Analyst, Investment Operations
Apply remote type:
Onsite
Locations:
MA Boston - PanAgora
Time type:
Full time
Posted on:
Posted 4 Days Ago
Job requisition id:
R.0050168
Company Overview
Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges.
We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information.
While PanAgora's investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience.
Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm's ability to deliver attractive investment solutions.
Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group.
Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods.
We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources.
Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates.
The Investment Operations Team is responsible for the oversight of account administration and post-trade processes, including but not limited to trade capture and delivery, trade confirmations, trade settlements, trade reconciliation, and derivative collateral management.
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.
QUALIFICATIONS
3+ years of relevant industry experience
Bachelor's degree - Concentration in finance a plus
Must be detail-oriented and have strong organizational skills
Understanding of derivative contracts, equity and fixed income securities
Proficient with Microsoft Excel and formulas.
Understanding of SQL concepts a plus
Current or near-term enrollment in CFA or graduate degree program is a plus
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
PanAgora is an equal opportunity employer and provides equal employment opportunities to job applicants and employees without regard to race, religion, sex, marital status, color, national origin, age, physical or mental disability, veteran status, pregnancy, ancestry or sexual orientation.
PanAgora is committed to maintaining an environment that is free from discrimination as well as adhering to applicable federal and state laws.
Why Us? Our culture thrives on collaboration and creativity.
We believe encouraging diversity of thought generates new perspectives that contribute to the overall investment debate, allows for focused collaboration, and ultimately leads to investment innovation.
We nurture and promote our culture with a focus on the following principles:
Our Core Values
Team - At PanAgora, we maintain that a team approach to investing fosters collaboration and compounds the value of insights contributed by any single team member.
Research - We believe a holistic approach to research that emphasizes the identification of market inefficiencies, often overlooked by traditional academic research, contributes to the development of more robust idea generation.
PanAgora's strategies combine the firm's fundamental investment philosophy and original research with an advanced quantitative framework.
Service - We seek to provide flexible investment solutions tailored to the evolving needs of our clients.
We pair an array of investment offerings with a high degree of transparency in an effort to ensure that our clients understand the drivers of past performance and have proper expectations for the future.
We focus on providing unfettered access to experienced client services and investment professionals, and pride ourselves on providing accurate and timely communication with our clients.
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