Senior Operations Analyst
3 days ago
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- Act as the primary operations contact for our Portfolio Managers, addressing trade-related requests and ensuring smooth execution.
- Oversee trade processing, reconciliation, and settlement, proactively resolving discrepancies.
- Handle broker account opening, setup, and trade mapping, ensuring seamless execution.
- Manage and coordinate with PM's requests, working with internal teams (trading, compliance, risk, technology) to resolve issues efficiently.
- Maintain strong relationships with brokers, custodians, and service providers, ensuring smooth collaboration.
- Optimize operational workflows, drive automation, and enhance efficiency.
- Ensure timely and accurate reporting to support PMs' decision-making.
- Stay up to date on industry regulations and ensure compliance with internal policies.
- 5+ years of experience in operations, trade support, or sales assistance within capital markets.
- Strong understanding of trade lifecycle, reconciliation, and settlement across asset classes.
- Experience working closely with Portfolio Managers or sales teams, understanding their needs and operational workflows.
- Hands-on experience with broker account opening, setup, and trade mapping.
- Familiarity with industry regulations (SEC, FINRA, MiFID, etc.).
- Proficiency in Microsoft Excel; Python or automation tools preferred.
- Excellent problem-solving, communication, and stakeholder management skills.
- Detail-oriented, proactive, and able to manage multiple priorities in a fast-paced environment.
- Fluent in both English and Chinese.
Mid-Senior level
Employment typeFull-time
Job functionManagement and Manufacturing
IndustriesInvestment Management
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