Middle Office Operations Analyst

Atlantic Group; New York (NY); Hybrid; USD 115,000 - 150,000; Full time

Job summary

Atlantic Group in New York, NY is seeking a Middle Office Operations Analyst to support investment operations, trade processing, reconciliations, and financial reporting. The role collaborates with internal teams to monitor activity, maintain records, resolve discrepancies, and help ensure efficient daily operations.

The ideal candidate has a Bachelor's degree in finance or related field, 3–6 years of middle office experience, CFA progress preferred, and strong Excel skills to analyze data and

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field required.
• CFA progress or relevant financial credentials preferred.
• 3–6 years of middle office or trade operations experience required.
• Strong understanding of trade lifecycle and financial markets.
• Advanced Excel skills and proficiency with financial systems.
• Analytical, problem-solving, organizational and communication skills.

Responsibilities

• Trade operations: support processing and daily investment operations.
• Trade reconciliations: reconcile activity, positions, and records.
• Operational controls: monitor activity, maintain records, support controls.
• Investment operations: coordinate settlements and documentation.
• Operational reporting: prepare investment operation reports and data.
• Process improvement: identify opportunities to improve workflows and reporting.

Skills

Advanced Excel

Data analysis

Attention to detail

Multitasking

Education

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

Job description

Job Overview – Middle Office Operations Analyst

Compensation: $115,000 – $150,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Middle Office Operations Analyst in New York, NY for our client. This role will support investment operations, trade processing, reconciliations, and financial reporting. The Middle Office Operations Analyst will monitor transaction activity, maintain accurate records, resolve discrepancies, and collaborate with internal teams to support efficient daily operations.

Responsibilities as the Middle Office Operations Analyst:

• Trade Operations: Support trade processing, transaction management, and daily investment operations activities.
• Trade Reconciliations: Reconcile trade activity, positions, and financial records while investigating and resolving discrepancies.
• Operational Controls: Monitor transaction activity, maintain accurate records, and support internal controls and operational accuracy.
• Investment Operations: Coordinate trade settlements, transaction documentation, and related operational processes.
• Operational Reporting: Prepare investment operations reports, transaction summaries, and supporting financial data.
• Process Improvement: Identify opportunities to improve trade workflows, reporting processes, and operational efficiency.

Qualifications for the Middle Office Operations Analyst:

• Education: Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field is required.
• Certification: CFA progress or other relevant financial credentials are preferred.
• Experience: 3–6 years of middle office, trade operations, or investment operations experience within financial services is required.
• Industry Knowledge: Strong understanding of trade lifecycle management, financial markets, investment operations, and transaction processing is required.
• Technical Skills: Advanced Microsoft Excel skills and proficiency with financial systems, data analysis, and operational reporting are required.
• Skills & Attributes: Strong analytical, problem-solving, organizational, and communication skills with excellent attention to detail and the ability to manage multiple priorities are required.

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.