Senior Associate (Fund Operations)

Atlantic Group; Boston (MA); On-site; USD 100,000 - 105,000; Full time

Job summary

A leading recruitment firm is seeking a Senior Associate (Fund Operations) in Boston, MA. The role involves overseeing investment operations, ensuring compliance and risk monitoring, and leading new portfolio launches. Ideal candidates will have a Bachelor's degree in Finance, 4+ years of relevant experience, and strong skills in project management and data analysis. This is an in-office position with a competitive salary in a fast-paced investment environment.

Qualifications

• 4+ years of fund or portfolio operations experience within asset management or fund administration.
• Strong understanding of investment operations, allocation processes, and regulatory requirements.
• Highly organized and proactive in managing multiple priorities.

Responsibilities

• Oversee day-to-day operations across multiple fund structures.
• Support investment compliance, guideline monitoring, and operational risk reporting.
• Lead operational readiness for new portfolio launches.

Skills

Investment operations understanding

Strong communication

Problem-solving skills

Project management

Data analysis

Advanced Excel proficiency

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

MBA

Tools

Power BI

Job description

Job Overview – Senior Associate (Fund Operations)

Compensation: $100,000 – $105,000/year
Location: Boston, MA
Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring a Senior Associate (Fund Operations) in Boston, MA for our client, supporting investment operations, portfolio lifecycle activities, and operational oversight across complex fund structures. This role partners closely with portfolio management, structuring, and technology teams to enhance controls, process efficiency, and risk reporting and is ideal for professionals with 4+ years of fund or portfolio operations experience within asset management or fund administration, including exposure to registered products.

Responsibilities

• Investment Operations Oversight: Oversee day-to-day operations across multiple fund structures, ensuring accurate execution, documentation, and efficiency.
• Compliance & Risk Monitoring: Support investment compliance, guideline monitoring, fair valuation, and operational risk reporting.
• Fund Launch Support: Lead operational readiness for new portfolio launches, coordinating internal teams and external providers.
• Process Improvement & Controls: Partner with technology teams to enhance workflows, controls, and data integrity.
• Regulatory & Data Governance: Ensure adherence to security, data protection, and privacy requirements while escalating risks as needed.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required (MBA preferred).
• Certifications: CPA, CFA, or CAIA preferred.
• Experience: 4+ years of fund or portfolio operations experience within asset management or fund administration, with exposure to registered products and complex fund structures.
• Industry Knowledge: Strong understanding of investment operations, allocation processes, fund structures, regulatory requirements, and valuation oversight.
• Technical Skills: Advanced Excel proficiency required, with experience in data analysis and reporting tools such as Power BI or similar visualization platforms preferred.
• Skills & Attributes: Highly organized and proactive professional with strong communication, problem-solving, and project management skills, capable of managing multiple priorities in a fast-paced investment environment.

Application Notice: 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.