Level Four Group, LLC
The Trading and Operations Associate at Level Four Capital Management supports the portfolio management team by ensuring operational efficiency, data integrity, and accurate reporting across proprietary investment strategies and client solutions. The role involves coordinating onboarding, trade allocation, and compliance processes while serving as a key liaison between financial advisors, operations, and external partners.
Level Four Group, LLC is a financial services and wealth management firm that provides investment management, trading, insurance, and advisory support services. The company works with financial advisors and clients to deliver planning, portfolio management, and operational solutions within the financial services industry.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Level Four Group, LLC.
Level Four Group, LLC didn’t post a salary, so this is our estimate from similar listings.
40% below the average for this role