Home › Companies › Fa Eqai Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 › Trading and Operations Analyst
Trading and Operations Analyst
Fa Eqai Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 · United States; Portland (Oregon), 1211 SW Fifth Ave Suite 2840, Portland (Oregon), Oregon, US · Active · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Fa Eqai Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 |
| Title | Trading and Operations Analyst |
| Normalized title | - |
| Department / team | Asset Portfolio Management |
| Location | United States |
| Work model | - |
| Employment type | - |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-05-05 / 2026-05-31 |
| Changed / last seen | 2026-05-31 / 2026-06-06 |
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| Page | What it contains | Open |
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| Company jobs | Active postings from Fa Eqai Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| Department jobs | Active postings in Asset Portfolio Management. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Fa Eqai Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 |
| Source | a79cea9d-d268-4d0b-a480-b1391b83dab4 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
General Info
Department: Investment Solutions Work time Percentage: 100% Location: Portland (Oregon)
Our Company
EFG Asset Management (EFGAM) is the asset management arm of EFG International, a global private banking group headquartered in Zurich, Switzerland.
EFGAM is an international provider of actively managed investment products and services to private clients, institutional investors and financial intermediaries around the world. With a full range of investment solutions – including traditional equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range – EFGAM manages approximately USD 25 billion on behalf of clients (as of March 2024).
This role sits within the Growth Equity team , based in Portland and San Francisco , and will be a key contributor to the team’s continued expansion.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Job Description
The Trading & Operations Analyst will play a critical role in bridging portfolio management, trade execution and business development for EFGAM’s US Growth Equities team.
You will:
Execute trades across multiple platforms using our Order Management System (CRIMS – Charles River) and ensure Best Execution. Support the onboarding and maintenance of Separately Managed Accounts and platform relationships (e.g. Envestnet and Pershing). Act as a key operational partner to portfolio managers, sales and distribution, Risk, Compliance and other stakeholders. Drive process improvement and automation initiatives to support the scalable growth of the US Growth Equities platform.
The role is hands-on and suited to a high-energy, detail-oriented professional who enjoys working with data, improving processes and collaborating across functions. As the platform continues to expand, this position offers a clear path toward a more senior operational leadership role.
Tasks and Responsibilities
1. Trading & Portfolio Management
Manage trade execution across multiple products and platforms, ensuring accurate and timely implementation of portfolio decisions. Handle complex trade tickets, including add/exits and multi-platform trading. Oversee the management and monthly trading of bespoke portfolios, including Separately Managed Accounts and platform relationships, such as Envestnet and Pershing. Perform daily cash management to keep portfolios within target ranges and investment guidelines. Lead or support quarterly Best Execution reviews, ensuring rigorous adherence to internal standards and regulatory expectations. Run statistical analyses and risk monitoring reports in support of the Portfolio Management team. 2. Platform Onboarding & Operations
Lead due diligence and onboarding of new trading platforms, in close coordination with internal stakeholders. Maintain existing platforms through regular attestations, AUM reporting and marketing uploads/integration. Manage the end-to-end onboarding process for new onshore accounts, acting as a primary liaison between operations, portfolio management and distribution teams. Maintain and evolve the Master Operations Manual, documenting procedures and controls as the team and platform scale. Support Compliance and Risk Management activities, including the preparation of materials and control testing for the Investment Compliance & Risk Committee (ICRC), participation in quarterly Risk Taxonomy reviews and the Annual Compliance Review. 3. Sales Support, Reporting & Marketing
Provide high-touch support to sales and distribution teams by: Running custom performance attribution and analytics. Preparing prospect-specific presentations and materials. Coordinating and managing responses to RFPs and bespoke client inquiries. Own or support the production cycle for monthly/quarterly factsheets, commentaries and standard slide decks for Growth Equity strategies, ensuring all materials meet compliance requirements. Support the quarterly billing cycle across platforms and product lines, ensuring accurate and timely invoicing in coordination with relevant teams. 4. Automation, Innovation & Process Improvement
Identify bottlenecks and manual pain points across trading, reporting and operational workflows. Contribute to the design and implementation of automation initiatives, transitioning from manual reporting to scalable, streamlined processes. Collaborate with technology, operations and other stakeholders to test, implement and refine process improvements that support growing demand for our US Growth Products.
