At a Glance
- Tasks: Oversee trade desk operations and collaborate with teams on trade execution and reporting.
- Company: Join a diverse and inclusive firm committed to equity and innovation.
- Benefits: Competitive salary, performance bonuses, health benefits, and wellness events.
- Other info: Opportunities for mentorship and career growth in a fast-paced setting.
- Why this job: Make an impact in finance while developing your skills in a dynamic environment.
- Qualifications: 3-5 years of experience in trading operations and strong Excel/VBA skills.
The predicted salary is between 100000 - 150000 £ per year.
Oversee end-to-end trade desk operations, including execution, allocation, settlement, and reconciliation across equities, fixed income, FX, and derivatives.
Execute single and block equity trades across multiple institutional managed accounts.
Collaborate with Portfolio Managers, Operations, and Compliance teams.
Manage trade reporting, allocations, and reconciliations to maintain accurate portfolio records.
Deep working knowledge of prime brokerage relationships and collateral management processes.
Monitor portfolio cash levels to ensure sufficient liquidity for current and forward investment needs.
Manage capital calls, collateral positions, and cash movements across custodial and prime brokerage accounts.
Administer trade desk infrastructure, including OMS/EMS integrations, counterparty connectivity and data transmissions.
Support the operational launch and ongoing management of new fund products.
Develop and maintain proprietary VBA/Excel tools.
Prepare monthly, quarterly, and annual reports for Portfolio Management, Financial Reporting, and Compliance teams.
Assist with fund audits and regulatory filings.
Communicate with internal stakeholders, brokers, vendors, and external partners.
Provide mentorship and guidance to junior team members across trade operations.
Technical Skills & Experience
- Attention to detail, organizational discipline, and the ability to manage competing priorities in a fast-paced environment.
- Advanced proficiency in Excel and VBA (automation, data management, macros).
- Strong understanding of the trade lifecycle and multi-asset workflows.
- Experience with Order and Execution Management Systems (OMS/EMS): LSEG AlphaDesk, Instinet Newport (multi-asset), FXall (FX trading), TWS (Trader Workstation).
- Knowledge of prime brokerage operations and workflows.
Education
- Master’s Degree or Equivalent would be considered an asset.
- Bachelor’s Degree/College Diploma.
- Canadian Securities Course.
- Trader Training Course.
- Conduct and Practices Handbook.
Work Experience
3 – 5 years of related experience at a mutual fund company, dealership or brokerage firm in progressively increasing levels of responsibility.
At Portland, we support diversity and equity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family status, physical or mental disability. We respect the dignity and independence of persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If contacted for an interview, please inform us should any accommodation be required.
The base salary range for this position is $100,000 to $150,000. In addition, we provide a discretionary performance bonus, group health benefit plan, RSP matching, on-site free underground parking, as well as social and wellness events.
Supervisor, Trading Operations in Newport employer: Mandeville Private Client Inc.
At Portland, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation in the financial sector. Our commitment to diversity and inclusion ensures that every employee feels valued and supported, while our comprehensive benefits package, including performance bonuses and wellness events, promotes both professional growth and personal well-being. Located in a vibrant area, we provide ample opportunities for mentorship and career advancement, making us an ideal choice for those seeking meaningful and rewarding employment in trading operations.
Contact Details:
Mandeville Private Client Inc. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Supervisor, Trading Operations in Newport
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We think you need these skills to ace Supervisor, Trading Operations in Newport
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