Trading & Operations Manager – Client Role

Responsibilities

• Execute and support daily trading activity across client portfolios.
• Oversee investment operations for multiple investment vehicles, including separately managed accounts (SMAs).
• Manage trade settlement, cash movements, account activity, and portfolio rebalancing.
• Coordinate with custodians, brokers, counterparties, and external service providers to ensure seamless operational execution.
• Support operational due diligence requests and investor reporting initiatives.
• Monitor operational controls and identify opportunities to improve workflows and scalability.
• Partner closely with senior leadership on strategic initiatives and ongoing process enhancements.
• Assist with additional trading and operational responsibilities as the firm continues to grow.

Qualifications

• 5+ years of experience in trading operations, investment operations, middle office, or a related function within asset management, hedge funds, family offices, or investment advisory firms.
• Experience supporting institutional investment products and/or separately managed accounts.
• Strong understanding of the trade lifecycle, investment operations, and cash management.
• Equity trading experience required; familiarity with listed options is preferred but not required.
• Experience working with custodians, prime brokers, and other investment service providers.
• Excellent organizational skills with exceptional attention to detail.
• Ability to operate independently in a fast-paced, entrepreneurial environment.
• Strong communication and relationship management skills.

Preferred Qualifications

• Experience supporting hedge funds and separately managed account platforms.
• Familiarity with order management and portfolio management systems.
• Experience participating in operational due diligence (ODD) meetings or institutional investor requests.
• Desire to grow into a broader leadership role as the organization continues to expand.