Operations Associate

Atlantic Group; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Atlantic Group is hiring an Operations Associate in New York, NY to support trade operations, reconciliations, fund accounting, and operational controls within an investment management environment.

The ideal candidate has 4+ years of hedge fund operations experience and strong Excel/financial systems skills, with a focus on process improvement and automation.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field is required.
• 4+ years of investment operations, trade operations, fund operations, or related experience is required.
• Strong knowledge of trade processing, settlements, reconciliations, and investment operations is required.
• Strong Microsoft Excel and financial systems skills are required; automation/data analysis tools preferred.

Responsibilities

• Trade Operations: Support daily trade processing, settlement, and post-trade activities.
• Reconciliations: Perform trade, position, and cash reconciliations; research discrepancies.
• Investment Support: Partner with investment and trading teams for daily operational needs.
• Operational Controls: Maintain controls and identify risks, exceptions, and improvements.
• Fund Operations: Support fund operations, cash management, reporting, and investment activities.
• Process Improvement: Identify opportunities to improve workflows, systems, and automation.

Skills

Analytical

Problem solving

Communication

Organization

Attention to detail

Independent work

Education

Bachelor's degree (Finance / Accounting / Economics / Business)

Tools

Excel

Automation tools

Data analysis tools

Financial systems

Job description

Job Overview – Operations Associate

Compensation: $110,000–$160,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring an Operations Associate in New York, NY for our client, supporting trade operations, settlements, reconciliations, fund accounting, and operational controls within an investment management environment. This role will work closely with trading and investment professionals while managing daily operational workflows, identifying risks, and improving processes through technology and automation. The ideal candidate has hedge fund operations experience with strong technical aptitude, problem-solving skills, and a process improvement mindset.

Responsibilities as the Operations Associate

• Trade Operations: Support daily trade processing, settlement, and other post-trade operational activities.
• Reconciliations: Perform trade, position, and cash reconciliations while researching and resolving discrepancies.
• Investment Support: Partner with investment and trading teams to support daily operational requirements.
• Operational Controls: Maintain effective operational controls while identifying risks, exceptions, and opportunities for improvement.
• Fund Operations: Support fund operations, cash management, reporting, and related investment activities.
• Process Improvement: Identify opportunities to improve operational workflows, systems, automation, and overall efficiency.

Qualifications for the Operations Associate

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.
• Experience: 4+ years of investment operations, trade operations, fund operations, or related financial services experience is required.
• Industry Knowledge: Strong knowledge of trade processing, settlements, reconciliations, operational controls, and investment operations is required.
• Technical Skills: Strong Microsoft Excel and financial systems skills are required, with experience using automation or data analysis tools preferred.
• Skills & Attributes: Strong analytical, problem-solving, communication, organization, and attention to detail skills with the ability to work independently in a fast-paced environment are required.