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Investment Operations

Preferred Location:
North-East
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing an Investment Operations / Trading Professional at an independent RIA seeking a more stable long-term platform. Details below:

  • Currently manages day-to-day trading and investment operations for a ~$600M AUM RIA
  • Oversees portfolio rebalancing, cash management, tax loss harvesting, and advisor onboarding workflows
  • Contributes to investment research, with coverage across single equities, ETFs, and mutual funds used within model portfolios
  • Extensive hands-on experience with Tamarac Rebalancer and iRebal
  • Seeking a stable, growth-oriented environment where he can continue building within investment operations and trading infrastructure

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