Middle Office Operations Analyst

Location

New York, NY Type: Perm (Contingency) Job #50716 Salary: $115,000 Job Overview – Middle Office Operations Analyst Compensation: $115,000 – $150,000/year + bonus Location: New York, NY Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Middle Office Operations Analyst in New York, NY for our client. This role will support investment operations, trade processing, reconciliations, and financial reporting.

The Middle Office Operations Analyst will monitor transaction activity, maintain accurate records, resolve discrepancies, and collaborate with internal teams to support efficient daily operations.

Responsibilities as the Middle Office Operations Analyst

Trade Operations: Support trade processing, transaction management, and daily investment operations activities.

Trade Reconciliations

Reconcile trade activity, positions, and financial records while investigating and resolving discrepancies.

Operational Controls

Monitor transaction activity, maintain accurate records, and support internal controls and operational accuracy.

Investment Operations

Coordinate trade settlements, transaction documentation, and related operational processes.

Operational Reporting

Prepare investment operations reports, transaction summaries, and supporting financial data.

Process Improvement

Identify opportunities to improve trade workflows, reporting processes, and operational efficiency.

Qualifications for the Middle Office Operations Analyst

Education: Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field is required.

Certification

CFA progress or other relevant financial credentials are preferred. Experience: 3–6 years of middle office, trade operations, or investment operations experience within financial services is required.

Industry Knowledge

Strong understanding of trade lifecycle management, financial markets, investment operations, and transaction processing is required.

Technical Skills

Advanced Microsoft Excel skills and proficiency with financial systems, data analysis, and operational reporting are required.

Skills & Attributes

Strong analytical, problem-solving, organizational, and communication skills with excellent attention to detail and the ability to manage multiple priorities are required.

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.