processes for portfolio managers. The ideal candidate will have operational expertise, project management skills, and 4-7 years of relevant experience in financial services. This role involves coordinating compliance, legal, and IT teams, requiring strong communication skills and the ability to thrive in a fast-paced environment.

Benefits

Professional growth opportunities

Collaboration in a Great Place to Work environment

Qualifications

• 4-7 years in operations, onboarding, or related roles within hedge funds.
• Experience in a financial services environment is required.
• Ability to work in fast-paced, high-pressure scenarios.

Responsibilities

• Manage onboarding processes for new portfolio managers.
• Coordinate with various teams to fulfill onboarding requirements.
• Establish trading accounts and oversee data integration.

Skills

Proficiency in Excel

Proficiency in SQL

Strong communication skills

Project management skills

Interpersonal skills

Tools

Financial software

OMS/EMS

Job description

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Senior Operations Associate, Peterborough

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Client:

Coopman Search and Selection | B Corp

Location:

Peterborough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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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 understanding of or interest in trading and hedge funds. The role also involves broader middle office responsibilities.

Key Responsibilities:

• Manage onboarding processes for new portfolio managers, including account setup, infrastructure, and connectivity.
• 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, execution workflows, and performance monitoring setups.
• Document and configure trading systems and platforms.
• Create and maintain onboarding project plans, timelines, and deliverables.
• Serve as the main contact for onboarding queries and update stakeholders regularly.
• 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 and interpersonal skills for collaboration across teams and regions.
• Ability to work effectively in fast-paced, high-pressure environments.

For confidential discussions or more information, please 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.