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, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1