Broker Relations, Operations Analyst
Job Description
The Role
We are seeking a highly analytical, detail oriented professional to join the Broker Relations team as an Operations Analyst. You will be comfortable multi-tasking while balancing multiple priorities and initiatives in a fast-paced working environment. You will be working with an experienced global team to implement best-in-class operational policies and procedures. You will have a keen attention to detail, a data integrity mindset and be someone who thrives off learning new skills and challenging yourself. You will be a natural team player who can use their strong interpersonal skills to demonstrate excellent written and verbal communication.
What you’ll do
As an Operations Analyst, you will report directly into the Global Head of Broker Relations and work closely with the broader global team. You will maintain and take ownership of the day-to-day operations of the broker relations team.
Responsibilities will include:
Supporting Head of Global Broker Relations
- Assist with scheduling and calendar maintenance
- Directly interface with senior persons internally and on the sell side to ensure timely communication of scheduling
- Coordinating travel globally
- Booking conference rooms
- Attending meetings with broker relations team to take detailed notes and deliver on follow-ups and next steps
Onboarding
- Ownership of the onboarding process for new research vendors including:
- Updating the internal CRM system
- Coordinating timely completion of the due diligence process with our compliance team
- Document key relationship details with new vendors for the team
Research Agreements
- Develop a deep understanding of Schonfeld’s global entities to assist with the agreement finalization process
- Collaborate with internal and external counsel to ensure speedy finalization of agreements and amendments
- Act as the voice of the broker relations team when communicating timelines, requirements and significant clauses
Invoice Management
- Work closely with the broker relations, accounting, RPA and CSA administrator teams to pay research invoices in a timely fashion
- Gain a knowledge of our different payment mechanisms
- Organize and maintain the global CRM to ensure team can find details on payments in a seamless fashion
What you’ll bring
- 1-3 years’ in a similar role or administration function
- Experience with Microsoft office tools
- Experience with a CRM is a plus but not necessary
- Strong work ethic
- Attention to detail
- Team player
- Organized
- Analytical
- Able to take direction and follow and maintain a detailed process
- Professionalism
Our Culture
The firm’s ethos is embedded in our people. ‘Talent is our strategy’ is our mantra and drives how we approach all initiatives at the firm. We believe our success is because of our people, so putting our talent above all else is our top priority.
Schonfeld strives to create an environment where our people can thrive. We foster a teamwork-oriented, collaborative environment where ideas at any level are encouraged and shared. The development and advancement of our talent is honed through interactions with each other, learning & educational offerings, and through opportunities to make impactful contributions.
At Schonfeld, we strive to cultivate a sense of belonging throughout all of our employees with Diversity, Equity and Inclusion at the forefront of this mission. As a firm we are committed to creating a hiring process which is not only fair, but also welcoming and supportive. On a daily basis, our employee’s welcome diversity across identity, thought, people and views which serves as the foundation of our culture and success. You can learn more about our DEI initiatives here - Belonging @ Schonfeld.
Who we are
Schonfeld Strategic Advisors is a multi-manager platform that invests its capital with Internal and Partner portfolio managers, primarily on an exclusive or semi-exclusive basis, across four trading strategies; quantitative, fundamental equity, tactical trading and discretionary macro & fixed income. We have created a unique structure to provide global portfolio managers with autonomy, flexibility and support to best enable them to maximize the value of their businesses.
Over the last 30 years, Schonfeld has successfully capitalized on inefficiencies and opportunities within the markets. We have developed and invested heavily in proprietary technology, infrastructure and risk analytics and continue to capitalize on new opportunities. In 2021 we launched our newest strategy, discretionary macro & fixed income as part of the continual growth of Schonfeld’s investible universe. Our portfolio exposure has expanded across the Americas, Europe and Asia as well as multiple asset classes and products.
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Date Posted
10/28/2022
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