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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: This is a newly created role with significant responsibilities and growth potential.
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 directly to the Operations Manager based in London. This newly created role will play a pivotal part in ensuring the seamless onboarding of portfolio managers (PMs) and their trading strategies within the global organisation. It 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 the 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 us.
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 and incorporate the interests of all our stakeholders to grow in the most sustainable manner. As a recognised Great Place to Work™, we ensure our workplace fosters professional growth and collaboration.
Senior Operations Associate employer: Coopman Search and Selection | B Corp™
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 operational processes involved in onboarding portfolio managers. Understanding the nuances of account setup, compliance requirements, and trading infrastructure will give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the hedge fund and asset management sectors. Engaging with individuals who have experience in operations or onboarding can provide valuable insights and potentially lead to referrals for the role.
✨Tip Number 3
Brush up on your technical skills, particularly in Excel and SQL. Being able to demonstrate proficiency in these tools during discussions can set you apart from other candidates and show your readiness for the role.
✨Tip Number 4
Prepare to discuss your experience in managing projects and collaborating with diverse teams. Highlighting specific examples of how you've successfully navigated complex onboarding processes will resonate well with the hiring team.
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 any specific roles you've had in the hedge fund or financial services industry, as well as your proficiency with tools like Excel and SQL.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the responsibilities outlined in the job description, particularly your experience with onboarding processes and collaboration across teams.
Showcase Relevant Skills: When detailing your experience, focus on your operational expertise and any project management skills. Mention specific examples of how you've successfully managed onboarding processes or worked with diverse teams in high-pressure environments.
Highlight Communication Abilities: Given the importance of communication in this role, provide examples of how you've effectively liaised with stakeholders, portfolio managers, or external partners. This will demonstrate your interpersonal skills and ability to maintain strong communication channels.
How to prepare for a job interview at Coopman Search and Selection | B Corp™
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Senior Operations Associate. Familiarise yourself with the onboarding processes for portfolio managers and the specific requirements of the trading environment. This will help you demonstrate your knowledge during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in operations or onboarding within the financial services industry. Highlight specific projects where you managed end-to-end processes, as this will show your capability to handle the responsibilities of the role.
✨Demonstrate Communication Skills
Since the role involves liaising with various teams and stakeholders, be ready to showcase your strong interpersonal and communication skills. Provide examples of how you've successfully collaborated with diverse teams in the past.
✨Be Ready for Technical Questions
Brush up on your knowledge of tools like Excel and SQL, as well as any relevant operational software. Be prepared to answer technical questions or even solve problems on the spot to demonstrate your proficiency.
