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Investment Banking Operations Jobs (NOW HIRING)

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Investment Banking Operations information

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$40K

$158.8K

$222K

How much do investment banking operations jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment banking operations in the United States is $158,828.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $195,000.00 per year, depending on experience, location, and employer.

What is investment banking operations?

Investment Banking Operations refer to the behind-the-scenes processes that support the trading, sales, and advisory functions within an investment bank. This team ensures that all financial transactions, such as trades and settlements, are executed smoothly, efficiently, and in compliance with regulations. They handle tasks like trade confirmation, risk management, data reconciliation, and regulatory reporting. The operations function is crucial for minimizing errors, reducing risk, and enabling the front office to focus on client-facing activities.

What are the key skills and qualifications needed to thrive in investment banking operations?

To thrive in Investment Banking Operations, you need strong analytical abilities, attention to detail, and a background in finance, economics, or business, often supported by a relevant bachelor's degree. Familiarity with financial software such as Bloomberg, Excel, and trade processing platforms, as well as knowledge of regulatory systems, is typically required. Outstanding organizational skills, problem-solving aptitude, and effective communication are crucial soft skills for managing complex transactions and collaborating across teams. These competencies ensure accurate trade settlement, risk mitigation, and efficient support of front-office activities in a high-pressure, fast-paced environment.

What are some common challenges faced in investment banking operations, and how can new team members navigate them?

Investment Banking Operations professionals often manage complex, high-volume transactions under tight deadlines, which can create pressure and require strong attention to detail. New team members may find the fast-paced environment and frequent regulatory changes challenging at first. To navigate these challenges successfully, it's important to develop strong organizational and communication skills, proactively seek guidance from experienced colleagues, and stay updated on compliance requirements. Collaboration across departments, such as with front office, risk, and compliance teams, is also key to ensuring smooth transaction processing and issue resolution.

What is the difference between Investment Banking Operations vs Investment Banking Analyst?

AspectInvestment Banking OperationsInvestment Banking Analyst
Primary RoleSupports deal execution, manages back-office functions, ensures complianceConducts financial analysis, prepares pitch books, models, and client presentations
Required SkillsAttention to detail, process management, knowledge of financial systemsFinancial modeling, valuation, Excel proficiency
Work EnvironmentBack-office, support teams within investment banksFront-office, client-facing, high-pressure environment
Common CertificationsNone typically required, but certifications like CFA can be beneficialCFA, MBA often preferred

Investment Banking Operations focuses on supporting deal processes and ensuring smooth back-office functions, while Investment Banking Analysts are involved in financial analysis and client presentations. Both roles require financial knowledge, but differ in responsibilities and work environment.

Is investment banking operations a good career?

Investment banking operations involves supporting the core functions of investment banks, such as trade settlement, data management, and compliance. It offers opportunities for career growth, requires strong analytical skills, and often involves long hours, making it suitable for individuals interested in finance and operations roles.

What do investment banking operations do?

Investment banking operations teams support the execution of financial transactions by managing trade settlements, processing data, and ensuring compliance with regulations. They handle back-office functions such as trade confirmation, record-keeping, and risk management, often using specialized software and working closely with traders and analysts.
More about Investment Banking Operations jobs

What cities are hiring for Investment Banking Operations jobs?

Cities with the most Investment Banking Operations job openings:

What states have the most Investment Banking Operations jobs?

States with the most job openings for Investment Banking Operations jobs include:

Infographic showing various Investment Banking Operations job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $158,828 per year, or $76.4 per hour.

Associate, Investment Banking

G2 Capital Advisors

Boston, MA โ€ข On-site

Full-time

Medical, Retirement, PTO

Re-posted 2 days ago


Job description

About G2
G2 Capital Advisors (www.g2cap.com) is a multi-product and sector-focused investment bank and financial advisory firm. G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactions. G2 is not your typical investment bank or restructuring firm; we are a group of former business operators with unique industry experience and financial advisory expertise who help our clients achieve their strategic and financial goals. We are always in search of entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients.

About the Role
As an Associate, you’ll work closely with senior G2 leadership and clients, driving impact at every stage of the deal process—from idea generation to closing. You’ll conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends— making you a critical player in both business development and deal execution. This entrepreneurial role offers hands-on client exposure and the chance to collaborate with industry and product experts. If you're energized by a challenge, thrive in a collaborative environment, and are ready to make an impact, we want to meet you.

Location: Boston, NYC, or Chicago

Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. 

 What We Look For

  • Conduct research on industries and companies for M&A, financing, restructuring, and marketing needs, delivering polished, client-ready insights
  • Build and analyze financial models (LBO, DCF, etc.) for clients across industries and sectors, transforming raw data into actionable insights that guide critical decision-making
  • Transform complex client data into clear visuals that convey appealing narratives to prospective buyers
  • Synthesize and communicate the unique value propositions of our clients to maximize buyer interest and drive successful transactions
  • Support the build out of comprehensive market landscapes for M&A-focused mandates, analyzing strategy, market position, industry value chains, and financial characteristics to drive successful deal execution
  • Partner with Analysts, Vice Presidents, Managing Directors to develop compelling marketing materials—from deal pitches to financing strategies—turning ideas into presentations that win business
  • Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most
  • Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal
  • Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track
  • The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us

What We Look For

  • 3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience
  • Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing
  • Financial modeling and analytical skills, including knowledge of financial accounting
    Strong experience producing high-quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models
  • Deep knowledge of Microsoft Office especially Excel and PPT
  • A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
  • A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
  • An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
  • A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
  • A track record of acting with integrity, consistently choosing to do what’s right-even when it’s difficult or unnoticed
  • Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
  • Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients 

What we offer

  • Catered lunch 4 days a week
  • Generous performance bonus program
  • Comprehensive healthcare
  • Unlimited vacation
  • 401K match
  • Professional development opportunities
  • Quarterly peer-recognition awards
  • Team events & outings
  • Branded swag
  • Referral bonus

What we value

While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here.


G2 rewards employees with a quarterly performance bonus that allows one in this role to earn up to a total compensation of $220,000, including an annual base salary of $125,000. In addition, all employees are encouraged to contribute to business development and are eligible for a sourcing bonus tied to the revenue for a given transaction. 

G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration.

All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.