Job Description
Position: Manager– Trade Operations
Job Overview:
The Manager – Trade Operations oversees the entire post-trade function, ensuring operational excellence, regulatory compliance, and high-quality service delivery across all custodial and trading relationships. This leadership role drives process automation, reduces operational risks, enables T+1 readiness, and partners closely with clients, custodians, and technology teams.
Key Responsibilities and Duties
Trade Lifecycle Management
Manage daily trade operations across equities, fixed income, and options—from trade capture to final settlement.
Ensure trades are entered correctly in Charles River, validated against compliance rules, and properly routed.
Oversee allocations, confirmations, and affirmations in coordination with custodians and brokers.
Custodian & Prime Broker Coordination
Act as the main point of contact for our custodians (Pershing, Fidelity, Schwab, Goldman Sachs).
Coordinate prim...
Job Overview:
The Manager – Trade Operations oversees the entire post-trade function, ensuring operational excellence, regulatory compliance, and high-quality service delivery across all custodial and trading relationships. This leadership role drives process automation, reduces operational risks, enables T+1 readiness, and partners closely with clients, custodians, and technology teams.
Key Responsibilities and Duties
Trade Lifecycle Management
Manage daily trade operations across equities, fixed income, and options—from trade capture to final settlement.
Ensure trades are entered correctly in Charles River, validated against compliance rules, and properly routed.
Oversee allocations, confirmations, and affirmations in coordination with custodians and brokers.
Custodian & Prime Broker Coordination
Act as the main point of contact for our custodians (Pershing, Fidelity, Schwab, Goldman Sachs).
Coordinate prim...
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