• 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.
• 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.