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Afternoon Investment Operations Associate Jobs (NOW HIRING)

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Investment Operations Associate

New York, NY · On-site

... Associate to Specialist to Lead is measured by how many of them you can run independently and, eventually, teach to someone else. You'll report to the Head of Investment Operations on a small team ...

AngelList

Investment Operations Associate

New York, NY · On-site

$150K/yr

This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech ...

MicroVentures

Investment Operations Associate

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

AngelList

Investment Operations Associate

New York, NY · On-site

$150K/yr

This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech ...

MicroVentures

Investment Operations Associate

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

MicroVentures

Investment Operations Associate

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

GMO

2027 Investment Operations Associate

Boston, MA · On-site

$62K - $72K/yr

Position Overview The Investment Operations Associate Program is a unique opportunity to gain a deep understanding of the full breadth of investment operations while learning the inner workings of an ...

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As of Sep 4, 2026, the average hourly pay for afternoon investment operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.
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Infographic showing various Afternoon Investment Operations Associate job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Investment Operations Associate

Northwestern Mutual

San Diego, CA • On-site

$65K - $75K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 10 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

171st of 315 rated insurance

Job description

GENERAL RESPONSIBILITIES
The Investment Operations Associate works with financial representatives (FRs) to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and investment support.
Specific duties include but are not limited to:
Representative Training and Development
  • Promotes, utilizes, and reinforces Northwestern Mutual planning culture, process, and tools.
  • Provide training and knowledge transfer on Investment concepts, suitability, and product resources tools and procedures.
  • Monitors and reinforces representative adherence with network office's business guidelines.
  • Meet with representative to discuss proposal, analysis, method, opinion and discuss all assumptions.
  • Identify potential opportunities and constraints and assess information to formulate strategies.
  • Craft financial security solution(s) accurately and in the best interest of clients.
  • Share recommendations with representatives and coach to the delivery of a successful client presentation.
  • Identify and inform representatives of tax consequences, costs, and applicable breakpoint information (e.g. sales charges, surrender charges, account transfer fees).

Proposal and Case Preparation
  • Prepare Personal Planning Analysis.
  • Prepare Envestnet proposal for Advisory clients.
  • Prepare Morningstar Analysis.
  • Recommend fund portfolio options.
  • Gather information for registered representative's meeting with client/prospect (e.g. prospectuses, annual reports, and Morningstar reports).

Account Services and Support
  • Prepare all materials for all quarterly and annual reviews: investment summary, consolidated investment reports.
  • Organize, manage, and coordinate back-office investment account services and support.
  • Thoroughly document case notes, thought process, and analysis, and assumptions.
  • General account servicing as directed by representative.
  • Provide NMIS Operations backup support, as needed.

QUALIFICATIONS
  • Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others.
  • Strong organizational and time management skills with the ability to set priorities and meet deadlines.
  • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment.
  • Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly.
  • 2-5 years of financial services experience preferred.
  • Experience in utilizing a planning process or methodology preferred.
  • Experience with both brokerage and advisory platforms preferred.
  • Bachelor's Degree in business, finance and/or equivalent work experience preferred.
  • Life, Accident & Health insurance licenses to be obtained within the first 3-6 months of employment.
  • Series 63 and either Series 6 or Series 7 to be obtained within the first 6 months of employment.

COMPENSATION & BENEFITS
  • Competitive Compensation: Base salary of $65-75k with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.
  • Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.
  • Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction.
  • Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives.
  • Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals.
  • Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives.

EQUAL OPPORTUNITY EMPLOYER
Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

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About Northwestern Mutual

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Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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