Investment Operations Analyst

Atlantic Group; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

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.

Skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Time management

Education

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

Tools

Microsoft Excel

Job description

Job Overview – Investment Operations Analyst

Compensation: $90,000 – $120,000/year + bonus

Location: Boston, MA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Investment Operations Analyst in Boston, MA for our client. This role supports investment operations, transaction processing, financial analysis, and related activities within an investment management environment. The Investment Operations Analyst will collaborate with cross-functional teams to coordinate investment activity, maintain accurate financial information, and support efficient operational processes. The ideal candidate has a background in finance, accounting, investment operations, or financial services with strong analytical, organizational, and communication skills.

Responsibilities as the Transaction Services Analyst:

• 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.

Qualifications for the Transaction Services Analyst:

• Education: Bachelor's degree in Accounting, Finance, Economics, or a related field is required.
• Experience: 1–3 years of experience in transaction advisory, transaction services, deal execution, investment operations, fund operations, or public accounting within financial services is required.
• Industry Knowledge: Exposure to private equity, private credit, alternative investments, investment management, or financial services transactions is preferred.
• Technical Skills: Advanced proficiency with Microsoft Excel is required. Experience interpreting financial and legal documentation and familiarity with accounting principles is preferred.
• Skills & Attributes: Strong analytical, organizational, and communication skills with exceptional attention to detail, sound problem-solving abilities, and the capacity to manage multiple priorities in a fast-paced environment.