Investment Ops Analyst: Client Onboarding & Compliance
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-14
Listing for:
Atlantic Group
Full Time
position Listed on 2025-12-14
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Financial Services, Financial Analyst -
Business
Risk Manager/Analyst, Financial Analyst
Job Description & How to Apply Below
A leading investment firm in New York is seeking a Client Operations Analyst to support high-net-worth portfolios in onboarding, cash management, and regulatory compliance. The role requires 2-4 years experience in wealth management or investment operations, proficiency in Microsoft Excel, and a strong understanding of AML/KYC compliance. This hybrid position allows for collaboration with internal teams to enhance workflows and ensure timely reporting.
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