Trading & Operations Manager – Client Role

**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. ## Requirements: - 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. ## Benefits: - 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. **How Jobgether works:** We use an **AI-powered matching process** to ensure your application is reviewed quickly, objectively,…