Arootah logo
Arootah

Executive Coaching and Business Consulting

Trading & Operations Manager – Client Role

Location

United States

Posted

2 days ago

Salary

$125K - $175K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Trading & Operations Manager – Client Role

Arootah

• 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.

Job Requirements

  • 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.

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