Hybrid Investment Operations Analyst (Private Markets)

Atlantic Group

Boston (MA)

Hybrid

USD 90,000 - 120,000

Full time

14 days+

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Job summary

Atlantic Group seeks an Investment Operations Analyst in Boston, MA to support investment operations, transaction processing, financial analysis, and related activities within an investment management environment.

The ideal candidate has a background in finance, accounting, investment operations, or financial services with strong analytical, organizational, and communication skills. The role is hybrid, based in Boston, with compensation of $90,000–$120,000 plus bonus.

Qualifications

Bachelor's degree in Accounting, Finance, Economics, or a related field is required.
1–3 years of experience in transaction advisory, transaction services, deal execution, investment operations, fund operations, or public accounting within financial services is required.
Exposure to private equity, private credit, alternative investments, investment management, or financial services transactions is preferred.
Advanced proficiency with Microsoft Excel is required. Experience interpreting financial and legal documentation and familiarity with accounting principles is preferred.
Strong analytical, organizational, and communication skills with exceptional attention to detail.

Responsibilities

Transaction Execution: Support the end-to-end onboarding and closing of private investment transactions by coordinating documentation, funding activities, and operational setup.
Investment Operations: Establish new investments, legal entities, and securities within internal systems while maintaining accurate investment records and reporting data.
Document Review: Analyze legal and financial agreements to identify key transaction terms, operational requirements, and accounting considerations while escalating complex issues as needed.
Cross-Functional Collaboration: Partner with investment professionals, legal counsel, accounting teams, external managers, and service providers to facilitate efficient transaction processing and settlement.
Operational Due Diligence: Assist in evaluating external investment managers by reviewing operational processes, controls, and supporting documentation during onboarding activities.
Reporting & Reconciliations: Reconcile transaction activity, maintain organized records, support audit requests, and prepare analytical reporting for accounting, compliance, and management teams.