Role overview

Qualifications

5+ years of experience in trading operations, investment operations, middle office, or a related function within asset management
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

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

Key facts

Remote from: United States
Full time
Senior (5-10 years)
Operations Manager
English

Hard skills

Proprietary Trading Cash Management Trade Lifecycle Operational Due Diligence Order Management Systems Portfolio Management

Other skills

Relationship Management
Organizational Skills
Communication
Detail Oriented
Collaboration

About the company

Arootah LLC

Professional Training & Coaching

Arootah is an executive coaching and business advisory service working primarily with financial executives and their companies who have the desire to unlock peak performance. Our clients are empowered to raise their standards, overcome their challenges, and most importantly, achieve results. We are a team of industrious, process-oriented, creative thinkers, who have identified and distilled proven behaviors at the intersection of finance, technology, and wellness. Our approach includes advisory, coaching, seminars, and workshops that tackle the most serious challenges that our clients face and create lasting, positive impact. We believe you can plan for success and can take control of your outcomes. We’ll be there to help you accelerate and transform yourself or your business.

Company details

Company typeSmall startup

IndustryProfessional Training & Coaching

Company size2 - 10

Links

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Job description

About the Opportunity

Arootah is partnering with a confidential alternative investment manager to identify a Trading & Operations Manager to join its growing team.

This is an opportunity to join a lean, entrepreneurial investment firm where you'll play a key role supporting both trading and investment operations. The successful candidate will work closely with senior leadership and help build scalable operational processes as the firm continues to grow.

This role is ideal for someone who enjoys wearing multiple hats, thrives in a collaborative environment, and wants to make a meaningful impact within a growing asset management business.

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.