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Investment Management Operations Analyst Jobs (NOW HIRING)

USAA

Investment Operations Analyst Lead

Charlotte, NC · On-site +1

The Opportunity As a dedicatedInvestment Operations Analyst Lead you willbe responsible ... Identifyand manage existing and emerging risks that stem from business activities and the job role.

USAA

Investment Operations Analyst Lead

Charlotte, NC · Hybrid

The Opportunity As a dedicated Investment Operations Analyst Lead you will be responsible ... Identify and manage existing and emerging risks that stem from business activities and the job ...

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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 Jun 20, 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.

How much do you make as an investment analyst?

Investment management operations analysts typically earn a median annual salary ranging from $60,000 to $85,000, depending on experience, location, and firm size. Entry-level positions may start lower, while experienced analysts or those with specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

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.

How much do operations analysts get paid?

Investment management operations analysts typically earn a median annual salary ranging from $60,000 to $85,000, depending on experience, location, and firm size. Entry-level analysts may start at lower salaries, while those with specialized skills or certifications can earn higher compensation, often supplemented with bonuses and benefits.

What is an investment management analyst?

An investment management analyst is a professional who evaluates investment opportunities, analyzes financial data, and supports portfolio management to help clients achieve their financial goals. They often use financial modeling, research tools, and industry knowledge to make informed recommendations. Strong analytical skills and understanding of financial markets are essential for this role.

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 is an investment operations analyst?

An investment operations analyst is responsible for supporting the back-office functions of investment firms, including trade processing, reconciliation, data management, and compliance. They often use specialized software and require strong attention to detail, analytical skills, and knowledge of financial markets. The role ensures accurate and efficient handling of investment transactions and reporting.
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Investment Management Operations Analyst jobs near you
Investment Operations Analyst

Investment Operations Analyst

Frontier Asset Management

Sheridan, WY • On-site

$57K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

The Investment Operations Analyst supports portfolio management, trading, and client account administration. Responsibilities include trade support, account administration, data reconciliation, exception resolution, and operational reporting. This role works closely with Investment Operations, Account Management, and Technology teams and provides a strong foundation for a career in investment management operations.

KEY RESPONSIBILITIES


Investment Operations & Trading Support

  • Support daily trade execution and order management.
  • Reconcile accounts and verify positions.
  • Maintain trading records and account data.
  • Monitor reports and escalate exceptions.
  • Assist with model maintenance and portfolio implementation activities.

Account Administration

  • Process account requests, including new accounts, deposits, distributions, transfers, and maintenance.
  • Verify account activity across internal systems and custodial platforms.
  • Resolve account discrepancies with internal teams.
  • Maintain account documentation and records.
  • Escalate complex issues as needed.

Data Management & Reconciliation

  • Perform daily reconciliation of account, portfolio, and transaction data.
  • Investigate and resolve discrepancies and reporting issues.
  • Maintain data accuracy and report integrity.
  • Support reconciliation and operational reporting processes.

Process Improvement & Collaboration

  • Assist with operational improvement and automation initiatives.
  • Support system testing and implementation projects.
  • Collaborate across departments to maintain operational controls and efficiency.

EXPERIENCE & QUALIFICATIONS


Required

  • Bachelor's degree in Finance, Accounting, or related field.
  • Strong analytical and problem-solving skills.
  • Advanced Microsoft Excel skills.
  • Strong organizational and communication skills.
  • Ability to manage multiple priorities with accuracy and attention to detail.

Preferred

  • Experience in investment operations, trading support, portfolio administration, or financial services.
  • Experience with reconciliation, portfolio management, or trading systems.
  • Familiarity with Tamarac or similar investment management platforms.
  • Experience with reporting, data analysis, or database tools.
  • Exposure to Python, SQL, VBA, or other automation tools.
  • Knowledge of investment products, portfolio management concepts, and financial markets.

COMPENSATION & BENEFITS


  • Starting at $57,000, commensurate with experience
  • Paid Time Off and Paid Holidays
  • Medical, Dental, Vision, and Employer-Paid Life Insurance
  • Voluntary supplemental insurance options
  • 401(k) with 4% employer match
  • Potential annual bonus

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