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Executive Investment Operations Associate Jobs (NOW HIRING)

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 ...

Fairway Wealth Advisors

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Investment Operations Associate

Orlando, FL · On-site

$60K - $100K/yr

Responsibilities of Investment Operations: · New Account Processing · Account Maintenance o IRA Conversions o ACH Management o Transfer of Assets o Portfolio Allocation o Tax Loss Harvesting · ...

Fairway Wealth Advisors

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Investment Operations Associate

Orlando, FL · On-site

$60K - $100K/yr

Responsibilities of Investment Operations: · New Account Processing · Account Maintenance o IRA Conversions o ACH Management o Transfer of Assets o Portfolio Allocation o Tax Loss Harvesting · ...

Cappelle Wealth Management - Northwestern Mutual

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Investment Operations Associate

Schaumburg, IL · On-site

$70K - $75K/yr

Preparing investment policy statement Processing Accounts * Preparing and processing all paperwork needed for investment/advisory accounts * Monitoring, processing and following up on asset transfers ...

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As of Jun 13, 2026, the average hourly pay for executive 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 Executive Investment Operations Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Investment Operations Associate

Investment Operations Associate

Cassaday & Company

Mclean, VA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

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 data integrity, performance and cost basis reporting, and operational support across portfolio management and trading functions, while also assisting with investment research initiatives, analytical projects, and investment-related communications.

RESPONSIBILITIES

  • Maintain and audit investment data across portfolio accounting and reporting systems, with a focus on cost basis accuracy and reconciliation. 

  • Support the firm’s GIPS® verification process through data preparation, validation, and auditor coordination. 

  • Prepare investment analyses and materials for internal and client-facing use. 

  • Coordinate fund manager due diligence processes, including meeting scheduling, documentation, and follow-up tracking. 

  • Support Investment Policy Committee (IPC) meeting preparation, logistics, and materials. 

  • Assist with departmental reporting and operational workflow management across IMR and Trading functions. 

  • Assist in the drafting and reviewing of client-facing investment communications. 

REQUIREMENTS 

  • Bachelor’s degree with a strong academic record. 

  • Strong interest in investment management and financial markets. 

  • Progress toward CFA® designation preferred. 

  • Ability to obtain the SIE, Series 7, and Series 66 (or equivalent) within six months of hire.

  • Advanced proficiency in Microsoft Excel; VBA experience preferred.

  • Familiarity with investment platforms and research tools such as Bloomberg, FactSet, Morningstar, or YCharts preferred.

  • Experience with Python, R, SQL, or other analytical tools is a plus.

  • Strong analytical, quantitative, and organizational skills.

  • High attention to detail and ability to manage multiple priorities effectively. 

This position offers a hybrid schedule following successful completion of the introductory period.

ABOUT US

Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

CASSADAY & COMPANY BENEFITS PACKAGE

  • Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
  • 401(k) options
  • Paid time off
  • Telework options
  • Health & Wellness Program, including:
    • Monthly Wellness Allowance
    • quarterly & annual employee wellness events
  • Paid parking in covered garage, OR monthly public transit subsidy
  • Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
  • Company-sponsored employee appreciation events
Employment Type: FULL_TIME

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