Senior Operations Associate

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

Job summary

A leading quantitative investment firm in the UK seeks an Onboarding Manager to oversee the onboarding processes for portfolio managers within their global operations. This pivotal role merges operational expertise with project management skills, and requires a passion for the trading and hedge fund environment. The successful candidate will manage internal collaborations, oversee data integrations, and ensure smooth communication across diverse teams. Ideal for a professional with 4-7 years of relevant experience looking to grow in a collaborative and sustainable workplace.

Qualifications

• 4-7 years of experience in operations or onboarding within hedge fund or financial services.
• Ability to thrive in fast-paced, high-pressure environments.

Responsibilities

• Manage end-to-end onboarding processes for new portfolio managers.
• Coordinate with compliance, legal, IT, and risk teams for onboarding requirements.
• Maintain strong communication with portfolio managers.

Skills

Operations

Project Management

Interpersonal Skills

Communication

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 focussed on systematic trading strategies in global markets. The role will report in directly into the Operations Manager who is based in London.

This role is a newly created role and will play a pivotal role in ensuring the seamless onboarding of portfolio managers (PMs) and their trading strategies within their global organisation. This role requires a blend of operational expertise, project management skills, and an understanding or interest in the trading and hedge fund environment. The role will also have broader responsibilities across middle office.

Key Responsibilities:

• Manage end-to-end onboarding processes for new portfolio managers, including setup of accounts, infrastructure, and connectivity for trading.
• Coordinate with internal teams, including compliance, legal, IT, risk, and operations, to ensure all onboarding requirements are met.
• Facilitate the establishment of trading accounts and ensure alignment with counterparty requirements.
• Oversee data integrations, execution workflows, and performance monitoring setups for newly onboarded 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 point of contact for onboarding-related queries and provide regular updates to stakeholders.
• Liaise with external brokers, exchanges, and data providers to facilitate smooth onboarding.
• Maintain strong communication channels with portfolio managers to address specific needs and requirements.

Experience Required:

• 4-7 years of experience in operations, onboarding, or a related role within the hedge fund, asset management, or financial services industry.
• 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 diverse teams and regions.
• Demonstrated ability to thrive in a fast-paced, high-pressure environment.
• Ability to adapt and thrive in a fast-paced, collaborative environment.

For a confidential discussion or for further information, please get in touch with [emailprotected]

As a Certified B Corporation, we take a different approach to how we do business. Recognised on an international scale as a company that operates for good, we value & incorporate the interests of all of our stakeholders to grow in the most sustainable manner. As a recognised Great Place to Work, we ensure our workplace is one that fosters professional growth and collaboration.”