Our client is a publicly traded firm focused on investing in and managing real estate assets through a disciplined, capital-markets-driven approach. The organization combines deep market expertise with a strong emphasis on risk management, operational excellence, collaboration, and long-term value creation.
They are currently seeking a Trading Operations Management professional to lead the day-to-day operations supporting the firm's investment portfolio and financing activities. This is a hands-on leadership role responsible for strengthening operational controls, improving processes and technology, managing risk, and ensuring accurate and timely execution across the trade lifecycle.
Key Responsibilities:
· Oversee daily trade operations, including trade capture, confirmations, clearing and settlement, cash activity, financing transactions, reconciliations, and accounting processes. · Manage margin and collateral processes, investigate exceptions, and ensure timely resolution of breaks across books, records, custodians, counterparties, and the general ledger. · Establish and maintain robust operating procedures, controls, service standards, performance metrics, and reporting to support transparency and effective risk management. · Serve as the business owner for the order management system, driving workflow enhancements, integrations, automation, testing, and adoption in partnership with technology and business stakeholders. · Partner with Investment, Finance, Technology, Legal, Compliance, Risk, and external providers to improve operational efficiency, data quality, scalability, and resilience. · Lead operational readiness for new products, counterparties, financing arrangements, and strategic initiatives, ensuring workflows, documentation, controls, connectivity, and support models are established before launch.
For immediate consideration please contact Alex.Muzaurieta@roberthalf.
· Bachelor's degree in Finance, Accounting or related field · 5+ years of progressive experience in trade operations, treasury, middle office, capital markets operations, or a related financial services environment. · Strong understanding of post-trade activities, including settlement, reconciliations, exception management, margin and collateral, cash movements, and operational controls · Experience with fixed income, derivatives, financing transactions, or other institutional capital markets products. · Strong leadership, analytical, communication, and stakeholder-management skills, with the ability to influence across functions and communicate complex operational matters clearly. · High integrity, sound judgment, attention to detail, and a practical, action-oriented approach suited to a fast-moving capital markets environment.