Operations Associate / Junior Trader

Founded in 2007, Global Endowment Management (“GEM”) actively manages $10bn of client assets in the style of leading endowments and foundations. We pursue varied and non-traditional investment opportunities to provide a long-term oriented, diversified investment program. We are the investment office for our investors —we assume responsibility for asset allocation, manager selection, risk management and investment reporting. Please see http://www.globalendowment.com for additional information.

**Job Description**
The Operations Associate / Junior Trader will work alongside and report to the Director of Portfolio Operations and the Director of Trading Operations.

Key responsibilities include, but are not limited to:

Portfolio Operations
• Assist with portfolio allocation report production
• Keep informed and research ongoing portfolio activity
• Assist with portfolio rebalancing, set-up, and documentation
• Produce ad-hoc pro forma modeling for new and existing portfolios
• Assist in onboarding new modeling technology applications

• Assist with execution of listed and non-listed (OTC) securities
• Interface with trading partners and counterparties

**Required Qualifications**
• Bachelor’s degree from accredited college or university with very strong academic credentials and a record of achievement
• 2-5 years professional experience
• Knowledge of institutional asset management
• Fund of funds or family office operations experience a plus
• Some experience with allocation of capital to pooled investment vehicles (not just listed equities and mutual funds)
• General Finance Industry Product and Trade knowledge
• Knowledge of swaps and options, and accounting for these types of securities
• Trade settlement and clearing
• Understanding of OMS applications
• Partial or full completion of CFA program preferred

**Required Attributes**
• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
• Attention to detail combined with a solutions-oriented mindset
• Proactive with an ability to work both independently and in collaboration with a team
• Ability to organize, manage, and prioritize time

Please email your resume and cover letter to careers@globalendowment.com with the position title of interest in the subject line.

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