Trade Operations Analyst

Wellington Management Company; Greater London; On-site; GBP 55,000 - 90,000; Full time

Job summary

Wellington Management in London is seeking a Trade Operations Analyst to join a fast-paced team, prioritizing multiple tasks while handling interruptions. The role focuses on problem solving and troubleshooting equity, fixed income, and FX trade issues.

You will interact with brokers, banks, and Wellington personnel; oversee service providers; and contribute to strategic projects to support new markets and asset types.

Qualifications

• Ability to work quickly and accurately under pressure
• Team-oriented with global collaboration
• Impeccable integrity with fiduciary mindset prioritising client interests
• Knowledge of equities, fixed income and FX preferred
• Proficiency in Microsoft Office (Word, Access, Excel)

Responsibilities

• Research and resolve equity, fixed income, and FX trade discrepancies by interacting with brokers, banks, and Wellington personnel
• Instruct trades and trade amendments to service providers when necessary
• Mitigate risk through strong procedural discipline and prudent judgement
• Oversee daily activities of external service providers (i.e. offshore resources, vendors)
• Contribute to strategic projects and initiatives, including understanding and relaying requirements for operational support of new markets or trade types
• Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets
• Assist other areas of the firm to support client needs and respond to general custody and trading inquiries
• Ad hoc tasks as assigned

Skills

SQL

PowerBI

Tableau

Excel macros

Co-pilot

Tools

Bloomberg

Omgeo TradeSuite

SWIFT

Job description

About Wellington Management

WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Position Overview

The position A Trade Operations Analyst will work as part of a team in a fast-paced, fluid environment where ability to prioritize multiple tasks while experiencing short-term interruptions are highly valued. The incumbent will work independently as well as collaboratively with colleagues around the world. The primary responsibility of a Trade Operations Analyst will be problem solving and troubleshooting trade issues.

Responsibilities

• Research and resolve equity, fixed income, and FX trade discrepancies by interacting with brokers, banks, and Wellington personnel
• Instruct trades and trade amendments to service providers when necessary
• Mitigate risk through strong procedural discipline and prudent judgement
• Oversee daily activities of external service providers (i.e. offshore resources, vendors)
• Contribute to strategic projects and initiatives, including understanding and relaying requirements for operational support of new things (e.g. markets, trade types) to help with prioritization of information technology needs
• Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets
• Assist other areas of the firm to support client needs and respond to general custody and trading inquires
• Ad hoc tasks as assigned

Experience and Qualifications

• Must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and can plan/prioritize tasks in a fluid environment.
• Team orientation and the ability to work in concert with external service providers and colleagues located around the world are essential.
• Successful candidates must have impeccable integrity, a fiduciary mindset, and the ability to consistently place the interest of our clients as the number one factor in judgment, decision-making and actions.
• Knowledge of equities, fixed income and foreign exchange is preferred but not required.
• Technical proficiency in SQL, PowerBI, Tableau, Excel macros, or Co-pilot is a value add.
• Experience with commonly used business applications such as Bank websites, ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT will be considered a plus.
• Strong analytical and problem-solving skills.
• Strong organizational, verbal, and written communication skills, with an emphasis on accuracy, concision, and timeliness.
• Relevant job experience preferred.
• Possess the ability to prioritize and multi-task under time pressure.
• Demonstrate the ability to be a self-starter and willingness to learn.
• Possess ability to ask questions and challenge status quo for process improvement.
• Personal qualities and values that are consistent with and would be additive to Wellington Management's culture as described in our culture statement.
• Knowledge of Microsoft Office (Word, Access, Excel) is required.

Eligibility and Diversity

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Location

London

Job Family

Trading