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Team: Finance
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Trading & Operations Manager – Client Role based in the United States.
The Trading & Operations Manager will play a critical role in supporting both investment execution and operational excellence within a growing alternative investment organization. This position combines trading responsibilities, portfolio operations, and process improvement initiatives to ensure seamless day-to-day investment activities. Working closely with senior leadership, you will help strengthen operational infrastructure while supporting client portfolios and investment strategies. The ideal candidate is highly detail-oriented, adaptable, and comfortable managing multiple priorities in an entrepreneurial environment. This role offers the opportunity to make a direct impact by improving processes, supporting growth, and contributing to the success of a dynamic investment platform. It is well suited for someone who enjoys ownership, collaboration, and building scalable solutions.
Accountabilities:
- Execute and support daily trading activities across client portfolios, ensuring accurate and efficient investment operations.
- Manage investment operations across multiple vehicles, including separately managed accounts (SMAs).
- Oversee trade settlement processes, cash movements, account activity, and portfolio rebalancing activities.
- Coordinate with custodians, brokers, counterparties, and external service providers to ensure smooth operational execution.
- Support operational due diligence processes, investor reporting initiatives, and information requests.
- Monitor operational controls, identify process improvements, and implement solutions that enhance scalability and efficiency.
- Partner with senior leadership on strategic initiatives, workflow enhancements, and operational planning.
- Maintain strong operational discipline while adapting to evolving business needs and priorities.
- Support additional trading and operational responsibilities as the organization continues to expand.
- 5+ years of experience in trading operations, investment operations, middle office, or a related role within asset management, hedge funds, family offices, or investment advisory environments.
- Experience supporting institutional investment products and/or separately managed account platforms.
- Strong understanding of trade lifecycle processes, investment operations, portfolio administration, and cash management.
- Required experience with equity trading; familiarity with listed options is preferred.
- Experience working with custodians, prime brokers, counterparties, and investment service providers.
- Strong organizational skills with exceptional attention to detail and accuracy.
- Ability to work independently, take ownership, and thrive in a fast-paced entrepreneurial environment.
- Excellent communication and relationship management skills with internal and external stakeholders.
- Familiarity with order management systems, portfolio management platforms, and operational technology tools is preferred.
- Experience supporting hedge funds, investor reporting, or operational due diligence processes is a plus.
- Interest in growing into a broader leadership role within an expanding investment organization.
- Competitive annual salary range of $125,000–$175,000 USD.
- Opportunity to work closely with senior investment professionals in a growing organization.
- High-impact role with significant ownership and visibility across trading and operations.
- Collaborative and entrepreneurial work environment.
- Opportunity to build and improve operational processes from the ground up.
- Exposure to diverse investment strategies, client portfolios, and institutional operations.
Requirements:
Benefits:
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