Senior Operations Associate

2 months ago


Connecticut, United States Atlantic Group Full time

Key Responsibilities:

  • Oversee all facets of trading and investment support, encompassing allocations, trade execution, settlement, and various operational tasks.
  • Monitor cash positions and project future funding requirements.
  • Facilitate month-end valuations in collaboration with independent third parties and financial dealers.
  • Maintain a thorough and current understanding of the primary pipeline of upcoming transactions, managing priorities related to allocations, liquidity sources, and other essential pre-close data.
  • Manage credit facilities in relation to borrowing bases and requests.
  • Respond to specific inquiries regarding investment performance, accounts, or strategies.
  • Support client reporting inquiries.
  • Identify and execute process enhancements through reengineering or technological advancements.
  • Engage in investment-related meetings and discussions.

Required Qualifications:

  • 7-10 years of experience in Middle Office Operations within an asset management firm, administrator, hedge fund, or investment advisory.
  • Bachelor's degree in business, finance, or a related discipline.
  • Previous experience with a variety of financial instruments, including broadly syndicated loans, bonds, BDCs, and structured products.

Company: Atlantic Group



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