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. - Execute trades across multiple platforms using the Order Management System (OMS—Charles River) and ensure best execution. - Assisting with the onboarding and maintenance of Separately Managed Accounts and platform relationships (e.g., Emerging and Pershing). - Serving as a key operational partner for portfolio managers, sales, 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 duties and responsibilities include:

• Trading and Portfolio Management:
  • Managing trade execution across multiple products and platforms to ensure the accurate and timely implementation of portfolio decisions.
  • Handling of complete trade tickets, including trade tickets and post-trade reporting.
  • Monitoring the trade confirmation and settlement process across platforms, including separately managed accounts and platform relationships, such as Emerging and Pershing.
• Platform Onboarding and Operations:
  • Manage the onboarding process for new trading platforms in close coordination with internal stakeholders.
  • Maintenance of existing platforms through regular certifications, AUM reporting, and marketing updates and communications.
  • Manage the entire onboarding process for new accounts following approval, serving as the primary point of contact between Operations, Portfolio Management, and/or Trading.
• Sales Support and Marketing:
  • Providing high-quality support to portfolio managers by:
    • Performing customer performance attribute analysis.
    • Preparation of project-specific presentations and materials.
    • Coordinating and managing responses to RFPs and individual customer inquiries.
• Automation, innovation, and process improvement:
  • Data quality review and monitoring of planned tasks and workflows, reporting, and operational workflows.
  • Collaborate on the design and implementation of automation initiatives to transition from manual reporting to scalable, streamed processes.

Requirements and qualifications

• Education and Experience:
  • Bachelor's degree in mathematics, economics, finance, engineering, statistics, or a related field.
  • 2+ years of experience in a quantitative, trading, or investment operations role closely related to asset management or a similar environment.
• Technical and product knowledge:
  • Direct experience with OMS/EMS (Charles River) or a similar order management system is preferred.
  • Familiarity with