Atrium
We are seeking a highly motivated and detail-oriented
Investment & Operations Analyst
to join our team. This dual-role position bridges the firm’s front-office investment activities with critical back- and middle-office operations. The successful candidate will play a key role in supporting deal execution, portfolio monitoring, fund reporting, and operational process improvement. Key Responsibilities Investment Analysis & Support (approx. 50%) Assist with deal evaluation, due diligence, financial modeling, and market research across multiple asset classes. Prepare investment memos and presentations for internal committees and external stakeholders. Monitor performance of portfolio investments, track key metrics, and generate periodic reports. Support investment team with data collection, scenario analysis, and benchmarking. Operations & Fund Administration (approx. 50%) Coordinate with fund administrators, custodians, legal counsel, and auditors to ensure timely and accurate reporting. Reconcile capital calls, distributions, wire transfers, and management fees. Maintain and improve internal systems for data management, CRM, investor reporting, and performance tracking. Assist with compliance and regulatory filings, KYC/AML procedures, and operational due diligence. Identify and implement process enhancements to improve efficiency, accuracy, and transparency across the firm. Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2 years of relevant experience in investment management, private equity, fund operations, investment banking, or asset servicing. Strong financial modeling and analytical skills; proficiency in Excel and PowerPoint. Familiarity with alternative investment structures (e.g., LP/GP, SPVs, feeders) and fund operations. Experience with reporting systems such as eFront, iLEVEL, Addepar, or similar platforms is highly desirable. Exceptional attention to detail, ability to manage multiple priorities, and strong communication skills. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at Atrium by 2x Get notified about new Operations Analyst jobs in
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Investment & Operations Analyst
to join our team. This dual-role position bridges the firm’s front-office investment activities with critical back- and middle-office operations. The successful candidate will play a key role in supporting deal execution, portfolio monitoring, fund reporting, and operational process improvement. Key Responsibilities Investment Analysis & Support (approx. 50%) Assist with deal evaluation, due diligence, financial modeling, and market research across multiple asset classes. Prepare investment memos and presentations for internal committees and external stakeholders. Monitor performance of portfolio investments, track key metrics, and generate periodic reports. Support investment team with data collection, scenario analysis, and benchmarking. Operations & Fund Administration (approx. 50%) Coordinate with fund administrators, custodians, legal counsel, and auditors to ensure timely and accurate reporting. Reconcile capital calls, distributions, wire transfers, and management fees. Maintain and improve internal systems for data management, CRM, investor reporting, and performance tracking. Assist with compliance and regulatory filings, KYC/AML procedures, and operational due diligence. Identify and implement process enhancements to improve efficiency, accuracy, and transparency across the firm. Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2 years of relevant experience in investment management, private equity, fund operations, investment banking, or asset servicing. Strong financial modeling and analytical skills; proficiency in Excel and PowerPoint. Familiarity with alternative investment structures (e.g., LP/GP, SPVs, feeders) and fund operations. Experience with reporting systems such as eFront, iLEVEL, Addepar, or similar platforms is highly desirable. Exceptional attention to detail, ability to manage multiple priorities, and strong communication skills. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at Atrium by 2x Get notified about new Operations Analyst jobs in
New York, NY . New York, NY $76,500.00-$126,500.00 1 week ago New York, NY $95,500.00-$118,000.00 7 hours ago New York, NY $100,000.00-$120,000.00 2 months ago New York, NY $79,000.00-$99,000.00 1 week ago New York, NY $70,000.00-$130,000.00 7 months ago New York, NY $83,000.00-$97,000.00 1 day ago New York, NY $65,000.00-$75,000.00 4 weeks ago New York, NY $70,000.00-$90,000.00 6 days ago New York, NY $91,000.00-$124,000.00 2 weeks ago New York City Metropolitan Area 1 week ago New York, NY $95,000.00-$115,000.00 1 day ago New York, NY $95,000.00-$110,000.00 5 days ago New York, NY $90,000.00-$130,000.00 1 week ago New York, NY $60,000.00-$75,000.00 6 days ago Distribution Operations Manager - Mandarin Preferred
New York, NY $98,000.00-$120,000.00 1 week ago New York, NY $110,000.00-$125,000.00 2 weeks ago New York, NY $99,000.00-$116,000.00 5 days ago Carlstadt, NJ $90,000.00-$110,000.00 1 month ago New York, NY $90,000.00-$110,000.00 2 weeks ago New York, NY $20,000.00-$65,000.00 3 days ago Business Analyst – Operations & Settlement
Business Operations Manager, Energy Finance
New York, NY $159,000.00-$225,000.00 15 hours ago Brooklyn, NY $81,900.00-$150,100.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr