What are the responsibilities and job description for the Trading Operations Lead position at Calyptus?
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The Associate VP, Trading Operations, is responsible for leading the firm's trading functions across all service lines and investment vehicles. This includes day-to-day oversight of trading, model management and ownership of all steps involved in the lifecycle of a non-liquid trade.
What You’ll Do / Position Responsibilities
Trade Operations & Execution
- Oversee trade execution of the firm, including the coordination with custodians and operations analysts to ensure timely and accurate settlement.
- Translate portfolio management decisions into executable transactions across the lifecycle of the trades.
- Oversee daily cash inflow reporting and implement process enhancements so all interested parties receive appropriate information for trading activity.
- Collaborate with Advisor teams on non-discretionary trading needs.
Trade Analytics & Framework
- Work closely with Portfolio Management and Advisors to implement model portfolios in Black Diamond and oversee the trading activities associated with model changes.
- Create reports and communicate relevant findings to management on trading activities.
Trade Expertise & Mentorship
- Continued professional development on trading, investment operations and technical platforms.
- Mentor and train Operations analysts associated with the trading platform.
What We Expect / Qualifications
- Bachelor’s degree in accounting, finance, or related discipline.
- 8-12 years of experience in trading, investment operations, or financial-technology platform management.
- Vast experience with portfolio accounting platforms; knowledge of Black Diamond or Tamarac preferred.
- Knowledge of alternative investments (private capital and hedge fund structures).
- Strong understanding of valuation processes, transaction lifecycle, security master data, and portfolio operations.
- Excellent communication skills and proven ability to partner with Investments, Operations, Compliance, Technology, and client-facing teams.
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Disclaimer: Calyptus uses an automated assessment tool that scores applicants.
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