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Investment Operations Analyst Jobs in Ohio (NOW HIRING)

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Investment Operations Analyst information

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$33.3K

$81.6K

$126.4K

How much do investment operations analyst jobs pay per year?

As of Aug 31, 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.

Senior Operations Specialist

Independence, OH • On-site

MAI WEALTH MANAGEMENT, INC.
See more jobs at MAI WEALTH MANAGEMENT, INC.external

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

GENERAL JOB DESCRIPTION

The Senior Operations Specialist is responsible for processing a variety of daily operational requests such as account onboarding, maintenance, transaction entry, billing, quarterly reporting, and other client and advisor requests. This role provides both strategic and tactical perspectives to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. In addition, the Senior Investment Operations Specialist partners with the Operations Team Leader and Operations Team Manager to prioritize a varied and diverse set of tasks to meet both short and long-term goals.


 MAJOR DUTIES AND RESPONSIBILITIES

  • Ability to work in a dynamic environment, where the roles and responsibilities are evolving in response to the implementation of new processes and procedures.
  • Perform setup and maintenance activities for all requests received related to products and services administered within the department.
  • Identify and communicate opportunities for process improvement and efficiency.
  • Executes standard, scheduled transactions/processes utilizing standard procedures. May have specific responsibility for specialized product or functional area.
  • Provides responses and documentation to inquiries and ad hoc requests. Provides feedback on workflow and work received.
  • Demonstrates proficiency with CRM application, including but not limited to workflow design, integrations, and problem resolution.
  • Reconcile reports, exceptions, and validation of transactions. Responsible for daily quality control, managing error rates, exception review processing and daily reporting.
  • Effective communication with advisors and other operational groups to resolve various account discrepancies.
  • Demonstrate expertise in the areas of technical functions, research of issues, critical thinking, problem solving, independent decision making and effective communication.
  • Interact with custodians as necessary to resolve discrepancies.
  • Promotes and implements best practices in the application of policies, processes, procedures, and other elements of governance affecting operational risk throughout the organization.
  • Participates in projects as needed.
  

EXPERIENCE/CREDENTIALS

  • B.A. or B.S. degree, in Finance, Accounting, or related field
  • Minimum 1-3 years of experience in securities operations 
  • Knowledge of equity securities, fixed income securities, and various other investment vehicles
  • Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint 


COMPETENCIES

  • Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts
  • Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships
  • Excellent oral and written communication skills
  • Demonstrated problem solving and analytical abilities, with a focus on analyzing information and resolving complex problems
  • Organized, detail-oriented, able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet client and firm needs and support peak volumes
  • Ability to learn other MAI financial software tools and stays abreast of software updates 
  • Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices
  • Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity


FEATURED BENEFITS: 

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement

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