Trading & Operations Manager – Client Role

This is a fully remote position, open to applicants in United States.

📋 Description

• Implement and facilitate daily trading operations across client portfolios.

• Supervise investment operations for various investment vehicles, including separately managed accounts (SMAs).

• Oversee trade settlement, cash transactions, account activities, and portfolio rebalancing.

• Collaborate with custodians, brokers, counterparties, and external service providers to ensure efficient operational execution.

• Assist with operational due diligence requests and initiatives related to investor reporting.

• Monitor operational controls and identify potential improvements in workflows and scalability.

• Work closely with senior leadership on strategic projects and continuous process enhancements.

• Support additional trading and operational tasks as the firm expands.

⛳️ Requirements

• A minimum of 5 years of experience in trading operations, investment operations, middle office, or a similar role within asset management, hedge funds, family offices, or investment advisory firms.

• Proven experience in supporting institutional investment products and/or separately managed accounts.

• Solid understanding of the trade lifecycle, investment operations, and cash management.

• Required equity trading experience; familiarity with listed options is a plus but not mandatory.

• Experience collaborating with custodians, prime brokers, and other investment service providers.

• Outstanding organizational skills with a keen eye for detail.

• Capability to work independently in a dynamic, entrepreneurial environment.

• Strong communication abilities and relationship management skills.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Collaborative and dynamic work environment.