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Investment Operations Jobs (NOW HIRING)

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Investment Operations

Raleigh, NC · On-site

The Investment Operations professional is responsible for supporting all operational aspects of our TAMP investment management services, including trade execution, monitoring portfolios including ...

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How much do investment operations jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for investment operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

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

To thrive in Investment Operations, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a bachelor's degree. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CIPM, is highly valued. Excellent problem-solving abilities, organizational skills, and effective communication set top performers apart in this field. These competencies are essential for ensuring accurate transaction processing, regulatory compliance, and seamless support of investment activities.

What are Investment Operations?

Investment Operations refer to the behind-the-scenes processes and systems that support the buying, selling, and management of investment assets in financial institutions. This includes trade settlement, reconciliation, portfolio accounting, reporting, and ensuring compliance with regulatory requirements. Investment Operations professionals ensure that transactions are processed accurately and efficiently, helping firms to minimize risks and meet client expectations. Their work is critical for the smooth functioning of asset management, hedge funds, pension funds, and investment banks.

What does an investment operator do?

An investment operator manages and executes investment transactions, monitors portfolio performance, and ensures compliance with investment strategies. They often use financial analysis tools and require strong attention to detail and understanding of market conditions.

What is an investment operations job?

An investment operations job involves managing the administrative and operational tasks related to investment portfolios, such as trade processing, record keeping, compliance, and reporting. Professionals in this role ensure the smooth functioning of investment activities, often using specialized software and adhering to industry regulations.

What are some common challenges faced in Investment Operations, and how can professionals effectively address them?

Investment Operations professionals often encounter challenges such as managing high transaction volumes, ensuring data accuracy, and adapting to frequent regulatory changes. To address these, strong attention to detail, robust internal controls, and staying current with industry regulations are crucial. Collaboration with portfolio managers, compliance teams, and IT staff also helps streamline processes and resolve issues efficiently. Developing proficiency with investment management systems and a proactive approach to problem-solving can further enhance effectiveness in this role.

What jobs make $1,000,000 a year?

In investment operations, high-level roles such as Chief Investment Officer or senior portfolio managers at large firms can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced certifications like CFA, and a strong track record in managing significant assets. Compensation varies widely based on firm size, performance, and geographic location.

What is an investment operation?

An investment operation involves managing and processing the day-to-day activities related to investment portfolios, such as trade settlement, record keeping, compliance, and reporting. Investment operations professionals ensure accurate transaction processing and data integrity, often using specialized software and adhering to regulatory standards.

What is the difference between Investment Operations vs Fund Accountant?

AspectInvestment OperationsFund Accountant
Primary ResponsibilitiesOversees trade processing, settlement, data management, and compliance across investment portfolios.Manages fund accounting, NAV calculations, and financial reporting for investment funds.
Required Skills & CertificationsKnowledge of investment processes, Excel, and industry regulations; certifications like CFA or CPA are common.Strong accounting skills, familiarity with fund accounting software; CPA or equivalent often preferred.
Work EnvironmentTypically in asset management firms, hedge funds, or banks, focusing on operational efficiency.Primarily in fund management companies, focusing on accurate financial reporting.

While both roles support investment firms, Investment Operations has a broader scope covering trade processing and compliance, whereas Fund Accountants focus specifically on fund financials and NAV calculations. Both roles often require similar certifications and work in related environments, but their core functions differ in scope and daily tasks.

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Investment Operations jobs near you
Investment Operations Associate

Investment Operations Associate

Meketa Investment Group

Westwood, MA • On-site

$60K - $62K/yr

Full-time

Posted 2 days ago

Job description

Investment Operations Associate
Position Summary:
The Investment Operations Associate works directly with the Transfer Coordinator and other Operations professionals to successfully track all investments, investment activity, valuations, and documentation for invested partnerships of Meketa Investment Group's discretionary and non-discretionary clients.
The Investment Operations Associate will play an integral role in trade execution, investment monitoring, and data integrity, as well as portfolio implementation and successful execution of capital calls and distributions on behalf of the firm's discretionary clients. The Operations Associate may process transactions for a variety of vehicle types including separate accounts, commingled funds, mutual funds, hedge funds, equities, and limited partnerships. The Associate will be expected to log and aid in the completion of transfer activity including: data collection, cash flow issue resolution, creation of letters of direction, and reporting on internal cash flow statistics
The Investment Operations Associate will support the trade execution process, working within Operations and with Client Teams to ensure client decisions and investment activity are accurately recorded and executed with external Managers, Custodians and other related parties. They will ensure excellent document storage with regards to investment information, trades, and client information, serving as a liaison between custodial banks and investment manager's back-offices. The employee will facilitate the post-trade reconciliation of all transactions and be an observer at internal client and investment committee meetings as needed.
Responsibilities:
  • Execute trade activity based on investment decisions made by internal Investment Committees and sub-committees as well as processing of capital calls and distribution related to private market investments
  • Reconciliation of portfolio valuations and trade, ensuring post-trade confirmations for all trades
  • Maintain all transaction terms for investment managers and custodians, including wire instructions, notification periods, liquidity restrictions, share class information, and settlement timing
  • Communicate with client teams, investment managers, custodians, and fund administrators throughout the transaction process
  • Support the investment team by providing operational data and analysis
  • Maintain documentation for each client including approvals, subscription/redemption documents, directives, confirmations, and other transaction related activity
  • Monitor portfolios for cash flows and policy compliance on a daily basis
  • Stay informed about market trends and changes in the regulatory environment

Position Requirements:
  • Bachelors degree in Finance, Economics, Business Administration, or a related field
  • Skill at analyzing, evaluating, and reviewing quantitative information from disparate sources.
  • Strong understanding of Operations and process driven tasks
  • Superb computer skills, including facility with Microsoft Office Suite.
  • Excellent attention to detail and organized work habits.
  • Ability to work efficiently and accurately under time pressure
  • Ability to work well with internal employees and external contacts.
  • Ability to work independently and to proactively seek new responsibilities.
  • Operational experience at an asset manager, custodian bank, or other financial services organization a plus.

Measures of Success:
  • Accuracy and timeliness of trade execution and reconciliation of data related to transfer activity, valuations, and investment and client-specific details.
  • Level of proficiency with internal proprietary software, as well as external data providers
  • Level of effectiveness in interacting with external third-parties including custody banks, investment managers, and fund administrators.
  • Maintenance of good working relationships with other employees

About Meketa Investment Group
Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
Pay Range: $60,000 - $62,000 per year

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