Trading and Operations Analyst

Job Description

The Trading & Operations Analyst will play a key 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., Emerging and Pershing).
• Serves as a key operational partner for portfolio managers, sales traders, distributors, risk and compliance teams, 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.
• Platform Onboarding and Operations: Managing the onboarding process for new trading platforms and maintaining existing platforms.
• Sales support, reporting, and marketing: Providing high-quality support to portfolio managers, preparing presentations and analyses.
• Automation, Innovation, and Process Improvement: Identifying challenges, developing automation initiatives, and implementing process improvements.

Requirements and qualifications

The requirements and qualifications include:

• A degree in a quantitative, economic, financial, engineering, statistical, or related field.
• 2–5 years of experience in a quantitative, trading, or investment operations role, ideally in asset management, private banking, or a similar environment.

We offer

This position offers a dynamic environment where your contributions are valued and where both individual and collective growth are possible. The diversity of our teams is an important part of our corporate culture and fosters better decision-making and innovation.