Requirements and Qualifications
Education and Experience
Bachelor’s degree in Business Administration, Economics, Finance, Engineering, Mathematics or a related field. 2–5 years of experience in a quantitative, trading or investment operations role, ideally within asset management, wealth management or a similar environment. Technical and Product Skills
Direct experience with CRIMS (Charles River) or a similar Order Management System is preferred. Familiarity with various trading platforms is an advantage. Strong analytical skills, with the ability to interpret complex datasets and run performance attribution and other portfolio analytics. Advanced Excel skills; experience with, or strong motivation to learn, automation and process-improvement tools. Personal Competencies
Strong attention to detail and a “zero-error” mindset, with a proven track record in a high-stakes environment. Ability to manage peak workloads around monthly trading cycles, quarterly reporting and committee meetings. Excellent communication and collaboration skills, with the ability to work effectively across investment, operations, risk, compliance and sales teams. High level of adaptability, curiosity and comfort with new technologies and evolving processes. Entrepreneurial mindset, with a willingness to take ownership, challenge the status quo and contribute to the development of the US Growth Equities platform. Our Values
Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement. Hands-on: Being proactive to rapidly deliver high-quality results. Passionate: Being committed and striving for excellence. Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset. Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
Full job record
| Job ID | 667dcd6f1dfbfbabf3d19d95ea885456a92ca15b |
| Org ID | ac6ef658-bf22-4ebf-a4ad-30babc8468ff |
| Source ID | a79cea9d-d268-4d0b-a480-b1391b83dab4 |
| Board ID | a79cea9d-d268-4d0b-a480-b1391b83dab4 |
| Provider | oracle_hcm |
| Provider Job Key | 6166 |
| Title | Trading and Operations Analyst |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | United States; Portland (Oregon), 1211 SW Fifth Ave Suite 2840, Portland (Oregon), Oregon, US |
| Department | Asset Portfolio Management |
| Team | — |
| Employment Type | — |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | — |
| City | — |
| Salary Raw | Description General Info Department: Investment Solutions Work time Percentage: 100% Location: Portland (Oregon) Our Company EFG Asset Management (EFGAM) is the asset management arm of EFG International, a global private banking group headquartered in Zurich, Switzerland. EFGAM is an international provider of actively managed investment products and services to private clients, institutional investors and financial intermediaries around the world. With a full range of investment solutions – including traditional equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range – EFGAM manages approximately USD 25 billion on behalf of clients (as of March 2024). This role sits within the Growth Equity team , based in Portland and San Francisco , and will be a key contributor to the team’s continued expansion. EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation. Our Purpose and Mission Empowering entrepreneurial minds to create value – today and for the future. We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value. Job Description The Trading & Operations Analyst will play a critical role in bridging portfolio management, trade execution and business development for EFGAM’s US Growth Equities team. You will: Execute trades across multiple platforms using our Order Management System (CRIMS – Charles River) and ensure Best Execution. Support the onboarding and maintenance of Separately Managed Accounts and platform relationships (e.g. Envestnet and Pershing). Act as a key operational partner to portfolio managers, sales and distribution, Risk, Compliance and other stakeholders. Drive process improvement and automation initiatives to support the scalable growth of the US Growth Equities platform. The role is hands-on and suited to a high-energy, detail-oriented professional who enjoys working with data, improving processes and collaborating across functions. As the platform continues to expand, this position offers a clear path toward a more senior operational leadership role. Tasks and Responsibilities 1. Trading & Portfolio Management Manage trade execution across multiple products and platforms, ensuring accurate and timely implementation of portfolio decisions. Handle complex trade tickets, including add/exits and multi-platform trading. Oversee the management and monthly trading of bespoke portfolios, including Separately Managed Accounts and platform relationships, such as Envestnet and Pershing. Perform daily cash management to keep portfolios within target ranges and investment guidelines. Lead or support quarterly Best Execution reviews, ensuring rigorous adherence to internal standards and regulatory expectations. Run statistical analyses and risk monitoring reports in support of the Portfolio Management team. 2. Platform Onboarding & Operations Lead due diligence and onboarding of new trading platforms, in close coordination with internal stakeholders. Maintain existing platforms through regular attestations, AUM reporting and marketing uploads/integration. Manage the end-to-end onboarding process for new onshore accounts, acting as a primary liaison between operations, portfolio management and distribution teams. Maintain and evolve the Master Operations Manual, documenting procedures and controls as the team and platform scale. Support Compliance and Risk Management activities, including the preparation of materials and control testing for the Investment Compliance & Risk Committee (ICRC), participation in quarterly Risk Taxonomy reviews and the Annual Compliance Review. 3. Sales Support, Reporting & Marketing Provide high-touch support to sales and distribution teams by: Running custom performance attribution and analytics. Preparing prospect-specific presentations and materials. Coordinating and managing responses to RFPs and bespoke client inquiries. Own or support the production cycle for monthly/quarterly factsheets, commentaries and standard slide decks for Growth Equity strategies, ensuring all materials meet compliance requirements. Support the quarterly billing cycle across platforms and product lines, ensuring accurate and timely invoicing in coordination with relevant teams. 