Trading & Operations Manager – Client Role

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Arootah

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🧘 Wellness

Finance • Consulting • Wellness

Arootah is a comprehensive solution provider for the alternative investment industry, offering a wide array of services tailored to different stages of alternative investment management. They specialize in advisory services, talent acquisition, development, and executive coaching to help firms achieve peak performance. Arootah employs a process-driven approach combined with cutting-edge technology and expert guidance to deliver transformative experiences to their clients. Their services also extend to corporate wellness and health coaching, emphasizing a holistic approach to business and personal development. With a strong foundation in the intersection of finance, technology, and wellness, Arootah empowers firms and individuals to unlock their full potential.

📋 Description

• 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.

🎯 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.