AVP, Trade Operations
Job Title: AVP, Trade Operations
Location: Cincinnati, OH (on-site)
Salary: $110k-$140k + bonus
Summary:
This is an exciting opportunity to join a growing investment firm and play a key role in its continued expansion. Reporting directly to the COO, this role oversees the full trade lifecycle across multiple asset classes for a diverse set of non‑profit clients. With the operations team actively growing, it's a dynamic moment to step in and make a meaningful impact. Management experience is preferred, as the position offers the chance to help shape and elevate the team during an important period of growth.
In this role you will be responsible for:
- Oversee the firm's trade execution process, coordinating closely with custodians and operations analysts to ensure timely and accurate settlement.
- Supervise daily cash‑inflow reporting and drive process improvements to ensure all stakeholders receive accurate and timely information to support trading activity.
- Collaborate with Advisor teams on non‑discretionary trading needs, ensuring alignment with client objectives.
- Partner with Portfolio Management and Advisors to implement model portfolios in Black Diamond and manage trading activities resulting from model updates.
- Prepare reports and communicate key insights and trends related to trading activity to firm leadership.
- Mentor and train operations analysts involved in the trading platform, supporting skill development and operational excellence.
The ideal candidate should have the following qualifications and skills:
- Bachelor's degree in accounting, finance, or a related discipline.
- 8+ years of experience in trading, investment operations, or managing financial‑technology platforms.
- Extensive experience with portfolio accounting systems; familiarity with Black Diamond or Tamarac is preferred.
- Strong knowledge of alternative investments, including private capital and hedge fund structures.
- Deep understanding of valuation processes, the full transaction lifecycle, security master data, and portfolio operations.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.