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Investment Management Operations Analyst Jobs (NOW HIRING)

Altair Advisers

Client Operations Analyst

Chicago, IL · On-site

$68K - $77K/yr

Altair Advisers is an independent wealth advisory firm providing investment management, financial ... The Client Operations Analyst is part of the Client Operations team, a group whose purpose is to ...

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Investment Management Operations Analyst information

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$14

$33

$56

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

MicroVentures

Austin, TX

Full-time

Re-posted 20 hours ago

Job description

Job Summary

MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.

The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund.

The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.
What you'll do at MicroVentures:
  • Assist in the establishment and maintenance of over 800 Venture Funds
  • Prepare investor notices, including capital call, fee, and distribution notices
  • Process outgoing and incoming payments
  • Maintain key databases to fulfill ad-hoc requests for Fund and investor data
  • Participate on special projects related to the fund
  • Assist in the preparation of applicable tax forms (e.g., Form 1065)
  • Ensure compliance with regulatory requirements and other requirements of the funds' specifications
  • Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality
What we're looking for:
  • Bachelor's degree in accounting, finance, or economics
  • At least one year of work experience, preferably within the financial industry
  • Strong organizational and documentation skills
  • Strong verbal and written communication skills
  • Keen eye for details to identify trends, cause and effects
  • Ability to manage multiple tasks and priorities at once
  • Strategic thinker focused on continuous improvement
  • Professional demeanor and strong work ethic
  • Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.) 
Note to candidates: Cover letters and CVs will be hand reviewed. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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