Lead Specialist - Trade Operations

An exceptional opportunity has arisen for a Lead Specialist in Trade Operations to join a globally respected investment firm based in Singapore. As a Lead Specialist in Trade Operations, you will be entrusted with hybrid responsibilities spanning both portfolio specialist and trading support functions.

Lead Specialist in Trade Operations

Salary: Competitive and based on experience

Location: Singapore

Keywords: collaborative environment, portfolio management support, trade order processing, cross-team partnership, compliance monitoring, investment operations, cash management expertise, multi-asset class knowledge, technology-driven workflow, continuous improvement

An exceptional opportunity has arisen for a Lead Specialist in Trade Operations to join a globally respected investment firm based in Singapore. This role is ideal for someone who thrives in a supportive, people-first culture where collaboration and compassion are at the heart of every decision. As a valued member of the team, you will play a pivotal part in supporting portfolio managers and trading teams across all asset classes, ensuring seamless trade execution and operational excellence. The organisation is committed to fostering an inclusive workplace that values your professional growth, encourages knowledge sharing, and supports flexible working opportunities. If you are passionate about making a meaningful impact on clients’ financial futures while enjoying a nurturing and empowering work environment, this position offers the perfect platform for your next career move.

• Join a highly collaborative team that prioritises shared success and values each individual’s contribution to achieving outstanding results for clients worldwide.
• Benefit from a culture that puts people first, offering ongoing training opportunities, supportive leadership, and a strong sense of community within the organisation.
• Enjoy the chance to work with cutting-edge technology and processes, contributing to continuous improvements in investment operations while developing your own expertise across multiple asset classes.

What you'll do:

As a Lead Specialist in Trade Operations, you will be entrusted with hybrid responsibilities spanning both portfolio specialist and trading support functions. Your day-to-day activities will involve close interaction with investment teams to prepare trade orders across equities, fixed income instruments, derivatives, and currencies. You will be instrumental in ensuring that all trades are accurately matched on execution day using industry-leading platforms. By collaborating with colleagues from various departments—including compliance and global investment support—you will help implement strategic improvements that enhance operational efficiency. Your ability to interpret complex client guidelines and adapt processes accordingly will be key to delivering exceptional service. In this role, you will also contribute your insights to technology projects aimed at streamlining workflows while deepening your understanding of diverse investment strategies. Your commitment to detail-oriented execution will underpin the smooth functioning of the entire trade lifecycle.

• Utilise proprietary global modelling tools to create cash management equity program order baskets, facilitating cash movements and aligning portfolios with model funds or quantitative solutions as directed by portfolio managers.
• Complete pre-trade workflows by creating and modifying orders within trading systems, navigating compliance reviews, and conducting thorough error checks to ensure accuracy.
• Assist portfolio managers with order sizing and provide comprehensive support functions related to portfolio construction and order entry based on specific instructions.
• Work closely with portfolio managers, analysts, and traders to monitor holdings and ensure precise implementation of investment strategies across various asset classes.
• Collaborate with cross-functional teams including global investment support, compliance, and other departments to drive process enhancements for new account setup, transitions, security setup, and compliance rule tracking.
• Deepen understanding of client guidelines, investment management constraints, compliance requirements, client flows, and quantitative factors to streamline portfolio construction processes.
• Represent the portfolio management team on project groups focused on investment technology and operations improvements to enhance workflow efficiency.
• Develop robust knowledge of investment strategies, trading patterns, styles, and portfolio workflows for designated teams to deliver tailored support.
• Oversee daily trade date matching duties using platforms such as DTCC CTM to confirm all trading activity across equities, fixed income, and derivatives for straight-through processing.
• Assume additional responsibilities as required to support evolving business needs within the trade operations function.

What you bring:

To thrive as a Lead Specialist in Trade Operations, you bring substantial experience from the financial services sector—particularly within investment or trading operations—alongside an academic background relevant to finance or economics. Your technical proficiency spans multiple asset classes including equities, fixed income instruments, derivatives, and currencies. You possess an innate ability to communicate effectively across teams while managing complex workflows under tight deadlines. Your analytical mindset empowers you to identify process improvements that benefit both clients and internal stakeholders alike. A keen eye for detail ensures that every aspect of trade processing meets rigorous standards of accuracy. Additionally, your familiarity with leading electronic execution platforms positions you as a valuable resource capable of adapting quickly to technological advancements within the industry. Above all else, your collaborative spirit fosters positive relationships throughout the organisation—enabling you to contribute meaningfully toward shared goals.

• Bachelor’s degree or equivalent experience within financial services is essential for this position.
• A minimum of 5-6 years’ hands-on experience in investment or trading operations is required to excel in this role.
• Must be comfortable working shifts 6am-2.30pm or 7am-3.30pm (hybrid work arrangement)
• Demonstrated expertise in handling equity securities as well as fixed income and derivative products is vital for success.
• Comprehensive knowledge of equity security types enables effective support for complex portfolios.
• Proven ability to efficiently utilise available resources while maintaining clear verbal and written communication with stakeholders at all levels.
• Strong analytical skills paired with creativity allow you to develop practical solutions tailored to business needs.
• Experience working collaboratively within teams as well as independently ensures adaptability in demanding environments.
• Meticulous attention to detail is necessary for accurate trade processing and compliance adherence.
• Familiarity with electronic execution platforms such as Tradeweb, MarketAxess, Bloomberg EMSX, Virtu Wheel, FXALL or FXCONNECT is advantageous but not mandatory.
• Knowledge of FX matching platforms like TradeNexus (GTSS) would be beneficial for broader coverage.

What sets this company apart:

This organisation stands out through its unwavering commitment to putting people first—both employees and clients alike. The company’s culture is built upon mutual respect, compassion, and genuine care for one another’s wellbeing. Employees are encouraged to share ideas openly; decisions are made collectively based on merit rather than hierarchy. The firm invests heavily in professional development through ongoing training opportunities designed to nurture talent at every stage of your career journey. Flexible working arrangements further demonstrate their dedication to work-life balance while supportive leadership ensures everyone feels valued within the team. By joining this forward-thinking institution in Singapore’s vibrant financial hub, you become part of a community dedicated not only to operational excellence but also personal fulfilment—making it an ideal place for those seeking long-term growth within investment operations.

What's next:

If you are ready to take your expertise in trade operations to new heights within an inclusive environment that truly values your contributions, this is your moment!

Apply today by clicking on the link provided—your next rewarding career step awaits.

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1764995 Serena Fernando