Senior Investment Operations Associate McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment ...
Quick apply
Senior Investment Operations Associate McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment ...
Quick apply
Senior Investment Operations Associate McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Quick apply
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Quick apply
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
What You'll Do We're looking for an Associate, Investment Risk & Analytics to join our Principal Asset Allocation (PAA) team. In this role, you'll help execute the team's effort to provide global ...
What You'll Do We're looking for an Associate, Investment Risk & Analytics to join our Principal Asset Allocation (PAA) team. In this role, you'll help execute the team's effort to provide global ...
West Des Moines, IA · On-site
$77K - $128K/yr
Support analysis for investment recommendations, key exposures, and risks for assigned strategy mandates.This role will be subject to an SEC compliance program, which can include monitoring personal ...
West Des Moines, IA · On-site
$77K - $128K/yr
Support analysis for investment recommendations, key exposures, and risks for assigned strategy mandates.This role will be subject to an SEC compliance program, which can include monitoring personal ...
Des Moines, IA · On-site
$127K - $171K/yr
What You'll Do We're looking for an Associate, Investment Risk & Analytics to join our Principal Asset Allocation (PAA) team. In this role, you'll help execute the team's effort to provide global ...
Des Moines, IA · On-site
$127K - $171K/yr
What You'll Do We're looking for an Associate, Investment Risk & Analytics to join our Principal Asset Allocation (PAA) team. In this role, you'll help execute the team's effort to provide global ...
Urbandale, IA · On-site
Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties ...
Urbandale, IA · On-site
Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties ...
Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties ...
Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties ...
Des Moines, IA · On-site
$73K - $99K/yr
What You'll Do We're looking for an Associate, Investment Operations to join our team. In this role, you'll independently perform procedures, analysis and report preparation to support the lifecycle ...
Des Moines, IA · On-site
$73K - $99K/yr
What You'll Do We're looking for an Associate, Investment Operations to join our team. In this role, you'll independently perform procedures, analysis and report preparation to support the lifecycle ...
Des Moines, IA · Hybrid
$73K - $99K/yr
What You'll Do We're looking for an Associate, Investment Operations to join our team. In this role, you'll independently perform procedures, analysis and report preparation to support the lifecycle ...
Des Moines, IA · Hybrid
$73K - $99K/yr
What You'll Do We're looking for an Associate, Investment Operations to join our team. In this role, you'll independently perform procedures, analysis and report preparation to support the lifecycle ...
1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC is seeking an Associate focused on real estate credit to analyze and execute a wide array of investment opportunities. You will be deeply involved in ...
1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC is seeking an Associate focused on real estate credit to analyze and execute a wide array of investment opportunities. You will be deeply involved in ...
1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC is seeking an Associate focused on real estate credit to analyze and execute a wide array of investment opportunities. You will be deeply involved in ...
1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC is seeking an Associate focused on real estate credit to analyze and execute a wide array of investment opportunities. You will be deeply involved in ...
Des Moines, IA · On-site
We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe that we are greater than me and ...
Des Moines, IA · On-site
We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe that we are greater than me and ...
The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research ...
The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research ...
The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research ...
The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research ...
Clive, IA · On-site
$150K - $200K/yr
Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors * Monitor, process, and follow up on asset transfers and initial and subsequent ...
Quick apply
Clive, IA · On-site
$150K - $200K/yr
Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors * Monitor, process, and follow up on asset transfers and initial and subsequent ...
Clive, IA · On-site
Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors * Monitor, process, and follow up on asset transfers and initial and subsequent ...
Quick apply
Clive, IA · On-site
Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors * Monitor, process, and follow up on asset transfers and initial and subsequent ...
Des Moines, IA · On-site
$80K - $107K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Des Moines, IA · On-site
$80K - $107K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
$20.7K - $37K
4% of jobs
$37K - $53.4K
14% of jobs
$57K is the 25th percentile. Wages below this are outliers.
$53.4K - $69.7K
32% of jobs
The median wage is $70.2K / yr.
$69.7K - $86.1K
18% of jobs
$86.1K - $102.4K
7% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$102.4K - $118.8K
12% of jobs
$118.8K - $135.1K
9% of jobs
$135.1K - $151.5K
4% of jobs
$151.5K - $167.8K
0% of jobs
$167.8K - $184.2K
0% of jobs
$184.2K - $200.5K
0% of jobs
$20.7K
$91.2K
$200.5K
An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.
| Aspect | Investment Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, CFA Level I often preferred |
| Work Environment | Investment firms, asset management, private equity | Corporations, banks, investment firms |
| Employer & Industry Usage | Common in asset management and private equity | Widespread across finance sectors |
| Common Search & Comparison | Yes | Yes |
Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

Full-time
Posted 23 days ago
Senior Investment Operations Associate
McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment Operations Associate to its wealth management team. This individual will play a key role in ensuring accurate trade execution, portfolio maintenance, investment audits, alternatives administration, and efficient investment workflows that support excellent client outcomes.
