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Investment Management Operations Analyst Jobs (NOW HIRING)

M&G plc

Investment Operations Analyst

Chicago, IL · On-site

Investment Operations Analyst - Global Controls (1b) The Role: The 1B role within the U.S. operates ... Incident Management * Lead end-to-end management of risk events and incidents. * Convene incident ...

M&G

Investment Operations Analyst

Chicago, IL · Hybrid

S. Investment Operations Analyst / Business Risk Partner (1B) role operates within a ... Incident Management * Lead end-to-end management of risk events and incidents. * Convene incident ...

Adecco

Trading Operations Analyst

Addison, TX · Hybrid

$23.44/hr

... Wealth Management operations team that supports complex alternative investments including hedge ... If Operations Analyst sounds like something you would be interested in, and you meet the ...

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

As of Jul 13, 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 are some typical challenges faced by Investment Management Operations Analysts 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.

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.
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What job categories do people searching Investment Management Operations Analyst jobs look for? The top searched job categories for Investment Management Operations Analyst jobs are:
Investment Management Operations Analyst jobs near you
Infographic showing various Investment Management Operations Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $70,210 per year, or $33.8 per hour.
Investment Management Operations Coordinator

Investment Management Operations Coordinator

Goelzer Investment Management

Carmel, IN • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted yesterday

Job description

Responsive recruiter
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.
  • Series 65 or Series 66 + Series 7.

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.

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