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Investment Management Operations Analyst Jobs (NOW HIRING)

ASK Consulting

Investment Operations Analyst

Quincy, MA Ā· On-site

Description Job Title Investment Operations Analyst Position Description Entry Level position performing routine duties to support client investment management operations. Support our nightly pricing ...

New

Scottish Rite for Children

WI Ā· On-site

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details ... Advanced proficiency with spreadsheets and strong working knowledge of investment management ...

Hired by Matrix

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Performance Operations Analyst

Manhattan, NY Ā· On-site

$51.85/hr

Experience in investment management operations, performance measurement, performance reporting ... Strong analytical and problem-solving skills with a high degree of organization and attention to ...

New

UVIMCO

Operations Analyst

Charlottesville, VA Ā· On-site

$70K - $85K/yr

The University of Virginia Investment Management Company (UVIMCO) provides investment management ... The Operations Analyst will be an integral part of an eight-person team that manages UVIMCO ...

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Investment Management Operations Analyst information

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How much do investment management operations analyst jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for investment management operations analyst in the United States is $33.75, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $40.38 per hour, depending on experience, location, and employer.

What does an investment management operations analyst do?

An Investment Management Operations Analyst is responsible for supporting the daily operations of investment firms, ensuring that financial transactions are processed accurately and efficiently. Their tasks often include trade settlement, reconciliations, data management, and reporting. They work closely with portfolio managers, traders, and custodians to resolve discrepancies and ensure compliance with regulatory requirements. This role is crucial for maintaining the integrity and smooth functioning of investment activities.

What are some typical challenges faced by an investment management operations analyst when reconciling trades and positions?

Investment Management Operations Analysts often encounter challenges such as resolving discrepancies between internal records and external custodians, managing tight deadlines during trade settlements, and adapting to evolving regulatory requirements. Staying detail-oriented is crucial, as even minor errors can impact reporting and compliance. Strong communication and collaboration skills are also essential since analysts regularly coordinate with portfolio managers, traders, and external partners to promptly address and resolve issues.

What are the key skills and qualifications needed to thrive as an investment management operations analyst, and why are they important?

To thrive as an Investment Management Operations Analyst, you need strong analytical abilities, attention to detail, and a background in finance or accounting, often supported by a relevant bachelor's degree. Familiarity with portfolio management systems, trade settlement platforms, and proficiency in Excel or other data analysis tools is typically required. Exceptional organizational skills, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies are crucial to ensure accurate transaction processing, minimize operational risk, and support seamless investment operations.

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

AspectInvestment Management Operations AnalystPortfolio Operations Associate
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, similar certifications often required
Work EnvironmentFinancial firms, asset management companies, investment banksAsset management firms, hedge funds, investment firms
Employer & Industry UsageCommonly used in investment firms handling client portfoliosOften used interchangeably in portfolio management teams
Comparison Search IntentHigh overlap in job functions and responsibilitiesSimilar roles focusing on portfolio operations

The Investment Management Operations Analyst and Portfolio Operations Associate roles share similar credentials, work environments, and industry usage. Both positions focus on supporting portfolio management processes, ensuring operational efficiency, and maintaining compliance. The main difference lies in terminology and specific responsibilities within firms, but they are often considered comparable roles in the investment industry.

Do investment management operations analysts make good money?

Investment management operations analysts typically earn a competitive salary that varies by experience, location, and firm size. Entry-level analysts may start with moderate pay, while experienced professionals with certifications like CFA can earn higher compensation, often including bonuses and benefits. Overall, the role offers solid earning potential within the finance industry.
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What are popular job titles related to Investment Management Operations Analyst jobs?

For Investment Management Operations Analyst jobs, the most frequently searched job titles are:

Investment Management Operations Analyst jobs near you
Infographic showing various Investment Management Operations Analyst job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $70,210 per year, or $33.8 per hour.

Investment Operations Analyst

Quincy, MA ā€¢ On-site

ASK Consulting
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Posted 3 days ago

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Job description

Description
Job Title
Investment Operations Analyst
Position Description
Entry Level position performing routine duties to support client investment management operations. Support our nightly pricing responsibilities, process and confirm trades, research routine errors, failures, and inquiries. Resolve discrepancies and takes action on routine matters and inquiries from internal and external clients.
Skills
ā€¢ Bachelors degree with emphasis in finance, accounting, or economics, or equivalent work experience.
ā€¢ 3-4 years experience preferred.

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