Operations Analyst

Campbell & Company, LP

Campbell & Company, LP

Operations Analyst

Baltimore, MD
Full Time
Paid
  • Responsibilities

    Awarded in 2024 as “Best Place to Work in Money Management” by Pensions & Investments,

    “Best Companies to Work for in Maryland” by Daily Record,

    and recognized by Best Companies Group and COLOR Magazine as an “Inclusive Workplace”

    Hybrid position | Located in Baltimore, MD

    The Operations Department is responsible for auditing the firm’s trading. The Analyst’s primary duties include the exercise of discretion and independent judgment with respect to matters of significance to the Company, including representing the department with internal stakeholders across the organization and serving as a daily liaison with external parties, which includes, but is not limited to executing brokers, clearing brokers, transfer agents, selling firm back-offices, financial advisors, clients, and vendors.

    The Operations Analyst joins the Operations Team and will report to the Manager of Operations.

    ALL APPLICATIONS MUST INCLUDE A COPY OF THE CANDIDATE'S MOST RECENT (UNOFFICIAL) TRANSCRIPT.

    Principal Responsibilities:

    Trade Operations

    Daily monitoring of Campbell’s third-party trade matching services, for any execution discrepancies between Campbell’s execution system, and the various executing banks on trade date.

    Liaise with various vendors to resolve trade breaks and discrepancies.

    Reconcile Campbell’s trading history from the previous day from both a transaction and total holdings basis for all accounts.

    Assist with the coordination of various internal and external stakeholders for information or documentation in order to meet account launch deadlines.

    Use external stakeholder systems, products or industry knowledge to onboard new markets and asset classes as necessary.

    Support research and trading needs through the facilitation of model testing, trading related changes, and production system support, resolving after-hours production system issues when necessary.

    Process Improvement/Departmental Projects

    Assess and enhance the operational workflows and related processes through a continual gap analysis against industry benchmarks and trends.

    Work with staff, managers and IT resources to optimize departmental workflows as it relates to operational applications.

    Develop procedures and test cases by translating system workflows into documentation. Test execution and document results.

    Work on or lead department-level and firm-level projects relating to operations.

    Reporting and Analytics

    Assist in developing metrics and reports to measure the performance of vendors and internal operational efficiencies using Panopticon and other means as necessary.

    Liaise with Trading, Market Data, and Compliance teams to identify opportunities to enhance existing reports and data sets.

    Assist with reporting requests related to regulatory compliance or portfolio reconciliations.

    Decision Making Authority

    Apply judgement over the changes and updates of the trading system and its related ecosystem.

    Exhibit good judgment in resolving or escalating operational issues and production system issues.

    Process, analyze and problem solve detailed trade data.

    Analyze and identify potential issues, contact appropriate personnel, and speak out and raise concerns when logs or details appear inaccurate or suspicious.

  • Qualifications

    Bachelor’s Degree with emphasis in business, technology, or finance with 1-year of experience in financial services or trading middle/back-office operations

    Strong verbal and written communication skills

    Excellent problem solving, conceptual thinking, analytical and interpersonal skills

    Extremely detail oriented and organized

    Intermediate to Advanced proficiency with Excel (VLOOKUP, pivot tables, macros)

    Intermediate Outlook (email prioritization and organization, building rules, advanced search, folder management)

    Basic proficiency in Word and PowerPoint

    Ability to handle multiple tasks in a fast paced and continuously changing, open floor, and hybrid work environment

    Strong time management skills allowing oneself to work on multiple projects simultaneously

    Self-motivated team player with a strong work ethic

    Experience with process improvement

    Ability to interact with all levels of the company

    Ability to work additional hours as needed beyond standard work hours

  • Desired skills

    Familiar with external fin tech systems, platforms or applications

    Proficiency with SQL programming

    Experience with Jira

    Experience creating reports in Business Intelligence tools (Cognos or Panopticon)

    FINRA Series 3 – National Commodities Futures

    Product knowledge in the following areas: Exchange Traded Derivatives, Foreign Exchange, OTC products, Options and Equities

  • Benefits

    At Campbell, our mission is to provide our investors with world-class investment performance. We accomplish this through a quantitative multi-strategy framework guided by a culture of continuous innovation. We trade over 100 derivative markets and 5000+ cash equities across the globe, based on over 100 systematic strategies with trades ranging from hours to months. We manage over $6 billion, with clients ranging from large public pensions to individual investors.

    We enjoy working together to solve hard problems with real-world applications. Our collaborative culture allows us to obtain better results as a team without losing sight of the need to reward individual contributions. Two-thirds of staff are investment professionals, and over 50% of our employees have been at Campbell for ten years or more. We believe our low turnover and the long tenure of our staff are testaments to our culture and the work-life balance we offer to all of our associates.

    Our new, renovated offices are located at the Quarry Lake in Greenspring in upscale Baltimore County with walking access to premier shopping and dining options, high-end salons, fitness facilities, and medical offices. Many beautiful neighborhoods can be found within a few minutes’ drive from Campbell. For those who prefer downtown living, the Inner Harbor, Fells Point, and Federal Hill are less than 15 miles away.

    We recognize that producing the best work and maintaining the best talent includes putting an overall premium on the overall wellness and financial well-being of our employees. We offer a hybrid work environment for all associates, very competitive pay and benefits, paid parental leave, 80% tuition reimbursement up to $50,000, an annual $2,000 vacation allowance, catered biweekly lunches, employer-funded Health Savings Account and family forming Health Reimbursement Account, group health, dental and vision benefits, a $1000 fitness allowance, and a 401(k) matching 100% up to 9% of your salary, plus an additional annual employer discretionary contribution, up to 7.25%.

    Regular social gatherings, staff lunches, arcade and video games, and diversity and inclusion events are just a few of our engagement activities to ensure working at Campbell isn’t just challenging and rewarding, but also fun!

  • Industry
    Investment Management