Senior Operations Associate

Atlantic Group; New York (NY); On-site; USD 150,000 - 175,000; Full time

Job summary

Atlantic Group, a private investment firm, seeks a Senior Operation Associate in New York to support private credit investments and collaborate across investment, finance, legal, tax, and investor relations teams.

The role offers a base salary of 150k–175k with bonus, aiming for total compensation around 200k, and requires hands-on cash management, liquidity forecasting, and fund operations experience.

Qualifications

• 6+ years of experience in private credit/direct lending/alternative asset management.
• Knowledge of direct lending structures (first-lien, second-lien).
• Hands-on cash management and fund operations experience.
• Experience with cross-team collaboration in investment, finance, and legal functions.

Responsibilities

• Support operational management of private credit investments throughout their lifecycle.
• Coordinate investment funding, settlements, cash movements, and related transactions.
• Monitor liquidity, cash forecasting, capital activity, and financing facilities.
• Prepare portfolio, exposure, and management reporting for internal stakeholders.
• Partner with investment, finance, accounting, legal, and investor relations teams to support fund operations.
• Oversee data integrity, reconciliations, and operational controls across the platform.
• Assist with quarterly reporting, valuations, fundraising support, and strategic initiatives.
• Identify opportunities to enhance processes, reporting, and operational efficiency.

Skills

Cash management

Liquidity forecasting

Fund operations

Financial reporting

Job description

Our client, a private investment firm, is seeking a Senior Operation Associate to join their team. This is a highly visible role offering direct exposure to investment professionals, finance leadership, fund accounting, legal, tax, and investor relations teams.

150k to 175k with bonus, around 200k total comp

Responsibilities:

• Support the operational management of private credit investments throughout their lifecycle.
• Coordinate investment funding, settlements, cash movements, and related transactions.
• Monitor liquidity, cash forecasting, capital activity, and financing facilities.
• Prepare portfolio, exposure, and management reporting for internal stakeholders.
• Partner with investment, finance, accounting, legal, and investor relations teams to support fund operations.
• Oversee data integrity, reconciliations, and operational controls across the platform.
• Assist with quarterly reporting, valuations, fundraising support, and strategic initiatives.
• Identify opportunities to enhance processes, reporting, and operational efficiency.

Qualifications:

• 6+ years of experience within a private credit, direct lending, or alternative asset management environment.
• Strong understanding of direct lending, first-lien and second-lien loan structures.
• Hands-on cash management, liquidity forecasting, and fund operations experience.