Senior Operations Associate

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

Job summary

A leading quantitative investment firm is seeking an Operations Onboarding Specialist to facilitate the onboarding of portfolio managers and their trading strategies. This newly created role plays a crucial part in coordinating various internal and external teams to ensure a seamless setup for new portfolio managers. The firm is committed to sustainability and recognizes its reputation as a Great Place to Work.

Qualifications

• 4-7 years of experience in operations or onboarding in hedge funds or asset management.
• Proficiency in Excel and SQL, experience with financial software.
• Ability to thrive in fast-paced environments.

Responsibilities

• Manage the onboarding processes for portfolio managers.
• Coordinate with internal teams like compliance and IT.
• Develop and maintain detailed onboarding project plans.

Skills

Project Management

Operations Expertise

Interpersonal Skills

Communication Skills

Data Integration

Financial Software Proficiency

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 interest or understanding of trading and hedge fund environments. Broader responsibilities across the middle office are also included.

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, ensuring 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.
• Act as the primary contact for onboarding-related queries and provide regular stakeholder updates.
• Liaise with external brokers, exchanges, and data providers for smooth onboarding.
• Maintain strong 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, with the ability to collaborate 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 differently, valuing sustainability and stakeholder interests. Recognized as a Great Place to Work, we foster professional growth and collaboration.