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Investment Management Operations Jobs (NOW HIRING)

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Associate, Investment Operations (IS)

Associate, Investment Operations (IS) Department: Investment Services Employment Type: Full Time ... A fast growing, dynamic organization with more than $5 billion in assets under management and an ...

T Rowe Price

Analyst, Investment Liaison

Baltimore, MD · On-site

As an Investment Liaison, you'll play a vital role in supporting portfolio management operations, representing our investment strategies to internal groups, and facilitating effective communication ...

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Investment Management Operations information

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How much do investment management operations jobs pay per hour?

As of Jun 22, 2026, the average hourly pay for investment management operations in the United States is $19.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $22.36 per hour, depending on experience, location, and employer.

What are some common challenges faced in Investment Management Operations, and how can professionals prepare for them?

Professionals in Investment Management Operations often deal with complex data reconciliation, tight regulatory compliance timelines, and rapidly changing market conditions. Keeping up with evolving technology platforms and ensuring accurate trade settlements are also frequent challenges. To prepare, it's essential to develop strong analytical skills, attention to detail, and a proactive approach to learning new systems and regulations. Team collaboration is key, as operations staff regularly coordinate with portfolio managers, compliance officers, and external custodians to resolve issues efficiently.

What are the key skills and qualifications needed to thrive in Investment Management Operations, and why are they important?

To thrive in Investment Management Operations, you need strong analytical skills, attention to detail, and knowledge of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement platforms, and certifications like CFA or CIPM are highly valued. Excellent organizational abilities, problem-solving, and effective communication are critical soft skills for managing complex workflows and collaborating across departments. These competencies ensure accurate transaction processing, regulatory compliance, and efficient support of investment activities.

What is investment management operations?

Investment management operations refers to the back-office and middle-office functions that support the trading, management, and administration of investment portfolios. This includes activities such as trade settlement, portfolio accounting, performance measurement, compliance monitoring, and reporting. These professionals ensure that investment transactions are processed efficiently and in accordance with regulatory requirements, allowing portfolio managers and clients to focus on investment decisions. Effective operations are critical for minimizing risk, reducing errors, and maintaining client trust in investment firms.

What is the difference between Investment Management Operations vs Investment Analyst?

AspectInvestment Management OperationsInvestment Analyst
Primary FocusOverseeing daily fund administration, compliance, and trade processingResearching and analyzing securities to make investment recommendations
Required CredentialsTypically requires a finance or related degree; certifications like CFA are common but less essentialOften requires a finance or economics degree; CFA certification highly valued
Work EnvironmentBack-office, operational teams within asset management firmsResearch departments, investment teams, or front-office roles
Employer & Industry UsageAsset management firms, hedge funds, mutual fundsInvestment banks, asset managers, research firms

Investment Management Operations focuses on the administrative and operational aspects of managing investments, ensuring smooth processing and compliance. In contrast, Investment Analysts analyze securities to guide investment decisions. While both roles are vital in the investment industry, they differ in daily tasks, skill sets, and focus areas.

More about Investment Management Operations jobs
What cities are hiring for Investment Management Operations jobs? Cities with the most Investment Management Operations job openings:
What states have the most Investment Management Operations jobs? States with the most job openings for Investment Management Operations jobs include:
Investment Management Operations jobs near you
Infographic showing various Investment Management Operations job openings in the United States as of June 2026, with employment types broken down into 5% As Needed, 36% Full Time, 45% Part Time, and 14% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $41,222 per year, or $19.8 per hour.
Research/Investment Management

Research/Investment Management

City National Bank

Manhattan, NY • On-site

$127K - $128K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

ABOUT US
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
RESEARCH/INVESTMENT MANAGEMENT
WHAT IS THE OPPORTUNITY?
This position will work directly with RBC Rochdale's First Line of Defense to support and assist in identifying, monitoring and mitigating operational and regulatory risks within Research / Investment Management. The role will support corporate governance enhancement routines, controls implementation and monitoring, development and maintenance of procedure documentation, regulatory requests while providing knowledge of regulatory requirements.
WHAT WILL YOU DO?
  • Responsible for the partnership and support in development and implementation of new programs/strategies, implementation of regulation, rules, and risk management requirements.
  • Analyze, evaluate, and periodically review current risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices.
  • Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line.
  • Execute essential risk program functions, including Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units.
  • Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Client Service & Operations activities.
  • Participate in conducting research, analyzing, and interpreting data and information to support strategies, initiatives, organizational planning, and business model adjustments.
  • Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits.
  • Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success.
  • Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message.
  • Prioritize organizational risk management objectives.
  • Direct and participate in special projects, as necessary.
  • Facilitate audit and examination activities.
  • Cultivate and grow risk talent within the organization through coaching, mentoring, and occasionally assisting with review of applicable training.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Bachelor's Degree or equivalent
  • 7+ years managing projects
  • 7+ years within or related to financial services

Additional Qualifications
  • MBA or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred
  • 7 years of experience managing projects
  • 7 years in a role requiring complex problem solving
  • Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
  • Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues, and analysis, structuring and building quantitative and qualitative/conceptual analyses
  • Knowledge in Financial Services, Project Management
  • Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
  • Proficiency with MS Excel and PowerPoint
  • Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
  • Diverse problem solving experience
  • An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
  • Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
  • Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel
  • Excellent relationship and stakeholder management skills
  • Be able to handle uncertainty well, and are able to simplify complexity

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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