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Entry Level Investment Operations Associate Jobs

Atlantic Group - New Jersey

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Fund Operations Associate

Conshohocken, PA · On-site

$85K - $100K/yr

... Operations Associate in Conshohocken, Pennsylvania. This role requires someone who can manage ... Must have experience working with Alternative Investments. This is a hybrid role based on of ...

Manchester Capital Management

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Operations Associate (Client Service Associate)

Manchester, VT · On-site

$45K - $55K/yr

Operations Associate Location: Manchester, VT Reports to: Director of Operations Company ... MCM's core competency is investment management, complemented by two additional service lines:

Cassaday & Company

Junior Investment Analyst

Mclean, VA · On-site

$60K - $65K/yr

POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the Investment Management & Research (IMR) team in McLean, Virginia. This role focuses on investment ...

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How much do entry level investment operations associate jobs pay per hour?

As of Jul 23, 2026, the average hourly pay for entry level 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 Entry Level Investment Operations Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Associate Investment Operations Analyst

Associate Investment Operations Analyst

Frontier Asset Management

Sheridan, WY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Salary: $57,000,commensuratewith experience

The Associate Investment Operations Analyst supports portfolio management, trading, and client account administration. Responsibilities include trade support, account administration, data reconciliation, exception resolution, and operational reporting. This role works closely with Investment Operations, Account Management, and Technology teams and provides a strong foundation for a career in investment management operations.

KEY RESPONSIBILITIES


Investment Operations & Trading Support

  • Support daily trade execution and order management.
  • Reconcile accounts and verify positions.
  • Maintain trading records and account data.
  • Monitor reports and escalate exceptions.
  • Assist with model maintenance and portfolio implementation activities.

Account Administration

  • Process account requests, including new accounts, deposits, distributions, transfers, and maintenance.
  • Verify account activity across internal systems and custodial platforms.
  • Resolve account discrepancies with internal teams.
  • Maintain account documentation and records.
  • Escalate complex issues as needed.

Data Management & Reconciliation

  • Perform daily reconciliation of account, portfolio, and transaction data.
  • Investigate and resolve discrepancies and reporting issues.
  • Maintain data accuracy and report integrity.
  • Support reconciliation and operational reporting processes.

Process Improvement & Collaboration

  • Assist with operational improvement and automation initiatives.
  • Support system testing and implementation projects.
  • Collaborate across departments to maintain operational controls and efficiency.

EXPERIENCE & QUALIFICATIONS


Required

  • Bachelor's degree in Finance, Accounting, or related field.
  • Strong analytical and problem-solving skills.
  • Advanced Microsoft Excel skills.
  • Strong organizational and communication skills.
  • Ability to manage multiple priorities with accuracy and attention to detail.

Preferred

  • Experience in investment operations, trading support, portfolio administration, or financial services.
  • Experience with reconciliation, portfolio management, or trading systems.
  • Familiarity with Tamarac or similar investment management platforms.
  • Experience with reporting, data analysis, or database tools.
  • Exposure to Python, SQL, VBA, or other automation tools.
  • Knowledge of investment products, portfolio management concepts, and financial markets.

COMPENSATION & BENEFITS


  • Starting at $57,000, commensurate with experience
  • Paid Time Off and Paid Holidays
  • Medical, Dental, Vision, and Employer-Paid Life Insurance
  • Voluntary supplemental insurance options
  • 401(k) with 4% employer match
  • Potential annual bonus