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- Tasks: Manage onboarding for portfolio managers and ensure smooth trading setups.
- Company: Join a leading quantitative investment firm committed to sustainable business practices.
- Benefits: Enjoy a collaborative culture, professional growth opportunities, and a focus on sustainability.
- Why this job: Be part of a dynamic team in a fast-paced environment with a positive social impact.
- Qualifications: 4-7 years in operations or onboarding within finance; Excel and SQL skills required.
- Other info: Work for a Certified B Corporationâ„¢ and a Great Place to Workâ„¢.
The predicted salary is between 43200 - 72000 £ per year.
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.
As a Certified B Corporationâ„¢, 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 Workâ„¢, we ensure our workplace is one that fosters professional growth and collaboration.
Contact Detail:
Coopman Search and Selection | B Corp Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Operations Associate
✨Tip Number 1
Familiarise yourself with the specific onboarding processes used in the hedge fund and asset management sectors. Understanding the nuances of these processes will help you demonstrate your operational expertise during interviews.
✨Tip Number 2
Network with professionals already working in operations within quantitative investment firms. Engaging with them can provide insights into the role and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Brush up on your knowledge of trading systems and platforms, especially OMS/EMS systems. Being able to discuss these tools confidently will show your genuine interest in the trading environment and your readiness for the role.
✨Tip Number 4
Prepare to showcase your project management skills by thinking of examples where you've successfully managed complex projects. Highlighting your ability to coordinate with multiple teams will be crucial in demonstrating your fit for this position.
We think you need these skills to ace Senior Operations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operations, onboarding, and project management. Emphasise your familiarity with the hedge fund or financial services industry, as well as any specific tools like Excel or SQL.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, particularly your ability to manage onboarding processes and collaborate with diverse teams.
Showcase Relevant Skills: When detailing your experience, focus on your operational expertise and any project management skills. Highlight instances where you've successfully managed onboarding processes or worked in fast-paced environments, as these are crucial for this role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in operations roles.
How to prepare for a job interview at Coopman Search and Selection | B Corp
✨Understand the Role
Make sure you have a clear understanding of the Senior Operations Associate role and its responsibilities. Familiarise yourself with the onboarding processes for portfolio managers and the specific requirements of the trading environment.
✨Showcase Your Experience
Highlight your relevant experience in operations or onboarding within the hedge fund or financial services industry. Be prepared to discuss specific projects you've managed and how they relate to the responsibilities of this role.
✨Demonstrate Communication Skills
Since the role involves liaising with various teams and stakeholders, showcase your strong interpersonal and communication skills. Prepare examples of how you've successfully collaborated with diverse teams in the past.
✨Prepare for Technical Questions
Brush up on your knowledge of tools like Excel and SQL, as well as any experience you have with OMS/EMS systems. Be ready to answer technical questions that may arise during the interview to demonstrate your proficiency.
