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Investment Management Operations Analyst Jobs (NOW HIRING)

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Budget Management & Operations Analyst

Lincoln, NE

$28.61/hr

JR2026-00026082 Budget Management & Operations Analyst (Open) Applications No Longer Accepted On (If no date is displayed, job is posted as open until closed): Optimizers, strategic thinkers, and ...

AMLI Residential

Analyst-Investment Management

Chicago, IL · On-site

$65K - $75K/yr

... Asset Management teams. Additionally, you will participate in AMLI's 2 year Investment Analyst ... We have committed to protecting the environment through sustainable development and operations to ...

MicroVentures

Investment Operations Analyst

Austin, TX · On-site

... Management team. The team is responsible for the full investment life cycle, including ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

University of Utah

Investment Management

Campus, IL · On-site

$75K - $90K/yr

Conduct comprehensive due diligence and investment analysis * Oversee preparation and presentation ... operational experience in early-stage businesses or fund management * Excellent written and oral ...

University of Utah

Investment Management

Campus, IL

$75K - $90K/yr

Conduct comprehensive due diligence and investment analysis * Oversee preparation and presentation ... operational experience in early-stage businesses or fund management * Excellent written and oral ...

University of Utah

Investment Management

Campus, IL

$75K - $90K/yr

Conduct comprehensive due diligence and investment analysis * Oversee preparation and presentation ... operational experience in early-stage businesses or fund management * Excellent written and oral ...

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

As of May 29, 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 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 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 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.

Is being an OPS analyst worth it?

An Investment Management Operations Analyst role involves supporting daily fund operations, ensuring data accuracy, and processing transactions, often requiring proficiency with financial systems and attention to detail. The position can offer stable employment, opportunities for skill development, and a pathway to advancement within finance firms, but workload and stress levels vary by organization.

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.

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Investment Management Operations Analyst jobs near you
Investment Operations Analyst

Investment Operations Analyst

Daley and Associates

Manhattan, NY • Hybrid

$19 - $20/hr

Contractor

Posted 29 days ago

Job description

Investment Operations Analyst

We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience with a top-tier Investment Management firm.

This is a contract-to-hire opportunity, paying $19-20/hour within a 40-hour work week. Qualified candidates who are 100% remote will be considered.
Responsibilities:

  • Analyze monthly fixed income portfolio asset reports for client accounts
  • Submit daily/monthly asset and cash reconciliations for custodian banks
  • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
  • Research and report variances and incorrect holdings within accounts, and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly
  • Use Bloomberg to research portfolio discrepancies between the firm and the Bank
  • Provide additional support as needed

Qualifications:

  • Bachelor's degree in Finance or Economics (required)
  • GPA above 3.0 (required)
  • 0-1 years experience (internships included)
  • Financial Services experience (highly preferred)
  • Proficiency in Microsoft Excel (V-Lookups and Pivot-Tables)
  • 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
If you are interested in this opportunity, please email your resume to Olivia at ociviello@daleyaa.com.

Apply