ZipRecruiter

Log In

1

Investment Management Operations Jobs (NOW HIRING)

University of Utah

Investment Management

Campus, IL · On-site

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

University of Utah

Investment Management

Campus, IL · On-site

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

University of Utah

Investment Management

Campus, IL

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

University of Utah

Investment Management

Campus, IL · On-site

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

University of Utah

Investment Management

Campus, IL

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

University of Utah

Investment Management

Campus, IL · On-site

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

next page

Showing results 1-20

All JobsInvestment Management Operations Jobs

Investment Management Operations information

See salary details

$11

$19

$30

How much do investment management operations jobs pay per hour?

As of Jun 22, 2026, the average hourly pay for investment management operations in the United States is $19.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $22.36 per hour, depending on experience, location, and employer.

What are some common challenges faced in Investment Management Operations, and how can professionals prepare for them?

Professionals in Investment Management Operations often deal with complex data reconciliation, tight regulatory compliance timelines, and rapidly changing market conditions. Keeping up with evolving technology platforms and ensuring accurate trade settlements are also frequent challenges. To prepare, it's essential to develop strong analytical skills, attention to detail, and a proactive approach to learning new systems and regulations. Team collaboration is key, as operations staff regularly coordinate with portfolio managers, compliance officers, and external custodians to resolve issues efficiently.

What are the key skills and qualifications needed to thrive in Investment Management Operations, and why are they important?

To thrive in Investment Management Operations, you need strong analytical skills, attention to detail, and knowledge of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement platforms, and certifications like CFA or CIPM are highly valued. Excellent organizational abilities, problem-solving, and effective communication are critical soft skills for managing complex workflows and collaborating across departments. These competencies ensure accurate transaction processing, regulatory compliance, and efficient support of investment activities.

What is investment management operations?

Investment management operations refers to the back-office and middle-office functions that support the trading, management, and administration of investment portfolios. This includes activities such as trade settlement, portfolio accounting, performance measurement, compliance monitoring, and reporting. These professionals ensure that investment transactions are processed efficiently and in accordance with regulatory requirements, allowing portfolio managers and clients to focus on investment decisions. Effective operations are critical for minimizing risk, reducing errors, and maintaining client trust in investment firms.

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

AspectInvestment Management OperationsInvestment Analyst
Primary FocusOverseeing daily fund administration, compliance, and trade processingResearching and analyzing securities to make investment recommendations
Required CredentialsTypically requires a finance or related degree; certifications like CFA are common but less essentialOften requires a finance or economics degree; CFA certification highly valued
Work EnvironmentBack-office, operational teams within asset management firmsResearch departments, investment teams, or front-office roles
Employer & Industry UsageAsset management firms, hedge funds, mutual fundsInvestment banks, asset managers, research firms

Investment Management Operations focuses on the administrative and operational aspects of managing investments, ensuring smooth processing and compliance. In contrast, Investment Analysts analyze securities to guide investment decisions. While both roles are vital in the investment industry, they differ in daily tasks, skill sets, and focus areas.

More about Investment Management Operations jobs
What cities are hiring for Investment Management Operations jobs? Cities with the most Investment Management Operations job openings:
What states have the most Investment Management Operations jobs? States with the most job openings for Investment Management Operations jobs include:
Investment Management Operations jobs near you
Infographic showing various Investment Management Operations job openings in the United States as of June 2026, with employment types broken down into 5% As Needed, 36% Full Time, 45% Part Time, and 14% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $41,222 per year, or $19.8 per hour.
Investment Management Operations Coordinator

Investment Management Operations Coordinator

Goelzer Investment Management

Carmel, IN • On-site

Full-time

Medical, Dental, Retirement, PTO

Posted 11 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off

We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment. The successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others. Above all, we are looking for a highly qualified individual who sees this as a tremendous opportunity for a long-term career at Goelzer and who will be passionately committed to continuous improvement.
Job Summary: The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems facilitate accurate and efficient trade execution and timely and reliable monitoring of client accounts. The IMOC will also serve as the primary contact point with custodians to ensure data integration and integrity.
Key Responsibilities:Trading
  • Design and implement model-based trading strategies across client accounts and households. Coordinate all trade activities, including block trades and trade allocation.
  • Identify, document, and assist in resolving trade exceptions and error corrections, as necessary Maintain required trade documentation and order records
  • Support trade reviews, execution quality analysis, and pricing validation as directed.

Reporting
  • Create and maintain reporting templates for our Private Client and Institutional teams.
  • Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary.
  • Act as a liaison between investment management, operations, technology, custodial partners, and external vendors.
  • Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians.
  • Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
  • Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner.
  • Drive continuous improvement of investment operations processes, data feeds, and system workflows.

Work Experience / Knowledge:
  • 5 or more years of professional working experience preferred.
  • Relevant experience in wealth management or related financial services required.
  • Operational level experience with portfolio accounting, reporting, and rebalancing software. Administrative experience with the Tamarac product suite, including Tamarac Portfolio Center, preferred.

Skills / Other Personal Attributes Required:
  • Dedication to professionalism, ethics, and confidentiality.
  • Proficiency with MS Office: Advanced Microsoft Excel, including lookup and reference functions, as well as the ability to extract and integrate data between different applications.
  • Passion for the industry and a constant desire to continually learn and research relevant subject matter.
  • Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
  • Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
  • Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:
  • Minimum requirements: 5 years of relevant operations and trading experience, or a bachelor's degree in finance or a related field with some Tamarac experience.

With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our Core Values:
  • Trust: We earn and uphold confidence by acting in the best interests of those we serve.
  • Integrity: We choose the difficult right over the easy wrong.
  • Respect: We value and seek understanding among different perspectives.
  • Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
  • Commitment: We are unwavering in our dedication to exceeding expectations.

Apply