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Investment Operations Analyst Jobs in Ohio (NOW HIRING)

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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.

Operational Excellence Analyst

Northeast Ohio Medical University

OH • On-site

$62K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Key responsibilities

  • Provide instruction and mentorship to learners in Lean Six Sigma (LSS) program and contribute to curriculum content development.

  • Lead and support internal process improvement projects using operational excellence and CQI principles.

  • Act as a liaison and consultant to university departments for operational excellence and process improvement initiatives.

Job description

Posting Details
Position Information
Position Title
Operational Excellence Analyst
Position Type
Admin/Professional
Department
Strategy and Transformation
Full or Part Time
Full Time
Pay Grade
MN10
Position Summary Information
Department Specific Information
Join Northeast Ohio Medical University's (NEOMED) Office of Strategy and TransformationNEOMED is a mission-driven, community-based medical university committed to educating health professionals, advancing discovery, and improving the health of our region. We are seeking a Operational Excellence Analyst who wants to contribute to meaningful work in a collaborative academic environment.At our organization, we are committed to fostering a collaborative and team-oriented environment that is essential to fulfilling our mission. We believe every employee should feel appreciated, valued, and empowered. To maintain a supportive organizational culture, we seek individuals whose values align with our mission and who thrive in a team-based approach. We encourage individuals whose values align with this collaborative approach to apply.
Starting Salary: $62,167
Benefits & PerksNEOMED is committed to supporting your health, well-being, and long-term success-both at work and beyond. Our comprehensive benefits package is designed to help you thrive.
Healthcare CoverageCompetitive medical, dental, and vision insurance through Medical Mutual
Flexible Spending Account (FSA) or Health Savings Account (HSA)
Short-and long-term disability coverage, Long-term care coverage options, and Life insurance
Retirement
State retirement plan with 14% employer matching to help you plan for the future
Paid Time Off
Generous vacation and sick leave, in addition to 11 paid holidays each year
Additional Benefits
Hybrid work environment (up to two remote days per week after six months) (Policy#3349-7-151)
Educational benefits with our partner universities (Policy#3349-07-45)
Ongoing investment in your professional growth through on-site training and Lean Six Sigma certification
Employee wellness activities and initiatives that support a healthy work-life balance
Summary
Serves as a University expert in the application of the Lean Six Sigma (LSS) process improvement methodology and promoting operational excellence. In support of the Lean Six Sigma certification program curricula, serves as an instructor, mentor, trainer, consultant and curriculum content developer at a level commensurate with LSS certification level. Collaborates with colleagues in Strategic Planning, Executive Education, Office of the President, University at large, and affiliated professional learners/colleagues.
Principal Functional Responsibilities
Curriculum, Instruction, and Mentoring: Provide instruction and project mentorship to University workforce learners in LSS program. Provide instruction and project mentorship to external health care professional learners in the Executive Education Lean Six Sigma (LSS) curricula for health care and/or higher education operations. Contribute to LSS curricula content development and design for both asynchronous and synchronous learning environments. Contribute to the content development and delivery of the Employee Empowered Excellence program. Includes professional development training in topics such as Microsoft Office Suite, project management, and other areas of workforce development need.
Operational Excellence and Continuous Quality Improvement (CQI): Provide consultation for University projects by implementing operational excellence, strategic planning, CQI principles and practices. Lead and/or mentor internal University LSS process improvement projects.
Communication and Administration: Act as a department liaison and consultant to university services/departments.
Other Duties: Perform other duties as assigned.
Qualifications
  • Bachelor's degree
  • Lean Six Sigma Yellow Belt or commensurate project management experience
  • Experience in operational excellence or quality improvement in healthcare or educational setting, or commensurate experience

Preferred Qualifications
  • Master's degree
  • Lean Six Sigma Green Belt
  • Teaching experience with adult professional learners

Physical Requirements
Must be able to utilize a phone, computer and other office equipment.
Posting Detail Information
NEOMED Campus Safety Guidelines
In an effort to keep our campus community as healthy and safe as possible, NEOMED may require vaccinations as a condition of attendance and employment. This policy will allow for exemption of the vaccination requirement for those individuals with valid medical reasons, sincerely held religious beliefs and matters of conscience.
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