Trading and Operations Analyst

General Info

• Department: Investment Solutions
• Work time Percentage: 100%
• Location: Portland (Oregon) – preferred. San Francisco (California) – possible.

Our Company

EFG Asset Management (EFGAM) is the asset management arm of EFG International, a global private banking group headquartered in Zurich, Switzerland.

EFGAM is an international provider of actively managed investment products and services to private clients, institutional investors and financial intermediaries around the world. With a full range of investment solutions – including traditional equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range – EFGAM manages approximately USD 25 billion on behalf of clients (as of March 2024).

This role sits within the Growth Equity team, based in Portland and San Francisco, and will be a key contributor to the team’s continued expansion.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description

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.
• 2–5 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.