Middle Office Operations Analyst – Trade & Settlement

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

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