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Arootah

Trading & Operations Manager – Client Role

Arootah

Trading & Operations Manager at a growing alternative investment firm. Supporting trading activities and investment operations closely with senior leadership.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $175,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in trading operations and investment management, with a strong understanding of the trade lifecycle and cash management. Proven ability to enhance operational workflows and collaborate effectively with senior leadership and external service providers.

Highest-signal resume keywords
Trading Operations ExperienceInvestment Operations ManagementTrade Lifecycle UnderstandingEquity Trading ExperienceRelationship Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment OperationsTrade SettlementCash ManagementPortfolio RebalancingOperational Due DiligenceWorkflow ImprovementInstitutional Investment ProductsSeparately Managed AccountsEquity TradingListed Options Familiarity
Soft Skills
Organizational SkillsAttention to DetailIndependent OperationCommunication Skills
Tools & Technologies
CustodiansPrime BrokersInvestment Service Providers
Industry Keywords
Asset ManagementHedge FundsFamily OfficesInvestment Advisory Firms

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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.

Benefits

Comp & perks
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Arootah Website LinkedIn All 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. Trading & Operations Manager – Client Role Job not on LinkedIn 🔥 4 minutes ago 🇺🇸 United States – Remote 💵 $125k - $175k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Client Partner 🔥 11 hours ago Storyteller 11 - 50 ☁️ SaaS 📱 Media 🤝 B2B Website LinkedIn All Job Openings Senior Manager overseeing enterprise client relationship in the major US sports sector. Collaborating with cross-functional teams to drive project success and client satisfaction. 🇺🇸 United States – Remote 💵 $110k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Client Manager, Commercial Lines 🔥 12 hours ago Trucordia 1001 - 5000 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Client Manager managing a diverse portfolio of Commercial Lines and Agriculture insurance clients. Leading service strategies and cultivating strong client relationships. 🇺🇸 United States – Remote 💵 $90k - $130k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🤝 Client Partner Client Success Manager 🔥 12 hours ago IT Management Corporation 11 - 50 🤝 B2B Website LinkedIn All Job Openings Customer Success Manager managing SLED accounts for IT Management Corporation. Building customer relationships and driving retention while collaborating with sales and engineering teams. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Associate Director – Client Growth Partner, IT Consulting, Energy & Utilities 🔥 13 hours ago Nagarro 10,000+ employees 🤝 B2B 🏢 Enterprise Website LinkedIn All Job Openings Account Growth Leader in IT Consulting driving YOY growth and client engagement in AI transformation. Collaborating with CXOs and achieving significant portfolio growth. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 🤝 Client Partner 🦅 H1B Visa Sponsor Client Manager 🔥 17 hours ago Honor 501 - 1000 ⚕️ Healthcare Insurance 🧘 Wellness 👥 B2C Website LinkedIn All Job Openings Client Manager at Honor providing exceptional service to older adults and their families. Guiding clients through the care journey with operational excellence and relationship management. 🇺🇸 United States – Remote 💵 $64k - $69k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner View More Client Partner Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs