Support and execute daily trading across client portfolios, oversee investment operations for multiple vehicles (including SMAs), manage trade settlement, cash movements, and rebalancing, coordinate with custodians/brokers/prime brokers, support ODD and investor reporting, monitor controls and improve workflows, and partner with senior leadership on strategic and scalability initiatives.
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.
Similar Jobs
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Lead and operationalize internal communications strategy by building governance, planning enterprise communications, enabling leaders and managers, advising stakeholders, and scaling through playbooks, AI, and self-service resources to drive consistent, clear employee communications during change and major company moments.
.png)
Big Data • Healthtech • HR Tech • Machine Learning • Software • Telehealth • Big Data Analytics
Lead and scale field marketing across the western US: design and execute events (dinners, roundtables, workshops, conferences, roadshows), align with sales to drive pipeline, manage vendors/sponsorships, measure program ROI and attribution, build repeatable playbooks, and apply AI tools to improve efficiency and outcomes.
Top Skills:
AIClaude CodeHubspotSalesforceSwoogo
Digital Media • Information Technology • News + Entertainment
Manage and grow existing Comcast Business accounts via outbound telephone sales. Retain customers through solution-based selling, prepare proposals and reports, document interactions, meet quota metrics, and work variable shifts including nights and weekends.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
