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Investment Management Operations Analyst Jobs (NOW HIRING)

Scottish Rite for Children

WI · On-site

$90 - $120/hr

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

UVIMCO

Operations Analyst

Charlottesville, VA · On-site

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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UVIMCO

Operations Analyst

Charlottesville, VA · On-site

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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RPM Living

Investment Management Analyst

Austin, TX

Work with COO of Investments and assist in oversight and management of $5+ Billion multifamily ... Provide ad hoc analysis, reporting, and operational support as needed * Effectively communicate and ...

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

As of Aug 23, 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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Investment Management Operations Analyst jobs near you
Infographic showing various Investment Management Operations Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $70,210 per year, or $33.8 per hour.

Investment Operations Analyst

Daley And Associates, LLC

Quincy, MA • On-site

$28 - $30/hr

Other

Posted 2 days ago

New

Job description

Investment Operations Analyst - Boston, MA
We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Quincy, MA. The Investment Operations Analyst will support trade operations by processing, reviewing, and confirming trades, conducting nightly pricing activities, and researching and resolving discrepancies. The ideal candidate will have 1–3+ years of experience in investment operations, trade support, or financial services.
This is a contract-to-hire opportunity, paying between $28-30/hour within a 40-hour work week.
Responsibilities:
  • Assist with investment operations and nightly pricing processes
  • Support trade operations by processing, reviewing, and confirming trades
  • Research and resolve trade errors, discrepancies, exceptions, and processing issues
  • Collaborate with internal and external teams to investigate and resolve operational inquiries
  • Communicate transaction issues, status updates, and resolutions, escalating as needed
  • Follow established procedures and company standards to ensure compliance and accuracy
  • Identify opportunities for process improvements and assist with implementation as needed
  • Support additional operational responsibilities and projects as assigned
Qualifications:
  • Bachelor's degree in Finance or Economics (required)
  • GPA above 3.0 (required)
  • 1+ years of experience (internships included)
  • Proficiency in Microsoft Excel (V-Lookups and PivotTables)
  • Ability to work well in a team environment and also independently
  • Demonstrated interest in investment operations 
  • Excellent communication (written and verbal) and interpersonal skills 
  • Detail-oriented, highly organized, and eager to learn
For immediate consideration, interested and qualified candidates should send their resume to Lydia at Lsinger@daleyaa.com.

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