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Investment Management Operations Analyst Jobs (NOW HIRING)

About the Role A leading wealth management firm is seeking a Transition Management Operations Analyst to support the onboarding of private wealth advisor teams. This role will help coordinate account ...

Senior Operations Analyst

Baltimore, MD · On-site

$88K - $132K/yr

The Senior Operations Analyst brings extensive operations expertise on a variety of subject matters ... investment management and financial planning services to wealthy individuals, families, trusts ...

What You'll Be Doing The Senior Operations Analyst brings extensive operations expertise on a ... investment management and financial planning services to wealthy individuals, families, trusts ...

Program Management Operations Analyst III (Mid) Clearance Type: None Scope: Manages and directs the work of project managers and provides managerial financial and administrative oversight for ...

... to K1's investment thesis while preparing the documents that helps close deals and manage the ... Legal Operations Analyst. Compensation will be commensurate with experience. K1 offers a ...

Investment Analyst

Washington, DC · On-site

$86K - $113K/yr

SUMMARY OF The Investment Analyst will report directly to the Director of Investment Operations ... operations processes and procedures. * Reviewing investment managers' account guidelines and ...

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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 24, 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.
More about Investment Management Operations Analyst jobs
What cities are hiring for Investment Management Operations Analyst jobs? Cities with the most Investment Management Operations Analyst job openings:

Portfolio Management Operations - Analyst / Associate

AQR

Greenwich, CT • On-site

$80K - $95K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago


Job description

About AQR Capital Management:

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998.

At AQR, our employees share a common spirit of academic excellence, intellectual honesty, and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation.

Your Role:

AQR is looking for an exceptionally talented individual to join our Middle Office Operations team.  In addition to daily support, the candidate will work on enhancing processes or implementing new ones to streamline and reduce support work around trades over time.  The individual will work across the organization. The candidate should be able to run multiple projects in parallel, understand stakeholder needs and effectively prioritize projects and tasks while ensuring that we achieve our long-term strategic goals. The primary responsibilities of the role include, but are not limited to:

  • P&L system oversight & data maintenance
  • NAV reconciliation and P&L reporting
  • Reference data management
  • Review foreign currency balances and suggest FX repatriation trades
  • Work with a wide array of financial products, with focus on equity and FX, and knowledge of OTC derivative products such as IRS, CDS, synthetic futures etc.
  • Respond to ad hoc requests from internal and external interested parties, such as PMs, compliance, finance, brokers, custodians, and administrators.
  • Coordinate with AQR Operations support teams in India and the Philippines.
  • Coordinate with engineering to spec and test system enhancements for new mandates, structures, or regulations.

What You'll Bring:

  • Bachelor's degree finance, economics, and accounting
  • 1-3+ years experience in the financial industry
  • Experience in a trading floor environment, with knowledge of multiple asset classes
  • Solid understanding of middle and back office operations and processes
  • Must understand market structure and liquidity
  • Technical experience preferred including moderate SQL and database structures knowledge, and any additional technical or programming experience (Python, AI experience, etc.) is beneficial
  • Well-organized, detail oriented and strong verbal and written communication skills
  • Hard-working and eager to learn in a highly intellectual, collaborative environment
  • Ability to work independently as well as part of a team under pressure in a fast-paced and dynamic environment

Who You Are:

  • Well-organized, detail-oriented; able to multi-task and keep track of various deadlines in a fast-paced, high demand team
  • Mature and thoughtful, with the ability to operate in a collaborative, team-oriented culture
  • Hard-working and eager to learn in a highly intellectual, innovative environment

The salary range for this role is expected to be $80,000 to $95,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.

This job is also eligible for an annual discretionary bonus.

We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

 

AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY

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