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Investment Management Operations Analyst Jobs (NOW HIRING)

Morgan Stanley

General Description The Investment Management Summer Analyst Program is a 10-week program beginning ... Roles in this team offer broad exposure to business management and operational leadership. Global ...

American Forest Management

Operations Analyst

Chehalis, WA · On-site

$75K - $105K/yr

Reporting directly to the PNW Region Manager, the Operations Analyst is a role centered on project management and client reporting. Key areas of focus include planning, budgeting, and operational and ...

World Bank

Operations Analyst

Washington, DC · On-site +1

The Multilateral Investment Guarantee Agency (MIGA) is a member of the World Bank Group with a ... While reporting to the Manager for GTT, the Operations Analyst will work closely with Transaction ...

K1

Legal Operations Analyst

Manhattan Beach, CA · On-site

... 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 ...

NEPC, LLC

Investment Analyst, OCIO Operations

Boston, MA · On-site

$62K - $81K/yr

These activities involve interfacing with hedge fund managers, private equity managers, asset ... In addition to the investment operations support, this individual will be responsible for taking ...

Nepc, Llc

$62K - $81K/yr

These activities involve interfacing with hedge fund managers, private equity managers, asset ... In addition to the investment operations support, this individual will be responsible for taking ...

NEPC, LLC

Investment Analyst, OCIO Operations

Chicago, IL · Hybrid

$62K - $81K/yr

These activities involve interfacing with hedge fund managers, private equity managers, asset ... In addition to the investment operations support, this individual will be responsible for taking ...

United Community Banks Inc.

$72K - $87K/yr

The Investment Analyst will present recommendations on managers and portfolios to the Asset Management Council and the Director of Research. He/she will also prepare communications designed to inform ...

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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 Sep 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 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.
More about Investment Management Operations Analyst jobs

What are popular job titles related to Investment Management Operations Analyst jobs?

For Investment Management Operations Analyst jobs, the most frequently searched job titles are:

Investment Management Operations Analyst jobs near you
Infographic showing various Investment Management Operations Analyst job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $70,210 per year, or $33.8 per hour.

Sr. Operations Analyst

Cleveland, OH • On-site

Clearstead Advisors LLC
Finance and Insurance • 51 - 200 employees
Learn more about Clearstead Advisors LLCexternal

Full-time

Posted 24 days ago

Job description

Description

The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems, standardized reporting, transaction processing, and manual account/performance reconciliation. This role partners with internal teams and custodians to resolve exceptions and maintain accurate client and investment data across daily, monthly, and quarterly workflows. 


Responsibilities: 

Lead key operational processes and execute complex departmental tasks to keep daily, monthly, and quarterly workflows running efficiently.

Train and develop Operations Analysts; document procedures to support consistency and cross-coverage; drive continuous improvement.

Perform account onboarding, setup, and ongoing maintenance across portfolio accounting and reporting systems, including account/household setup and required data configuration.

Maintain data integrity by monitoring feeds, ensuring timely updates, and researching/resolving exceptions.

Create and monitor new asset setups and classifications to support accurate accounting and reporting.

Process standard operational transactions using established procedures, including transaction entry and quality checks.

Perform manual account and performance reconciliations; investigate breaks and work with custodians to resolve discrepancies.

Monitor alternative investments; enter related transactions across reporting systems; maintain supporting documentation.

Produce monthly and quarterly standardized reporting and related operational deliverables.

Assist with data aggregation setup and maintenance to support reporting and operational workflows.

Save and organize custodial statements and alternative investment documents; maintain accurate and complete records.

Assist with daily production activities and execute ad hoc requests in support of the Operations team.

Process account closing and client offboarding in accordance with established procedures.

Follow departmental policies and procedures and recommend enhancements to improve efficiency and controls.

Other duties and projects as assigned to support the team.

Requirements

Skills and Experience

Bachelor's degree in Business, Finance, Data Analytics, or a related field (or equivalent relevant experience).

3-5 years of experience in financial services or wealth management operations.

Demonstrated ability to analyze and resolve complex problems independently; strong attention to detail.

Ability to work in a fast-paced environment managing multiple requests and priorities and meeting deadlines.

Ability to communicate and work well amongst cross-functional teams and external partners (including custodians).

Strong organizational and interpersonal skills; excellent written and verbal communication.

Working knowledge of portfolio accounting and reporting systems, reconciliations, and alternative investment processing; experience with Orion Advisor Technology preferred.

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