Trading and Operations Analyst

Job Title: Trading & Operations Analyst

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.
• 25 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.

Job Info

• Job Identification 6166
• Job Category Asset Portfolio Management
• Locations 1211 SW Fifth Ave Suite 2840, Portland (Oregon), Oregon, OR 97204, US