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.
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.
