Trading and Operations Analyst

Job Description

The Trading & Operations Analyst role is a key part of the U.S. Growth Equities team and bridges the areas of portfolio management, trading, and business development. - Executing trades across multiple platforms using the order management system (CRMS – Charles River) and ensuring best execution. - Assisting with the setup and maintenance of Separately Managed Accounts and platform relationships (e.g., Envestnet and Pershing). - Serving as a key operational partner to portfolio managers, sales, 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:

• Trading and Portfolio Management:
  • Managing trade execution across multiple products and platforms to ensure the accurate and timely implementation of portfolio decisions.
  • Overseeing the management of customized portfolios, including separately managed accounts and platform relationships.
  • Performing daily cash management tasks and managing portfolios within target ranges and investment guidelines.
• Platform setup and operation:
  • Maintenance of existing platforms through regular maintenance, ALM reporting, and marketing/communications/integration.
  • Managing the entire setup process for new hardware accounts, serving as the primary point of contact between Operations, Portfolio Management, and Sales.
• Sales support, reporting, and marketing:
  • Providing support for the creation of customer performance metrics and analyses.
  • Preparing presentations and materials for potential clients.
  • Coordination and management of responses to RFPs and customized client inquiries.
• Automation, innovation, and process improvement:
  • Identification of bottlenecks and manual vulnerabilities in trading, reporting, and operational processes.
  • Contribute to the development and implementation of automation solutions to transform manual processes into scalable and efficient ones.

Requirements and qualifications

• Education and Experience:
  • Bachelor's degree in business administration, economics, finance, engineering, mathematics, or a related field.
  • 2+ years of experience in a quantitative, trading, or investment environment (equities, bonds, alternatives, funds), ideally in asset management, private banking, or a similar setting.
• Technical and product knowledge:
  • Direct experience with CRMS (Charles River) or a similar order management system is preferred.
  • Familiarity with various trading platforms is a plus.
  • Strong analytical skills.

We offer

A supportive environment where your contributions are valued