ZipRecruiter

Log In

1

Investment Management Operations Analyst Jobs (NOW HIRING)

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

Salt Lake City, UT · 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 ...

next page

Showing results 1-20

All JobsInvestment Management Operations Analyst Jobs

Investment Management Operations Analyst information

See salary details

$14

$33

$56

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.
More about Investment Management Operations Analyst jobs
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 Operations Analyst, Alternatives

Investment Operations Analyst, Alternatives

Massachusetts Mutual Life Insurance Company (MassMutual)

Boston, MA • On-site

$67K - $88K/yr

Full-time

Re-posted 11 days ago

MassMutual rating

8.1

Company rating: 8.1 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

134th of 281 rated insurance

Job description

Investment Operations Analyst, Alternatives
Alternatives & Structured Investments Team
Full-time
Boston MA
The Opportunity
As an Investments Operations Analyst on the Alternative Investments Product team, you'll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies. You will support a dedicated alternatives-focused team at the home office.
The Team
The Alternative and Structured Investment team's mission is to empower advisor practices, agencies, and MassMutual to excel in the high-net-worth space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.
The Impact:
As an Investment Operations Analyst, you will work closely with a variety of internal and external stakeholders, including internal operations, legal, compliance, external venders, fintech platforms, and financial advisors on a comprehensive range of offerings.
Key responsibilities:
  • Gain proficiency in operational platforms and subscription processes across products.
  • Resolve account opening, maintenance, and client onboarding/service issues.
  • Assist with quarterly compliance reviews of marketing materials.
  • Support the annual RFI process.
  • Participate in ad hoc projects and business research.
  • Prepare monthly sales reports and invoices.
  • Update Intranet Site and educational materials.
  • Provide timely, accurate responses to Financial Advisors and their assistants.

The Minimum Qualifications
  • Bachelor's degree
  • 2+ years of experience in operations or project management in the financial services industry
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications
  • Demonstrated expertise in high-net-worth client management and familiarity with the Financial Advisor operating model.
  • Working knowledge of alternative investment funds and related operational terms is advantageous.
  • Superior interpersonal abilities with a strong commitment to problem-solving.
  • Proven ability to cultivate effective working relationships with colleagues, teams, and clients.
  • Capable of managing multiple projects concurrently.
  • Highly self-motivated and receptive to coaching.
  • Assumes full ownership and accountability for assigned responsibilities.
  • Possesses a strategic mindset and excels in cross-functional, collaborative environments.
  • Experience in Alternative Investments.
  • Thorough knowledge of FINRA/SEC rules and regulations.
  • Possession of Series 7 and 63 licenses at the time of application

What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset

#LI-JLH3
Salary Range:
$67,400-$88,400
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

What MassMutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply