Investment Operations Specialist
1 week ago
About Us
">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.
">Salary: $85,000 - $100,000/year + bonus
">Job Summary
">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.
">About the Role
">- ">
- 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.">
Qualifications
">- ">
- 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.">
What We Offer
">Qualified candidates will be contacted within 2 business days of application.
">Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is an equal opportunity employer.
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