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Investment Operations Analyst Jobs (NOW HIRING)

Robert Half

Investment Operations Analyst

Fort Worth, TX · On-site

$80K - $110K/yr

We are looking for an Investment Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This role focuses on delivering accurate investor communications ...

M&G plc

Investment Operations Analyst

Chicago, IL · On-site

Investment Operations Analyst - Global Controls (1b) The Role: The 1B role within the U.S. operates as part of the First Line of Defense and reflects a hybrid operating model. While aligned to the ...

Liberty Mutual

Investment Operations Analyst

Boston, MA · On-site

$75K - $121K/yr

Liberty Mutual Investments (LMI) is seeking an Analyst to join its Investment Operations Shared Services Team supporting the reconciliation function of invested assets. The Shared Services ...

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 Aug 3, 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 processing and reconciliation of investment transactions, ensuring data accuracy, and maintaining compliance with regulations. They often work with portfolio management systems, perform risk assessments, and prepare reports for stakeholders. Strong analytical skills and proficiency with financial software are essential for this role.

What does an investment analyst do?

An investment analyst evaluates financial data, market trends, and economic conditions to provide investment recommendations. They analyze securities, prepare reports, and support portfolio management using tools like Excel and financial modeling, often requiring strong analytical skills and industry certifications such as the CFA. Their work helps inform investment decisions for clients or firms.

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.

What is the salary of operations analyst in JP Morgan?

The salary of an Investment Operations Analyst at JP Morgan typically ranges from $60,000 to $90,000 annually, depending on experience, location, and specific team. Entry-level analysts may start at lower salaries, while experienced professionals or those with specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

How much does an investment analyst get paid?

An investment analyst's salary typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts usually earn lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and incentives.
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Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Investment Operations Analyst

Robert Half

Fort Worth, TX • On-site

$80K - $110K/yr

Full-time

Posted 15 days ago

Job description

We are looking for an Investment Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This role focuses on delivering accurate investor communications, coordinating fund activity, and maintaining high-quality reporting for institutional clients. The position offers meaningful exposure across internal teams and is well suited for a highly organized individual who enjoys analyzing data and improving reporting processes.


Join a leading Fort Worth investment firm managing billions in credit and alternative assets. We're seeking a sharp, detail-driven Analyst to own investor reporting, capital calls, and distribution processes for institutional clients. You'll work cross-functionally with Trading, Legal, and Client Coverage teams, build reporting using Excel's most powerful tools (Power Query, VBA), and directly shape how top-tier investors experience our firm. Ideal for a self-starter who thrives on solving data puzzles and wants real ownership from day one. Hybrid schedule, downtown Fort Worth office. 2-5 years finance/accounting experience required.


Joe.Faradie at roberthalf com


this is the best way to apply

• At least 3 years of experience in finance, accounting, investment operations, or a related field.
• Hands-on experience working with investment accounts, transaction data, or financial reporting processes.
• Strong proficiency in Microsoft Excel, including advanced data manipulation and reporting techniques.
• Experience using Power Query and Power BI to prepare, transform, or present financial information.
• Ability to produce clear and accurate client reporting in a deadline-driven environment.
• Strong attention to detail with the ability to manage multiple priorities and follow through independently.
• Effective communication skills and the ability to collaborate across several business functions.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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