Senior Fund Operations Lead

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

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.