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Investment Operation Jobs (NOW HIRING)

6AM City

Associate, Investment Operations

Iowa, LA · Hybrid

A growing institutional investment management organization is seeking an Associate, Investment Operations to join its collaborative and fast-paced operations team. This position offers the ...

6AM City

Associate, Investment Operations

Iowa, LA · Hybrid

A growing institutional investment management organization is seeking an Associate, Investment Operations to join its collaborative and fast-paced operations team. This position offers the ...

OneWell

Investment Operations Associate

Princeton, NJ · On-site

Investment operations sit at the center of everything we do, from the moment a client commitment is made through performance reporting, transaction execution, and ongoing portfolio oversight. The ...

OneWell

Investment Operations Associate

Princeton, NJ · On-site

$90K - $110K/yr

Investment operations sit at the center of everything we do, from the moment a client commitment is made through performance reporting, transaction execution, and ongoing portfolio oversight. The ...

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Investment Operation information

See salary details

$22K

$97.1K

$213.5K

How much do investment operation jobs pay per year?

As of Sep 1, 2026, the average yearly pay for investment operation in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is investment operation?

Investment operations refer to the processes and activities involved in supporting and managing the administrative, transactional, and compliance functions of investment portfolios. This includes trade settlement, cash management, record keeping, risk monitoring, and ensuring that all transactions comply with regulatory requirements. Professionals in investment operations act as a bridge between portfolio managers, traders, custodians, and clients to ensure smooth execution and accurate reporting of investment activities. Their work is essential for minimizing errors, ensuring timely settlements, and maintaining the integrity of investment data.

What are the key skills and qualifications needed to thrive in investment operation?

To thrive in Investment Operations, you need a strong grasp of financial instruments, operational processes, and a relevant degree in finance, accounting, or a related field. Familiarity with portfolio management systems, trade settlement platforms, and certifications like CFA or CIPM are often required. Attention to detail, analytical thinking, and effective communication are essential soft skills that set top performers apart. These abilities are crucial for ensuring accurate transaction processing, minimizing risk, and supporting seamless investment workflows.

What are some typical challenges faced in an investment operation role, and how are they addressed within a team setting?

Investment Operations professionals often encounter challenges such as ensuring accurate trade settlements, managing tight deadlines, and handling large volumes of data with minimal errors. These challenges are typically addressed through strong collaboration with portfolio managers, custodians, and compliance teams, as well as by leveraging robust internal controls and technology platforms. Regular communication and workflow reviews help identify potential bottlenecks, while ongoing training ensures team members remain up-to-date on regulations and best practices. This collaborative and structured environment helps maintain accuracy and efficiency in daily operations.

What is the difference between Investment Operation vs Investment Analyst?

AspectInvestment OperationInvestment Analyst
Required CredentialsTypically requires a bachelor's degree in finance, accounting, or related fields; certifications like CFA are a plusRequires a bachelor's degree in finance, economics, or related; CFA or similar certifications are common
Work EnvironmentBack-office, operational teams within asset management firms or banksFront-office, research-focused teams analyzing investment opportunities
Employer & Industry UsageUsed across asset management, banks, and financial institutions for processing transactionsPrimarily in investment firms, asset managers, and hedge funds for market analysis

Investment Operations and Investment Analysts both require finance-related credentials and often work within the same industry. However, Investment Operations focuses on transaction processing, compliance, and back-office functions, while Investment Analysts concentrate on market research, analysis, and investment recommendations.

More about Investment Operation jobs

What cities are hiring for Investment Operation jobs?

Cities with the most Investment Operation job openings:

What states have the most Investment Operation jobs?

States with the most job openings for Investment Operation jobs include:

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Investment Operation jobs near you
Infographic showing various Investment Operation job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Operations Analyst

Daley And Associates, LLC

Quincy, MA • On-site

$28 - $30/hr

Other

Posted 11 days ago

Job description

Investment Operations Analyst - Boston, MA
We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Quincy, MA. The Investment Operations Analyst will support trade operations by processing, reviewing, and confirming trades, conducting nightly pricing activities, and researching and resolving discrepancies. The ideal candidate will have 1–3+ years of experience in investment operations, trade support, or financial services.
This is a contract-to-hire opportunity, paying between $28-30/hour within a 40-hour work week.
Responsibilities:
  • Assist with investment operations and nightly pricing processes
  • Support trade operations by processing, reviewing, and confirming trades
  • Research and resolve trade errors, discrepancies, exceptions, and processing issues
  • Collaborate with internal and external teams to investigate and resolve operational inquiries
  • Communicate transaction issues, status updates, and resolutions, escalating as needed
  • Follow established procedures and company standards to ensure compliance and accuracy
  • Identify opportunities for process improvements and assist with implementation as needed
  • Support additional operational responsibilities and projects as assigned
Qualifications:
  • Bachelor's degree in Finance or Economics (required)
  • GPA above 3.0 (required)
  • 1+ years of experience (internships included)
  • Proficiency in Microsoft Excel (V-Lookups and PivotTables)
  • Ability to work well in a team environment and also independently
  • Demonstrated interest in investment operations 
  • Excellent communication (written and verbal) and interpersonal skills 
  • Detail-oriented, highly organized, and eager to learn
For immediate consideration, interested and qualified candidates should send their resume to Lydia at Lsinger@daleyaa.com.

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