ZipRecruiter

Log In

1

Investment Operations Analyst Jobs in Colorado (NOW HIRING)

Transamerica

Procurement Operations Analyst

Denver, CO · On-site

$61K - $81K/yr

Our insurance, retirement, and investment solutions help people make the most of what's important ... Summary As a member of Procurement Operations, partner with managers and suppliers as the point of ...

Aegon

Procurement Operations Analyst

Denver, CO · Hybrid

$61K - $81K/yr

Our insurance, retirement, and investment solutions help people make the most of what's important ... Summary As a member of Procurement Operations, partner with managers and suppliers as the point of ...

Stackinfra

Investment Analyst

Denver, CO · On-site

$76K - $83K/yr

Operational Support - The Investment Analyst will support maintaining operational expense models and publishing quarterly reporting. This person will have a strong working relationship with the ...

STACK Infrastructure

Investment Analyst

Denver, CO · On-site

$76K - $83K/yr

Operational Support - The Investment Analyst will support maintaining operational expense models and publishing quarterly reporting. This person will have a strong working relationship with the ...

Zero Homes

Strategy and Operations Analyst

Denver, CO · On-site

... the next dollar of investment does the most good. Then turn what you find into clear ... What You Bring * 2-5 years in analytics, consulting, FP&A or a data-heavy operations role, ideally ...

Zero Homes

Strategy and Operations Analyst

Denver, CO · On-site

... the next dollar of investment does the most good. Then turn what you find into clear ... What You Bring * 2-5 years in analytics, consulting, FP&A or a data-heavy operations role, ideally ...

Zero Homes

Strategy and Operations Analyst

Denver, CO · On-site

$130K - $160K/yr

... the next dollar of investment does the most good. Then turn what you find into clear ... What You Bring * 2-5 years in analytics, consulting, FP&A or a data-heavy operations role, ideally ...

Fivetran

Senior Analyst, Field Operations

Denver, CO

... investing or finance environment. * Experience supporting or contributing to a sales segment or GTM ... embedded analyst or operations partner. * Highly organized, self-directed, and comfortable ...

Fivetran

Senior Analyst, Field Operations

Denver, CO · On-site

... investing or finance environment. * Experience supporting or contributing to a sales segment or GTM ... embedded analyst or operations partner. * Highly organized, self-directed, and comfortable ...

US Bank

PWM Portfolio Investment Analyst

Denver, CO · On-site

$75K - $89K/yr

On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will ... operations/policies and U.S. Bank products and services - Effective interpersonal, verbal and ...

next page

Showing results 1-20

All JobsInvestment Operations Analyst JobsInvestment Operations Analyst Jobs in Colorado

Investment Operations Analyst information

See Colorado salary details

$36.8K

$90.2K

$139.9K

How much do investment operations analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for investment operations analyst in Colorado is $90,228.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $104,600.00 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?

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, reconciliation, and reporting of investment transactions and portfolios. They ensure data accuracy, comply with regulations, and often use tools like Excel and investment management software to monitor performance and manage risk. The role requires strong attention to detail and knowledge of financial markets and investment processes.

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.

Do investment operations analysts make good money?

Investment operations analysts typically earn a competitive salary that varies by experience, location, and employer. Entry-level positions often start around $50,000 to $70,000 annually, with experienced analysts earning over $100,000, especially in financial hubs. The role often requires strong analytical skills and familiarity with financial software and industry regulations.
What are popular job titles related to Investment Operations Analyst jobs in Colorado? For Investment Operations Analyst jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Investment Operations Analyst jobs in Colorado look for? The top searched job categories for Investment Operations Analyst jobs in Colorado are:
What are popular job titles related to Investment Operations Analyst jobs in CO? For Investment Operations Analyst jobs in CO, the most frequently searched job titles are:
Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in Colorado as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $90,228 per year, or $43.4 per hour.

Investment Operations Coordinator

Thrivent Financial

Loveland, CO • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to support advisor-directed trading, portfolio implementation, client money movement, and investment operations. This role requires strong attention to detail, sound investment knowledge, and the ability to execute requests accurately across multiple systems and account types. The Investment Operations Coordinator reports to and is employed by Purpose Driven Wealth.
This role is full-time and fully in-office out of Loveland, CO.
Hours: 8am to 5pm, Monday - Friday
Compensation: $60K to $80K based on licensing and experience. Bonus opportunities available.
Benefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.

Position Roles/Responsibilities/Accountabilities

  • Execute advisor-directed trades, account rebalances, cash deployment, new account investments, Roth conversions, and internal money movements across qualified and non-qualified accounts.
  • Support tax-aware trading, capital gains management, restricted positions, household allocation alignment, and income-based strategies.
  • Establish and maintain systematic withdrawals, periodic investment plans, and other recurring account activity.
  • Maintain Excel-based team resources and support investment analysis, client review preparation, and other operational needs.
  • Communicate with Thrivent advisors and internal partners to ensure requests are executed accurately and timely.
  • Note CAN NOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Position Qualifications

  • 1-3 years of experience in trading, investment operations, portfolio administration, or wealth management.
  • Must be securities registered (i.e. 7 & 66 or 6 & 63).
  • Must be securities registered in all states in which the candidate would be doing support work for Purpose Driven Wealth
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Proficiency in Excel, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, and Wealthscape
  • Strong understanding of equities, ETFs, mutual funds, fixed income, and qualified/non-qualified accounts.
  • VBA experience preferred.
  • Strong verbal and written communication skills.
  • Ability to maintain integrity of sensitive/confidential information

External/Internal Dependencies

  • Must be able to work with all roles of the Purpose Driven Wealth.
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Pay Transparency





Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

What Thrivent employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply