Senior Operations Associate

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

Job summary

A leading quantitative investment firm is seeking an Onboarding Manager to ensure the seamless integration of portfolio managers into the organization. This role involves managing onboarding processes, coordinating efforts across teams, and overseeing trading account setups. Candidates should have 4-7 years of relevant experience within hedge funds or asset management, along with strong project management skills.

Qualifications

• 4-7 years of experience in operations or onboarding roles in financial services.
• Experience with financial and operational software including Excel and SQL.

Responsibilities

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

Skills

Project Management

Communication

Excel

SQL

Tools

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 organisation. 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 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 onboarded teams.
• Document and configure trading systems and platforms appropriately.
• Develop and maintain onboarding project plans, timelines, and deliverables.
• Serve as the primary contact for onboarding queries and provide regular stakeholder updates.
• Coordinate with external brokers, exchanges, and data providers for smooth onboarding.
• Maintain 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 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 further information, please contact [emailprotected]

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