Asset Management Analyst (Temporary)

Atlantic Group; New York (NY); On-site; USD 55,104 - 103,320; Full time

Job summary

Atlantic Group is looking for a temporary Asset Management Analyst in New York, NY. This position involves supporting asset management operations and coordinating complex transaction workflows within a fast-paced investment environment.

The ideal candidate will hold a Bachelor's degree in Finance or a related field and possess strong analytical and Excel skills. A salary of $40 - $75/hour is offered, depending on experience.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• Experience in asset management or related financial services role preferred.
• Advanced skills in Microsoft Excel and exposure to financial environments required.

Responsibilities

• Coordinate transaction activities and support day-to-day operations.
• Maintain portfolio data and prepare financial reports.
• Assist with transaction execution and operational initiatives.

Skills

Analytical skills

Organizational skills

Communication skills

Problem-solving skills

Advanced Microsoft Excel

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Financial systems

Reporting platforms

Investment management software

Job description

Job Overview – Asset Management Analyst (Temporary)

Compensation: $40 - $75/hour (Dependent on Experience)

Location: New York, NY

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring an Asset Management Analyst (Temporary) in New York, NY for our client, supporting asset management operations, structured finance transactions, and portfolio management within a fast-paced investment management environment. This role will coordinate complex transaction workflows, monitor portfolio activity, and partner with investment professionals and external stakeholders to ensure accurate execution and reporting.

Responsibilities

• Transaction Support: Coordinate transaction activities and partner with internal and external stakeholders to support day-to-day operations.
• Portfolio Operations: Support portfolio management activities through reporting, cash management, operational oversight, and ongoing investment support.
• Data & Reporting: Maintain portfolio data, prepare reports, reconcile information, and ensure the accuracy of investment records and financial information.
• Investment Support: Assist with transaction execution, due diligence, operational initiatives, and other asset management activities.
• Cross-Functional Collaboration: Partner with investment, finance, operations, and other business teams to support portfolio activities and resolve operational issues.
• Process Improvement: Identify opportunities to improve workflows, strengthen operational controls, and enhance reporting and process efficiency.

Qualifications

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.
• Experience: Experience in asset management, investment operations, portfolio operations, middle office, financial operations, or a related financial services role is preferred.
• Industry Knowledge: Exposure to investment management, capital markets, structured finance, fixed income, or other financial services environments is preferred.
• Technical Skills: Advanced Microsoft Excel skills are required. Experience with financial systems, reporting platforms, or investment management software is preferred.
• Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with exceptional attention to detail, the ability to manage multiple priorities, and a collaborative approach in a fast-paced environment are required.