4. Automation, Innovation & Process Improvement Identify bottlenecks and manual pain points across trading, reporting and operational workflows. Contribute to the design and implementation of automation initiatives, transitioning from manual reporting to scalable, streamlined processes. Collaborate with technology, operations and other stakeholders to test, implement and refine process improvements that support growing demand for our US Growth Products. Requirements and Qualifications Education and Experience Bachelor’s degree in Business Administration, Economics, Finance, Engineering, Mathematics or a related field. 2–5 years of experience in a quantitative, trading or investment operations role, ideally within asset management, wealth management or a similar environment. Technical and Product Skills Direct experience with CRIMS (Charles River) or a similar Order Management System is preferred. Familiarity with various trading platforms is an advantage. Strong analytical skills, with the ability to interpret complex datasets and run performance attribution and other portfolio analytics. Advanced Excel skills; experience with, or strong motivation to learn, automation and process-improvement tools. Personal Competencies Strong attention to detail and a “zero-error” mindset, with a proven track record in a high-stakes environment. Ability to manage peak workloads around monthly trading cycles, quarterly reporting and committee meetings. Excellent communication and collaboration skills, with the ability to work effectively across investment, operations, risk, compliance and sales teams. High level of adaptability, curiosity and comfort with new technologies and evolving processes. Entrepreneurial mindset, with a willingness to take ownership, challenge the status quo and contribute to the development of the US Growth Equities platform. Our Values Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement. Hands-on: Being proactive to rapidly deliver high-quality results. Passionate: Being committed and striving for excellence. Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset. Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | day |
| Source URL | https://fa-eqai-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/6166 |
| Apply URL | https://fa-eqai-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/6166 |
| First Seen At | 2026-05-31 18:03:31Z |
| Last Seen At | 2026-06-06 11:13:05Z |
| Last Checked At | 2026-06-06 11:13:05Z |
| Last Changed At | 2026-05-31 18:03:31Z |
| Inactive At | — |
| Source Posted At | 2026-05-05 15:16:43Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=fa-eqai-saasfaprod1.fa.ocs.oraclecloud.com|CX_1001/date=2026-06-06/2026-06-06T11-13-03-274Z-57578dd800fc6a8bea59998b55afa10ec302a18394e622b72d1814a9243df5a9.json |
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"ExternalDescriptionStr": "<p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>General Info</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Department:</strong> Investment Solutions</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Work time Percentage:</strong> 100%</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Location:</strong> Portland (Oregon) </span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in 0in 0in 0.375in;\"> </p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Our Company</strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">EFG Asset Management (EFGAM) is the asset management arm of EFG International, a global private banking group headquartered in Zurich, Switzerland.</p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">EFGAM is an international provider of actively managed investment products and services to private clients, institutional investors and financial intermediaries around the world. With a full range of investment solutions – including traditional equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range – EFGAM manages approximately USD 25 billion on behalf of clients (as of March 2024).</p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">This role sits within the <strong>Growth Equity team</strong>, based in <strong>Portland and San Francisco</strong>, and will be a key contributor to the team’s continued expansion.</p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.</p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"> </p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Our Purpose and Mission</strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Empowering entrepreneurial minds to create value – today and for the future.</strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.</p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"> </p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Job Description</strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong> </strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">The <strong>Trading & Operations Analyst </strong>will play a critical role in bridging portfolio management, trade execution and business development for EFGAM’s US Growth Equities team.</p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">You will:</p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Execute trades across multiple platforms using our Order Management System (CRIMS – Charles River) and ensure Best Execution.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Support the onboarding and maintenance of Separately Managed Accounts and platform relationships (e.g. Envestnet and Pershing).</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Act as a key operational partner to portfolio managers, sales and distribution, Risk, Compliance and other stakeholders.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Drive process improvement and automation initiatives to support the scalable growth of the US Growth Equities platform.</span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"> </p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\">The role is hands-on and suited to a high-energy, detail-oriented professional who enjoys working with data, improving processes and collaborating across functions. As the platform continues to expand, this position offers a clear path toward a more senior operational leadership role.</p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"> </p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Tasks and Responsibilities</strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong> </strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>1. Trading & Portfolio Management</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Manage trade execution across multiple products and platforms, ensuring accurate and timely implementation of portfolio decisions.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Handle complex trade tickets, including add/exits and multi-platform trading.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Oversee the management and monthly trading of bespoke portfolios, including Separately Managed Accounts and platform relationships, such as Envestnet and Pershing. </span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Perform daily cash management to keep portfolios within target ranges and investment guidelines.