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Investment Operations Analyst Jobs (NOW HIRING)

MicroVentures

Investment Operations Analyst

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

MicroVentures

Investment Operations Analyst

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

MicroVentures

Investment Operations Analyst

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

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Investment Operations Analyst information

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$35K

$85.8K

$133K

How much do investment operations analyst jobs pay per year?

As of Jun 16, 2026, the average yearly pay for investment operations analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

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

AspectInvestment Operations AnalystInvestment Analyst
Primary FocusProcessing transactions, data management, compliance, and operational supportResearching, analyzing, and recommending investment opportunities
Required SkillsAttention to detail, operational knowledge, familiarity with trading platformsFinancial analysis, market research, valuation skills
CertificationsTypically CFA Level I or II, or similarOften CFA Level I or II, or CFA Charter
Work EnvironmentBack-office, support teams within asset management firms or banksResearch departments, portfolio management teams

While both roles are integral to investment firms, the Investment Operations Analyst primarily handles operational tasks, data accuracy, and compliance, whereas the Investment Analyst focuses on market research and investment decision-making. Understanding these differences helps candidates target the right roles based on their skills and career goals.

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

To excel as an Investment Operations Analyst, you need strong analytical skills, attention to detail, and a degree in finance, accounting, or a related field. Familiarity with portfolio management systems, trade settlement platforms, and advanced Excel or data analytics tools is typically required, along with knowledge of industry regulations. Excellent problem-solving abilities, organizational skills, and effective communication help you manage complex processes and collaborate across teams. These competencies ensure accurate trade processing, risk mitigation, and operational efficiency in investment management environments.

What does an Investment Operations Analyst do?

An Investment Operations Analyst is responsible for supporting the day-to-day operations of investment portfolios, including trade settlement, reconciliation, and reporting. They ensure the accuracy of transaction data, monitor compliance with regulatory requirements, and help resolve discrepancies between investment managers, custodians, and brokers. By maintaining efficient processes and accurate records, they help investment firms manage risk and deliver reliable results to clients.

What are some typical challenges faced by Investment Operations Analysts, and how can new hires best prepare for them?

Investment Operations Analysts often encounter challenges such as managing tight deadlines, ensuring accurate trade settlements, and adapting to evolving regulatory requirements. New hires can prepare by developing strong attention to detail, effective time management skills, and a solid understanding of financial markets and operational workflows. Building proficiency with industry-standard software and fostering collaborative relationships with portfolio managers, traders, and custodians will also help navigate the fast-paced environment successfully.
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Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution, with an average salary of $85,807 per year, or $41.3 per hour.
Investment Operations Analyst

Investment Operations Analyst

Daley And Associates, LLC

Boston, MA

$19 - $20/hr

Other

Posted 3 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 Boston, MA. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience with a top-tier Investment Management firm. 

This is a contract-to-hire opportunity, paying between $19-20/hour within a 40-hour work week.
Responsibilities:

  • Analyze monthly fixed income portfolio asset reports for client accounts
  • Submit daily/monthly asset and cash reconciliations for custodian banks
  • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
  • Research and report variances and incorrect holdings within accounts, and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly
  • Use Bloomberg to research portfolio discrepancies between the firm and the Bank
  • Provide additional support as needed

Qualifications:

  • Bachelor's degree in Finance or Economics (required)
  • GPA above 3.0 (required)
  • 0-1 years experience (internships included)
  • Proficiency in Microsoft Excel (V-Lookups and Pivot-Tables)
  • 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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