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., Everest 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.
• Platform Onboarding and Operations: Managing the onboarding process and ongoing support for trading platforms, maintaining existing platforms through regular certifications, AUM reporting, and marketing updates/communications.
• Sales Support, Reporting, and Marketing: Providing high-quality support to portfolio management and sales teams by developing client performance metrics and analyses, preparing presentation materials, and coordinating responses to RFPs and individual client inquiries.
• Automation, innovation, and process improvement: Identifying challenges and implementing action items and workflows; setting goals for operational efficiency; contributing to the design and implementation of automation initiatives.

Requirements and qualifications

The requirements and qualifications include:

• Education: Bachelor's degree in financial mathematics, economics, finance, engineering, statistics, or a related field.
• Experience: 2+ years of experience in a quantitative, trading, or investment operations role, ideally in derivatives and asset management, wealth management, or a similar environment.
• Technical and product knowledge: Direct experience with OMS.

We offer

The position offers a variety of opportunities, including:

• A challenging and varied job in a dynamic team.
• An opportunity to contribute to the expansion of the U.S. Growth Equities team.
• One way to implement process improvements and automation initiatives.