Trading and Operations Analyst

Job Description

The Trading & Operations Analyst plays a critical role in portfolio management, trade execution, and business development for EFGAM’s U.S. Growth Equities team. Responsibilities include:

• Executing trades across multiple platforms using the Order Management System (OMS—Charles River) and ensuring best execution.
• Support for the onboarding and maintenance of separately managed accounts and platform relationships (e.g., Envestnet and Pershing).
• Serves as a key operational partner for portfolio managers, sales, risk, compliance, and other stakeholders.
• Implementation of process improvements and automation initiatives to support the scalable growth of the U.S. growth equities platform.

Tasks and responsibilities

The duties and responsibilities include:

• Trading and Portfolio Management: Managing trade execution across multiple products and platforms, ensuring that portfolio decisions are implemented accurately and in a timely manner.
• Operations and Platform Management: Overseeing and maintaining the accurate and timely booking of portfolio trades, including separately managed accounts and platform relationships.
• Sales Support, Reporting, and Marketing: Providing high-quality support to portfolio managers and sales teams by generating client performance metrics and analyses.
• Automation, Innovation, and Process Improvement: Reviewing workflows and monitoring trading and reporting processes; implementing automation initiatives.

Requirements and qualifications

The requirements and qualifications include:

• A degree in a quantitative, financial, financial engineering, engineering, statistical, or related field.
• 2–5 years of experience in a quantitative, trading, or investment operations role, ideally in asset management, private wealth management, or a similar environment.
• Technical and Product Knowledge: Direct experience with OMS (e.g., Charles River) or a similar order management system.

We offer

A supportive environment where your circumstances are respected and addressed on an individual basis. A wide range of opportunities for professional development and growth within an expanding company.