Senior Operations Associate (Investment Operations)

Atlantic Group; New York (NY); On-site; USD 130,000 - 150,000; Full time

Job summary

A financial services firm is seeking a Senior Operations Associate in New York, NY, to support trade lifecycle management and operational processes. The role involves working with portfolios across credit, loans, and fixed income. Ideal candidates will possess 5-8 years of investment operations experience and a bachelor's degree in a related field. Proficiency in Excel and experience with investment operations platforms are essential. This hybrid role demands proactive professionals skilled in process improvement and strong organizational capabilities.

Qualifications

• 5-8 years of investment operations experience within a hedge fund, asset manager, or financial institution.
• Strong understanding of trade lifecycle processes and instruments including CLOs and fixed income products.
• Experience using investment operations platforms such as FIS or similar OMS.

Responsibilities

• Support daily trade workflows, pricing, allocations, and lifecycle events across credit and fixed income products.
• Reconcile cash, positions, and P&L with administrators and prime brokers.
• Drive operational enhancements to improve efficiency and scalability.

Skills

Investment operations experience

Detail-oriented

Strong organizational skills

Effective communication

Education

Bachelor's degree in Finance, Accounting, or a related field

Tools

Advanced Excel

FIS

IVP

Job description

Overview

Job Overview – Senior Operations Associate (Investment Operations)

Compensation: $130,000 – $150,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Senior Operations Associate (Investment Operations) in New York, NY for our client, supporting trade lifecycle management, reconciliations, and operational processes across structured credit, loans, repos, and fixed income portfolios. In this hybrid role, you will partner with portfolio management, administrators, and prime brokers to ensure accurate books and records while driving automation and process improvements in a growing investment platform.

Responsibilities

• Trade & Portfolio Operations: Support daily trade workflows, pricing, allocations, and lifecycle events across credit and fixed income products.
• Reconciliations & Books Oversight: Reconcile cash, positions, and P&L with administrators and prime brokers to ensure accuracy.
• Credit & Structured Product Support: Process activity across CLOs, loans, repos, and other credit instruments while monitoring portfolios.
• Process Improvement & Automation: Drive operational enhancements to improve efficiency, controls, and scalability.
• Stakeholder Coordination: Partner with internal teams, service providers, and counterparties to resolve operational issues.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, or a related field required.
• Experience: 5-8 years of investment operations experience within a hedge fund, asset manager, or financial institution, with exposure to credit or structured products.
• Industry Knowledge: Strong understanding of trade lifecycle processes and instruments including CLOs, syndicated and private loans, repos, and other fixed income products.
• Technical Skills: Advanced Excel proficiency required, with experience using investment operations platforms such as FIS, IVP, or similar OMS and reconciliation systems preferred.
• Skills & Attributes: Detail-oriented and proactive professional with a process improvement mindset, strong organizational skills, and the ability to communicate effectively across teams and external partners.

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.