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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 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 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.”41bf1e1f-b16b-4260-a40a-17c77a06fd15
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 onboarding processes used in the hedge fund industry. Understanding the nuances of how portfolio managers are integrated into trading systems will give you an edge during interviews.
✨Tip Number 2
Network with professionals already working in operations within financial services. 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 technical skills, especially in Excel and SQL. Being able to demonstrate your proficiency in these tools during discussions can set you apart from other candidates.
✨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 within the hedge fund or financial services industry. Use specific examples that demonstrate your expertise in managing onboarding processes and working with diverse teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the trading environment and your passion for operational excellence. Mention how your skills align with the key responsibilities of the role and express your enthusiasm for contributing to the firm's success.
Highlight Technical Skills: Emphasise your proficiency in tools like Excel and SQL, as well as any experience with OMS/EMS systems. Providing concrete examples of how you've used these tools in previous roles can strengthen your application.
Showcase Communication Skills: Since the role requires strong interpersonal skills, include examples in your application that demonstrate your ability to communicate effectively with various stakeholders. This could be through successful project collaborations or resolving onboarding challenges.
How to prepare for a job interview at Coopman Search and Selection | B Corp™
✨Understand the Role
Make sure you have a solid grasp of the responsibilities outlined in the job description. Familiarise yourself with the onboarding processes for portfolio managers and the specific tools mentioned, like Excel and SQL. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Experience
Prepare to discuss your previous roles in operations or onboarding within the financial services industry. Highlight specific examples where you've successfully managed projects or collaborated with diverse teams, as this aligns with the key requirements of the position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's trading strategies and how they integrate new portfolio managers. This shows your genuine interest in the role and helps you understand the company’s culture and expectations better.
✨Demonstrate Adaptability
Given the fast-paced nature of the role, be ready to share examples of how you've thrived in high-pressure environments. Discuss any experiences where you had to adapt quickly to changes or challenges, showcasing your resilience and problem-solving skills.
