Trading and Operations Analyst

Job Description

The Trading & Operations Analyst will play a critical role in portfolio management, trade execution, and business development for EPFGAM’s U.S. Growth Equities team. - Executing trades across multiple platforms using our order management system (OMS)—Charles River—and ensuring best execution. - Assisting with the onboarding and maintenance of Separately Managed Accounts and platform relationships (e.g., Emerald and Pershing). - Serving as a key operational partner for portfolio managers, traders, distributors, risk, compliance, and other stakeholders. - Driving process improvements and automation initiatives to support the scalable growth of the US Growth Equities platform.

Tasks and responsibilities

The role involves the following tasks:

• Handling trade executions across multiple products and platforms to ensure the accurate and timely implementation of portfolio decisions.
• Monitoring of consolidated positions in simple portfolios, including separately managed accounts and platform relationships.
• Conducting daily cash management and maintaining portfolios within target ranges and investment guidelines.
• Lead or assist with quarterly best execution reviews to ensure strict compliance with internal standards and regulatory requirements.

Requirements and qualifications

The requirements for this role are:

• A degree in a quantitative, business, finance, engineering, statistics, or related field.
• 2–5 years of experience in a quantitative, trading, or investment operations role, or similar, ideally in asset management or a similar environment.
• Direct experience with OMS/EMS (Charles River) or a similar order management system is preferred.
• Familiarity with investment management platforms such as Exchange.

We offer

This role offers a dynamic environment where your contributions are valued, and where the individual and cultural diversity of our teams gives us a competitive edge by fostering better decisions and greater innovation.