Head of Operations; Investment Management

Overview

Job Overview – Head of Operations (Investment Management). Compensation: $200,000 – $250,000/year + bonus.

Location:

New York, NY.

Schedule:

Monday to Friday (Hybrid).

Atlantic Group is hiring a Head of Operations (Investment Management) in New York, NY for our client, a senior leadership role overseeing firmwide investment operations. In this hybrid role, you will partner with the Co-Head of Operations to oversee the trade lifecycle, risk controls, and operational infrastructure while driving process optimization, system enhancements, and cross-functional alignment.

• Operational Leadership & Management: Partner with the Co-Head of Operations to lead the operations function, manage and mentor the team, and serve as an escalation point for complex issues.
• Trade Lifecycle Oversight: Oversee end-to-end trade lifecycle operations, ensuring strong controls, risk mitigation, and timely resolution of breaks and discrepancies.
• Cross-Functional Collaboration: Partner with Trading, Portfolio Management, Finance, Technology, Compliance, and external providers to support investment operations.
• Issue Resolution & Analysis: Diagnose and resolve reconciliation breaks, trade discrepancies, allocation issues, and other operational challenges.
• Strategic Projects & Scalability: Lead system implementations, process redesigns, automation, and scalability initiatives to support business growth.

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Experience: 15+ years of experience in investment or fund operations, including senior leadership within complex investment environments.
• Product Knowledge: Strong working knowledge of the trade lifecycle and operational support for products such as CDS, equity swaps, bonds, and OTC derivatives.
• Industry Expertise: Strong understanding of operational infrastructure, controls, reconciliations, and risk management, with experience leading major operational initiatives.
• Skills & Attributes: Highly effective leader with strong judgment, excellent communication skills, and the ability to operate hands-on in a fast-paced, high-intensity investment environment.

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.