Role Profile:
The Senior Investment Operations Associate role is responsible for the coordinating day to day operational priorities, maintaining execution quality standards, enforcing workflow discipline, and escalating issues appropriately to Investment Leadership. This role serves as the primary operational point of coordination within Investment Operations and plays a key role in ensuring execution accuracy, efficiency, and consistency across all investment processes.
This role owns core execution responsibilities across trading, portfolio management, account administration, alternatives processing, and investment workflows, with an emphasis on precision, compliance, efficiency, and scalability.
Operational Coordination & Prioritization
Coordinate daily and weekly operational workload across investment operations activities
Prioritize tasks based on investment timelines, client needs, and risk considerations
Communicate capacity constraints, sequencing considerations, and dependencies to Investment Strategy and Investment Leadership
Ensure high priority and time sensitive tasks are executed accurately and on schedule
Trading Execution & Compliance
Own accurate and timely execution of all trades across client portfolios
Execute trades in alignment with firm standards, model recommendations, client objectives, and regulatory requirements
Ensure adherence to compliance controls, trading restrictions, and internal policies
Review portfolio activity for accuracy and completeness and identify potential execution risks or exceptions for escalation
Issue Identification & Escalation
Identify execution errors, exceptions, or process breakdowns and take appropriate corrective action
Escalate material issues, risks, or capacity constraints to Investment Strategy or Investment Leadership in a timely manner
Document recurring issues and partner with leadership to prevent future occurrences
Exercise sound judgment in determining when issues require leadership awareness versus operational resolution
Daily Portfolio Management & Cash Positioning
Own daily portfolio management activities, including cash positioning and liquidity management
Monitor accounts to ensure sufficient cash for planned trades, distributions, and fees
Perform routine portfolio adjustments and operational maintenance to support strategy alignment and client service quality
Perform cashiering functions and process cash withdrawals
Partner with Investment Strategy and Advisors to maintain accurate portfolio implementation
Alternatives Administration & Compliance
Own the processing, administration, and tracking of alternative investment paperwork and documentation
Ensure alternatives investments are processed accurately and in compliance with firm policies and regulatory requirements
Coordinate with Advisors, custodians, and clients to ensure a seamless alternatives investment experience
Maintain accurate records and documentation for all alternative investment activity
Account Administration
Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors
Monitor, process, and follow up on asset transfers and initial and subsequent funding of advisory accounts
Process proposal amendments, monitor alerts, and complete annual reviews in Envestnet
Workflow Design, Optimization & Process Documentation
Own and enforce the consistent execution of investment operations workflows including creation, documentation, and continuous refinement of investment operations processes
Promote workflow discipline and consistency across all investment operations activities
Identify opportunities to improve efficiency, consistency, clarity, compliance, and scalability across investment processes
Maintain current and accessible process documentation to support training, continuity, and operational excellence
Partner with Investment Leadership to implement process improvements and best practices
Technology & System Management
Ensure investment technology platforms and are accurate, optimized, and effectively integrated
Monitor data integrity and system outputs to support trading, reporting, and portfolio management accuracy
Identify, escalate, and assist in resolving system issues, inefficiencies, or enhancement opportunities
Drive testing and implementation of platform updates or new tools as needed
Presentation & Advisor Support
Prepare investment related data, reports, and documentation for advisory review meetings as needed
Support Advisors and Investment Strategy with portfolio, performance, and operational reporting as needed
Qualifications:
3-5+ yrs experience in Financial Services or Investment Operations
Bachelors degree with major in finance, economics, accounting, financial planning or related field required
FINRA Series 6 or 7 and series 63 license (required or obtainable within 6 months on the job).
Iowa Life and Health Insurance License (preferred or obtainable within 6 months on the job).
Progress toward professional designation a plus but not required:
CFA, CAIA, CFP, CPWA, CPA, JD, MBA, or CIMA
Completion of Northwestern Mutual Signature advisory training.
Experience with Envestnet and custodial investment platforms strongly preferred
Proven experience executing and reviewing trades, cash movements, portfolio maintenance, and account administration with a high degree of accuracy
Demonstrated ability to take ownership, exercise sound judgment, and provide operational leadership without formal authority
Strong judgment in identifying execution issues, determining appropriate resolution paths, and escalating material risks or exceptions
Key Characteristics:
High integrity and strong attention to detail
Processoriented with disciplined execution mindset
Excellent written and verbal communication skills
Strong organizational and prioritization skills
Ability to manage multiple responsibilities in a fastpaced environment
Commitment to accuracy, compliance, and continuous improvement
Ability to work independently and collaboratively
Maintains confidentiality and professionalism at all times
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Finance and insurance
11 - 50 Employees
Clive, IA, US
1990