Senior Investment Operations Associate

2 weeks ago

Boston MA United States Atlantic Group Full time

The Atlantic Group is partnered with a prestigious global investment firm in Boston that is seeking an experienced Senior Investment Operations Associate to join their team

This role involves managing and overseeing all operational activities supporting our alternatives sub-advisory middle and back-office operations. You will handle the full operational lifecycle for new and existing portfolios, ensuring smooth connectivity for trading, compliance, cash reporting, valuation, and reconciliations.

Working closely with the Head of Investment Operations and existing teams, you'll be responsible for designing and implementing processes that ensure accurate and timely portfolio information, from trade execution to compliance monitoring and performance reporting. This role requires a start-up mentality, where you'll develop and refine processes, leveraging existing resources where available and creating new ones as needed.

Key Responsibilities:

  • Oversee sub-advisory investment operations across various fund structures.
  • Manage operational tasks such as pre-trade compliance, trade oversight, cash forecasting, reconciliation, and risk reporting.
  • Ensure compliance with regulatory requirements and support the investment team with monitoring investment guidelines.
  • Lead operational efforts for new portfolio launches, ensuring all internal and external setups are in place before launch.
  • Enhance the control environment for investment operations in partnership with the technology team.

Qualifications:

  • 4+ years of experience in middle or back-office operations within fund management or fund administration, particularly in alternative assets and registered products.
  • Strong understanding of investment compliance, valuation, and allocation processes is preferred.
  • Degree in Finance, Accounting, Economics, or a related field; advanced credentials (MBA, CPA, CFA, CAIA) are a plus.
  • Excellent communication, detail orientation, and problem-solving skills.
  • Proficiency in Microsoft Excel and Word; experience with PowerBI or similar tools is a plus.
  • Highly motivated, proactive, and capable of thriving in a fast-paced, entrepreneurial environment.
  • Strong organizational and project management skills, with the ability to multitask and work independently.

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