Analyst, Investment Operations - Trading Ops jobs in United States
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PanAgora Asset Management · 2 weeks ago

Analyst, Investment Operations - Trading Ops

PanAgora Asset Management is an investment management firm, and they are seeking an Analyst in Investment Operations to oversee account administration and post-trade processes. The role involves supporting investment teams, managing trade capture and settlements, and collaborating with various internal and external stakeholders.

FinanceFinancial Services
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H1B Sponsor Likelynote
Hiring Manager
Anne Kimball Nolen
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Responsibilities

Provide a high level of functional support to PanAgora investment teams and other internal teams, such as client service, compliance, legal and treasury
Responsible for equity, fixed income and FX trade capture, delivery, affirmation, and settlement across various markets
Responsible for derivative trade capture, delivery, collateral management, settlements (i.e. unwinds, resets), and reconciliation
Communicate with administrators, counterparties (i.e. brokers, FCMs) and custodians on account administration and trade related matters
Facilitate the onboarding of new investment products, establish new accounts in systems and assist with account onboarding documentation and other requests
Work closely with IT and developers to improve daily processes and participate in special projects/implementations, as needed
Establish and maintain team procedures, checklists, and training materials
Train and coach colleagues on new processes and procedures

Qualification

Investment OperationsDerivative contractsEquity securitiesFixed income securitiesMicrosoft ExcelSQL conceptsDetail-orientedOrganizational skillsSelf-starterCollaboration

Required

3+ years of relevant industry experience
Bachelor's degree
Must be detail-oriented and have strong organizational skills
Understanding of derivative contracts, equity and fixed income securities
Proficient with Microsoft excel and formulas
Combination of independence to be a self-starter while recognizing this role is part of a larger team where collaboration is a component for success

Preferred

Concentration in finance a plus
Understanding of SQL concepts a plus
Current or near-term enrollment in CFA or graduate degree program is a plus

Company

PanAgora Asset Management

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PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.

H1B Sponsorship

PanAgora Asset Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (1)
2023 (1)
2022 (5)
2021 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Eric Hevering Sorensen
CEO
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Company data provided by crunchbase