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$53

How much do investment operations jobs pay per hour?

As of Jul 6, 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 jobs make $3,000 a day?

High-level investment professionals such as hedge fund managers, private equity partners, and senior traders can earn $3,000 or more per day through large bonuses, profit sharing, or substantial salaries. These roles typically require extensive experience, advanced degrees, and strong analytical skills, often working in fast-paced financial environments with significant risk and responsibility.

How much does an investment operations specialist make?

An investment operations specialist typically earns between $60,000 and $90,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start around $50,000, while experienced professionals with certifications like CFA can earn higher salaries. The role often requires proficiency with financial systems and attention to detail.

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 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.

What is the role of investment operations?

Investment operations involve managing the processing, settlement, and reconciliation of investment transactions to ensure accurate and efficient handling of assets. Professionals in this role support portfolio management by maintaining data integrity, overseeing compliance, and utilizing tools like trading platforms and reporting systems. Attention to detail and knowledge of financial regulations are essential for success in this field.
More about Investment Operations jobs
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Investment Operations jobs near you
Infographic showing various Investment Operations job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Investment Operations

Kestra Financial Independent Advisor

Columbia, MD • On-site

Full-time

Posted 9 days ago

Job description

The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities.
Essential Duties & Responsibilities:
Client Responsibilities
  • Record conversations and requests in SmartOffice
  • Process distribution requests

Investment Operations Responsibilities
  • Maintain client records and notes in SmartOffice.
  • Open new investment accounts/schedule client meetings
  • Utilize Advice Pay
  • Enter contributions in Wealthscape/Assetmark and other investment platforms.
  • Request trading on new investments
  • Maintain and report all investment activity (weekly)
  • Set up bank links to investment accounts.
  • Set up monthly Periodic Investment Plans (PIP) for clients.
  • Submit "Securities-Based Line of Credit" (SBLOC) applications.
  • Assist with Maryland 529 applications.
  • Annually process Required Minimum Distributions (RMD)

Office Responsibilities
  • Answers phone calls
  • Greet public that comes into the office.
  • Schedule Appointments
  • Scan/Fax/Record all documents.
  • Sort Mail
  • Submit invoices outside of Advice Pay
  • Monitor Investment licensure for staff by state of client.
  • Submit correspondence and extensions to Kestra Financial for approval of staff written documents.
  • Maintain all compliant requirements.
  • Maintain Office lobby and kitchen with supplies and ensure "Client Ready" appearance.
  • Order/Maintain all needed office equipment/furniture/supplies.
  • Additional responsibilities may be assigned from time to time.

Education & Experience:
Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education.
Knowledge, Skills & Abilities:
  • Strong ability to communicate and work effectively as a team member.
  • Attention to detail, thoroughness, and number accuracy.
  • Ability to clearly follow direction and articulate and write responses in English.
  • Must have sound judgment when dealing with clients and staff members.
  • Work under pressure and meet mandatory deadlines as needed.
  • Sound judgment in determining prioritization of work.
  • Keen sense of ownership of job responsibilities
  • Knowledge of Microsoft Suite and able to comprehend and use software common in the industry.

Supervisory Responsibilities: None
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.
  • Routine 8-hour shift; but may be subject to irregular hours based on shift demands.
  • Ability to lift to 15 lbs.
  • Visual and auditory acuity sufficient to read Company materials and view monitor and telephone.
  • Employees will work in an indoor environment; may be exposed to variations in room temperature and noise level.
  • Must be able to voice/write communication with staff and clients in English.
  • Must be able to use normal office equipment to include, but not limited to computer (laptop), telephone, printers, scanner, postage machine, and multiple computer monitors.

EEO/AAP Statement:
We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.

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