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Trade Operations Associate

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Date Posted

22 April 2021


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Our client is a top tier investment management house based in the heart of London. Due to continued company success, they are now looking for a Trade Operations Associate to join their high-performing team on a permanent basis.

The Trade Operations Associate will serve as a crucial member of a team which spans Client Service, Operations and Projects, and will take responsibility for the following duties:

  • Project management around developing and implementing client transition strategies – ‘business partnering’ with other departments such as Client Service Managers, Portfolio Managers and Trading in order to do this
  • Formulating project plans for new account closures and openings
  • Managing all aspects of client transition events including new mandate fundings, terminations, all asset-in-kind flows and product or portfolio changes
  • Working closely with Relationship Managers and Fund Managers to ensure the asset transfers process is operationally efficient and benefits the client
  • Account record set-up for new accounts and portfolios, as well as on-going maintenance of existing account records
  • Being the global subject matter expert for account record set-ups and operational procedures
  • Coordinating external transition management trade execution asset lists for new or existing accounts

The Trade Operations Associate must meet the following skillset:

  • 3-6 years’ experience within the investment management industry within a client operations or trade operations role
  • Broad knowledge of the investment management process
  • Proven experience being involved in projects (large or small projects)
  • Undergraduate degree (or equivalent) with a classification of 2.1 or above
  • Strong communication skills as this role requires the ability to provide an excellent client service, as well as being an effective stakeholder manager

This is an excellent opportunity for a Trade Operations professional looking for a new project-centric role with strategic involvement.

The company offers a collaborative culture, clear career progression and competitive benefits.

If you believe your background meets the criteria, please apply with your CV.

Note, due to the high volume of applications received, only successful candidates will be responded to.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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