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Lead or support quarterly Best Execution reviews, ensuring rigorous adherence to internal standards and regulatory expectations.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Run statistical analyses and risk monitoring reports in support of the Portfolio Management team. </span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>2. Platform Onboarding & Operations</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Lead due diligence and onboarding of new trading platforms, in close coordination with internal stakeholders.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Maintain existing platforms through regular attestations, AUM reporting and marketing uploads/integration.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Manage the end-to-end onboarding process for new onshore accounts, acting as a primary liaison between operations, portfolio management and distribution teams.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Maintain and evolve the Master Operations Manual, documenting procedures and controls as the team and platform scale.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Support Compliance and Risk Management activities, including the preparation of materials and control testing for the Investment Compliance & Risk Committee (ICRC), participation in quarterly Risk Taxonomy reviews and the Annual Compliance Review.</span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>3. Sales Support, Reporting & Marketing</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Provide high-touch support to sales and distribution teams by: </span></span><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Running custom performance attribution and analytics.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Preparing prospect-specific presentations and materials.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Coordinating and managing responses to RFPs and bespoke client inquiries.</span></span></li></ul></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Own or support the production cycle for monthly/quarterly factsheets, commentaries and standard slide decks for Growth Equity strategies, ensuring all materials meet compliance requirements.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Support the quarterly billing cycle across platforms and product lines, ensuring accurate and timely invoicing in coordination with relevant teams.</span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>4. Automation, Innovation & Process Improvement</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Identify bottlenecks and manual pain points across trading, reporting and operational workflows.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Contribute to the design and implementation of automation initiatives, transitioning from manual reporting to scalable, streamlined processes.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Collaborate with technology, operations and other stakeholders to test, implement and refine process improvements that support growing demand for our US Growth Products. </span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in 0in 0in 0.375in;\"> </p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Requirements and Qualifications</strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong> </strong></p><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Education and Experience</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Bachelor’s degree in Business Administration, Economics, Finance, Engineering, Mathematics or a related field.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">2–5 years of experience in a quantitative, trading or investment operations role, ideally within asset management, wealth management or a similar environment.</span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Technical and Product Skills</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Direct experience with CRIMS (Charles River) or a similar Order Management System is preferred.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Familiarity with various trading platforms is an advantage.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Strong analytical skills, with the ability to interpret complex datasets and run performance attribution and other portfolio analytics.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Advanced Excel skills; experience with, or strong motivation to learn, automation and process-improvement tools.</span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Personal Competencies</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Strong attention to detail and a “zero-error” mindset, with a proven track record in a high-stakes environment.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Ability to manage peak workloads around monthly trading cycles, quarterly reporting and committee meetings.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Excellent communication and collaboration skills, with the ability to work effectively across investment, operations, risk, compliance and sales teams.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">High level of adaptability, curiosity and comfort with new technologies and evolving processes.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\">Entrepreneurial mindset, with a willingness to take ownership, challenge the status quo and contribute to the development of the US Growth Equities platform.</span></span></li></ul><p style=\"font-family: Arial; font-size: 10pt; margin: 0in;\"><strong>Our Values</strong></p><ul type=\"disc\" style=\"direction: ltr; list-style-type: disc; margin-bottom: 0in; margin-top: 0in; unicode-bidi: embed;\"><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Accountability:</strong> Taking ownership for tasks and challenges, as well as seeking continuous improvement.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Hands-on:</strong> Being proactive to rapidly deliver high-quality results.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Passionate:</strong> Being committed and striving for excellence.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Solution-driven:</strong> Focusing on client outcomes and treating clients fairly with a risk-aware mindset.</span></span></li><li style=\"margin-bottom: 0px; margin-top: 0px; vertical-align: middle;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10pt;\"><strong>Partnership-oriented:</strong> Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.</span></span></li></ul>",
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