The Manager of Finance and Trading Operations will oversee core operations including financial reporting, trade reconciliation, and collaboration with various stakeholders to enhance business processes. The role involves direct communication with clients and investors, ensuring the accuracy of client billing and improving automation in finance-related tasks.

The Trading Operations Associate manages trading tasks, oversees reconciliation processes, and acts as the main point of contact for clients and custodians. Responsibilities include trade execution, data querying, and collaborating with portfolio management teams to enhance client experience and improve trading processes.

As a Client Success Manager (CSM), you will ensure high-quality client experiences on proprietary platforms by addressing questions, resolving issues, assisting in onboarding, and gathering client feedback for product improvement. You will facilitate communication between clients and internal teams to foster successful client relationships and inform decision-making.