Associate Vice President, Investor & Trading Operations

The HT Group; Houston (TX); On-site; USD 120,000 - 125,000; Full time

Job summary

The HT Group is partnering with an independent wealth management firm to place an Associate Vice President, Investor & Trading Operations in Houston, TX. This onsite, full-time role supports the investment platform, trading operations, and data infrastructure, balancing hands-on trading with operational ownership.

The successful candidate will lead daily trading activities, manage trade requests and reconciliation, and drive automation to improve platform efficiency, reporting, and analytics

Qualifications

• 5+ years of experience in investment operations or trading operations.
• Hands-on experience supporting or executing trades in a live trading environment.
• Experience with portfolio models and investment operations workflows.
• Strong analytical skills with meticulous attention to detail.
• Advanced Microsoft Excel skills.

Responsibilities

• Lead daily trading operations and act as primary contact for trade execution.
• Prepare, validate, and monitor trade requests; support reconciliation.
• Review cash positions, account restrictions, model allocations, portfolio readiness.
• Maintain operational controls; support pre- and post-trade validation.
• Support alternative investment operations including capital calls and valuations.
• Assist with billing readiness, reconciliation, and account configuration.
• Maintain data integrity across CRM, portfolio management, and reporting platforms.
• Support client reporting, performance validation, and investment reporting workflows.
• Identify opportunities to automate processes and improve operational efficiency.
• Collaborate with advisors, custodians, technology partners, and cross-functional teams.

Skills

Trading operations

Investment operations

Analytical skills

Advanced Excel

Portfolio models

SQL

Python

Power BI

Tools

RedBlack

Black Diamond

Charles River

Eze

Orion

Moxy

Envestnet

Salesforce

Addepar

Job description

Associate Vice President, Investor & Trading Operations (BH-20466)

Location Houston, United States Sector Financial Services Salary 120,000.00 US to 125,000.00 US per annum

AVP, Investor & Trading Operations

Location: Houston, TX (Onsite)

Employment Type: Full-Time

About the Opportunity

The HT Group is partnering with a highly regarded independent wealth management firm to find an AVP of Investor & Trading Operations. This is a unique opportunity to step into a highly visible role supporting the firm's investment platform, trading operations, and data infrastructure.

This position is ideal for someone who is an active trader today and enjoys balancing hands-on trading responsibilities with broader operational ownership. You'll serve as the firm's primary trading operations resource while helping oversee critical investment platforms, operational workflows, reporting, and data integrity across the organization.

If you enjoy improving processes, working across investment operations, and driving operational excellence in a collaborative environment, this role offers significant opportunity for growth and long-term leadership.

What You'll Do

• Lead daily trading operations and serve as the primary point of contact for trade execution activities.
• Prepare, validate, and monitor trade requests while supporting trade reconciliation and issue resolution.
• Review cash positions, account restrictions, model allocations, and portfolio readiness.
• Help maintain operational controls and support pre- and post-trade validation processes.
• Support alternative investment operations including capital calls, distributions, valuations, and subscription workflows.
• Assist with billing readiness, reconciliation, and account configuration.
• Maintain data integrity across CRM, portfolio management, and reporting platforms.
• Support client reporting, performance validation, and investment reporting workflows.
• Identify opportunities to automate processes and improve operational efficiency.
• Collaborate with advisors, custodians, technology partners, and cross-functional teams to enhance platform operations.

Qualifications Required

• 5+ years of experience in investment operations, trading operations, product operations, or platform operations.
• Current hands-on experience supporting or executing trades within a live trading environment.
• Experience with portfolio models and investment operations workflows.
• Strong analytical skills with exceptional attention to detail.
• Advanced Microsoft Excel skills.

Preferred

• Experience with institutional trading or portfolio management platforms such as:
  • RedBlack
  • Black Diamond
  • Charles River
  • Eze
  • Orion
  • Moxy
  • Envestnet
• Alternative investment operations experience.
• Experience with CRM platforms (Salesforce preferred).
• Familiarity with portfolio reporting platforms (Addepar preferred).
• Exposure to SQL, Python, Power BI, Tableau, or workflow automation tools.
• Experience supporting billing, performance reporting, or investment data management.

What We're Looking For

We're seeking someone who thrives in a fast-paced investment environment and enjoys solving complex operational challenges. The ideal candidate is proactive, collaborative, detail-oriented, and passionate about building scalable processes that support both investment teams and clients.

This is an excellent opportunity to join a growing organization where you'll have meaningful ownership, direct exposure to firm leadership, and the ability to influence the evolution of trading and platform operations.

#MPIND