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Investment Operations Analyst Jobs in Ohio (NOW HIRING)

Clearstead

Sr. Operations Analyst

Cleveland, OH · On-site

$70K - $95K/yr

... accurate client and investment data across daily, monthly, and quarterly workflows ... Operations Analysts; document procedures to support consistency and cross-coverage; drive ...

Modern Technology Solutions, Inc.

As an Operations Analyst, Senior Principal with MTSI, you will be responsible for providing ... of M&S investments, system architectures, and requirements development. • Evaluate proposed ...

First Student

Business Operations Analyst

Cincinnati, OH · On-site

$50K - $60K/yr

Role will require custom reporting for operational business analytics utilizing Power BI, Excel ... Continually investing in the services of the future, we're proud to be part of FirstGroup America ...

First Student

Business Operations Analyst

Cincinnati, OH · On-site

$50K - $60K/yr

Role will require custom reporting for operational business analytics utilizing Power BI, Excel ... Continually investing in the services of the future, we're proud to be part of FirstGroup America ...

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

The Investment Analyst plays a key role in supporting the company's real estate investment ... operational initiatives Other Duties: * Demonstrate company core values consistently * Perform any ...

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All JobsInvestment Operations Analyst JobsInvestment Operations Analyst Jobs in Ohio

Investment Operations Analyst information

See Ohio salary details

$33.3K

$81.6K

$126.4K

How much do investment operations analyst jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment operations analyst in Ohio is $81,577.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $94,600.00 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.

What are popular job titles related to Investment Operations Analyst jobs in Ohio?

For Investment Operations Analyst jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Investment Operations Analyst jobs in Ohio look for?

The top searched job categories for Investment Operations Analyst jobs in Ohio are:

What cities in Ohio are hiring for Investment Operations Analyst jobs?

Cities in Ohio with the most Investment Operations Analyst job openings:

What are popular job titles related to Investment Operations Analyst jobs in OH?

For Investment Operations Analyst jobs in OH, the most frequently searched job titles are:

Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $81,577 per year, or $39.2 per hour.

Sr. Analyst, Investment Data & Analytics

Fund Evaluation Group LLC

Cincinnati, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Key responsibilities

  • Support portfolio managers with investment analysis, portfolio monitoring, and asset allocation initiatives.

  • Develop tools and dashboards to improve visibility into portfolio exposures, risks, and liquidity.

  • Build and enhance portfolio monitoring tools, dashboards, and analytical reporting.

Job description

Location: Cincinnati, OH
Employment Type: Full-time
Department: Portfolio Management
About the Role
Sr. Analyst, Investment Data & Analytics is a member of the Portfolio Management team and serves as a critical partner to portfolio managers, asset allocation professionals, and investment leadership. This role is responsible for ensuring that investment decisions are supported by accurate, timely, and actionable data. The position combines investment analysis, portfolio monitoring, data management, automation, and process improvement to strengthen the firm's OCIO investment platform.
The ideal candidate enjoys working at the intersection of investing, analytics, and technology and is passionate about turning complex investment data into meaningful insights that improve portfolio outcomes. This role partners closely with Investment Operations, Technology, and Research while supporting the day-to-day needs of Portfolio Management.
What You'll Do
Portfolio Analytics & Investment Support
  • Support portfolio managers with investment analysis, portfolio monitoring, and asset allocation initiatives.
  • Prepare data, analysis, and reporting used in Strategic Asset Allocation and Dynamic Asset Allocation reviews.
  • Develop tools and dashboards that improve visibility into portfolio exposures, risks, positioning, liquidity, and implementation.
  • Assist with portfolio construction analyses across public and private market portfolios.
  • Support manager implementation and portfolio transition activities.
  • Help identify trends, risks, and anomalies across portfolios and client accounts.

Investment Data Management
  • Ensure portfolio managers have access to reliable, accurate, and timely investment data.
  • Monitor the quality of data flowing from custodians, accounting systems, market-data providers, and internal applications.
  • Reconcile data discrepancies and partner with Operations to resolve exceptions.
  • Oversee data validation processes supporting performance measurement, portfolio monitoring, and investment reporting.
  • Maintain documentation of critical investment data workflows and controls.

Data Analytics & Automation
  • Build and enhance portfolio monitoring tools, dashboards, and analytical reporting.
  • Develop automated workflows that improve efficiency and reduce manual processes.
  • Support the creation and maintenance of investment data pipelines.
  • Partner with Technology and Operations to improve data availability and data quality.
  • Utilize quantitative tools to improve portfolio oversight and investment decision support.

OCIO Portfolio Oversight
  • Support implementation monitoring of model portfolios and client allocations.
  • Conduct allocation drift analysis and monitor adherence to investment policy targets.
  • Analyze benchmark exposures, client positioning, and portfolio characteristics.
  • Assist with investment committee materials and portfolio review presentations.
  • Support special projects related to portfolio construction and investment strategy.

Cross-Functional Partnership
  • Serve as a key liaison between Portfolio Management and Investment Operations.
  • Partner with Operations to improve trade implementation workflows and data accuracy.
  • Collaborate with Research, Advisors, Reporting, and Technology teams on investment-related initiatives.
  • Help establish best practices around investment data governance, quality standards, and controls.

What Will Make You Successful
You thrive when:
  • Analyzing data to solve investment problems.
  • Building scalable solutions rather than manual workarounds.
  • Working directly with portfolio managers and investment professionals.
  • Finding patterns and insights within large datasets.
  • Balancing attention to detail with practical business outcomes.
  • Continuously improving investment processes and workflows.

Qualifications
Required
  • Bachelor's degree in Finance, Economics, Analytics, Mathematics, Business, Engineering, Information Systems, or related field.
  • 3-5 years of experience in:
    • Portfolio management support
    • Investment analytics
    • OCIO
    • Asset management
    • Institutional consulting
    • Investment operations with heavy analytical responsibilities
  • Strong understanding of portfolio construction and investment management concepts.
  • Experience working with portfolio accounting and investment data.
  • Advanced Excel skills.
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration abilities.

Preferred
  • Experience supporting institutional or OCIO portfolios.
  • SQL, Python, Power BI, Tableau, or similar analytical tools.
  • Experience with FactSet, Black Diamond, SS&C, Addepar, Clearwater, Tamarac, or comparable systems.
  • Experience building dashboards, automated reporting, or analytical models.
  • CFA, CAIA, CIPM, FRM, or progress toward designation.

What We Offer / Benefits & Compensation
  • Competitive compensation and bonus opportunities commensurate with qualifications and performance.
  • Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
  • Wealth Benefits including 401(k) and ESOP Programs with company contributions.
  • Paid Time Off (Holidays, PTO, Parental Leave)
  • Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
  • Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
  • A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.
  • Tuition reimbursement for approved educational programs to support continued learning and career development.
  • Reimbursement for eligible professional certifications and industry-recognized designations.
  • Access to comprehensive wellness programs that support physical, mental, and overall well-being.

Work Authorization Requirement
FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. At this time, we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship.
LIMITATIONS AND DISCLAIMER
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an "at-will" basis.
1Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.
2As of December 31, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $99.4bn in AUA, FEG's total assets under management (AUM) of $18.1bn includes discretionary of ($15.4bn) and non-discretionary AUM ($2.6bn).
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.

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