Investment Operations Specialist

1 week ago


Étreux, Hauts-de-France, United States Atlantic Group Full time

About Us

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The Atlantic Group is a leading organization in the investment industry, and we're seeking an exceptional Investment Operations Specialist to join our team in Boston, MA.

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Salary: $85,000 - $100,000/year + bonus

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Job Summary

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We're looking for a detail-oriented and organized individual to oversee operational activities for alternatives sub-advisory functions, ensuring smooth portfolio management, trade compliance, cash reporting, and performance monitoring. This hybrid role requires strong communication skills, data analysis expertise, and technical acumen, with proficiency in Excel.

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About the Role

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  • Operational Oversight: Manage all aspects of investment operations across private equity, hedge funds, and registered products.">
  • Compliance & Reporting: Ensure compliance with regulatory requirements, oversee trade and cash processes, and support performance reporting.">
  • Portfolio Lifecycle: Lead operational setup for new portfolios and enhance automation with third parties.">
  • Control Environment: Improve operational controls in coordination with technology teams.">
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Qualifications

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  • Education: Degree in Finance, Accounting, Economics, or related fields.">
  • Experience: 4+ years in middle or back-office operations within fund management, with a focus on alternative assets.">
  • Skills: Strong communication, data analysis, and technical acumen, with proficiency in Excel.">
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What We Offer

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Qualified candidates will be contacted within 2 business days of application.

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Location: Boston, MA
Schedule: Monday to Friday (Hybrid)

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Atlantic Group is an equal opportunity employer.

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