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Investment Operations Analyst Jobs (NOW HIRING)

Initio Capital

Investment Operations Analyst

Austin, TX · Remote

THE ROLE As a Investment Operations Analyst, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into ...

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 Aug 23, 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 are the key skills and qualifications needed to thrive as an investment operations analyst?

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 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 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.

Is investment operations analyst a good career?

An investment operations analyst is a valuable role in financial firms, responsible for processing transactions, ensuring data accuracy, and supporting investment activities. It offers opportunities for career growth, skill development in finance and technology, and often requires proficiency with financial software and certifications like CFA or CPA. The role can be stable and rewarding for those interested in finance and operations.

What does an investment operations analyst do?

An investment operations analyst is responsible for supporting the processing, reconciliation, and reporting of investment transactions and portfolios. They ensure data accuracy, compliance with regulations, and use tools like Excel and investment management software to monitor performance and facilitate smooth operations within an investment firm. Strong attention to detail and understanding of financial markets are essential for this role.
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Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Investment Operations Analyst

Daley And Associates, LLC

Quincy, MA • On-site

$28 - $30/hr

Other

Posted 2 days ago

New

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.

Apply