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Investment Operations Analyst Jobs in Raleigh, NC

Archgroup

Operations Analyst, Investments

Raleigh, NC · On-site

The Investment Trade Operations Analyst will support the daily operational activities required to ensure accurate and timely processing of investment transactions across AIM portfolios. The Analyst ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC

$72K - $90K/yr

The Position Provides financial and analytical support across the investment lifecycle for DPM US ... Collaborate with project teams, Engineering, Finance, and Operations to ensure financial ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

The Position Provides financial and analytical support across the investment lifecycle for DPM US ... Collaborate with project teams, Engineering, Finance, and Operations to ensure financial ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

The Position Provides financial and analytical support across the investment lifecycle for DPM US ... Collaborate with project teams, Engineering, Finance, and Operations to ensure financial ...

Advyzon

Trading Analyst - North Hills, NC

Raleigh, NC · On-site

... operations, investment operations, financial technology, or a related role. * Exposure to portfolio management, trading, rebalancing, or wealth management platforms. * Strong analytical and ...

Fidelity Investments

Senior Data Engineer

Durham, NC · On-site

$102K - $139K/yr

A passionfor learning new technologies and analyzing data to identify gaps and build solutions ... Investment Operations departments at Fidelity. Our team develops top-tier data solutions for ...

Fidelity Investments

Senior Data Engineer

Durham, NC · On-site

$102K - $139K/yr

A passion for learning new technologies and analyzing data to identify gaps and build solutions ... Investment Operations departments at Fidelity. Our team develops top-tier data solutions for ...

MAXIMUS

Security Operations Shift Lead

Raleigh, NC · On-site

$60K - $100K/yr

We invest in our workforce through training, education, and career development, empowering ... and analysis of response activities. Job-Specific Minimum Requirements: * Ability to document ...

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All JobsInvestment Operations Analyst JobsInvestment Operations Analyst Jobs in Raleigh, NC

Investment Operations Analyst information

See Raleigh, NC salary details

$30.9K

$75.8K

$117.4K

How much do investment operations analyst jobs pay per year?

As of Jul 14, 2026, the average yearly pay for investment operations analyst in Raleigh, NC is $75,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $87,800.00 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, and why are they important?

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 and reconciliation of investment transactions, ensuring data accuracy, and maintaining compliance with regulations. They often work with portfolio management systems, perform risk assessments, and prepare reports for stakeholders. Strong analytical skills and proficiency with financial software are essential for this role.

What does an investment analyst do?

An investment analyst evaluates financial data, market trends, and economic conditions to provide investment recommendations. They analyze securities, prepare reports, and support portfolio management using tools like Excel and financial modeling, often requiring strong analytical skills and industry certifications such as the CFA. Their work helps inform investment decisions for clients or firms.

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 salary of operations analyst in JP Morgan?

The salary of an Investment Operations Analyst at JP Morgan typically ranges from $60,000 to $90,000 annually, depending on experience, location, and specific team. Entry-level analysts may start at lower salaries, while experienced professionals or those with specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

How much does an investment analyst get paid?

An investment analyst's salary typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts usually earn lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and incentives.
What are popular job titles related to Investment Operations Analyst jobs in Raleigh, NC? For Investment Operations Analyst jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Investment Operations Analyst jobs in Raleigh, NC look for? The top searched job categories for Investment Operations Analyst jobs in Raleigh, NC are:
Investment Operations Analyst jobs near you
Investment Operations Analyst

Investment Operations Analyst

Focus Financial Partners

Chapel Hill, NC

$65K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

Job description

Position Summary

Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve.  We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.

Eton Advisors is looking for an Investment Operations Analyst to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications. 

This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Primary Responsibilities

The Investment Analyst will be responsible for the following functions and processes:

  • Assist with various investment-related and client-related activities
    • Quarterly reporting processes
    • Portfolio trading activities
    • Researching client questions regarding specific existing or prospective investments
    • Client and prospective client meeting presentations
    • Monitor data reconciliation with outsourced back-office firm
    • Process investment-related bill pay transactions and ensure proper recording for performance purposes
  • Develop, maintain and distribute data, analyses, and reports on a regular and timely basis
  • Assist with the investment implementation for Eton's pooled funds
  • Assist with manager due diligence
  • Utilize available tools and data sets to regularly supply investment data and information to key internal constituencies
  • Provide assistance and support as needed periodically in various investment-related and client-related activities

Qualifications

  • Bachelor's Degree with financial experience required
  • 2+ years of industry experience
  • Ability to effectively handle multiple tasks in a fast-paced environment
  • Strong commitment to service excellence and the highest standards of integrity, professionalism, loyalty, honesty, and business ethics
  • Ability to work in a highly confidential, low-profile environment
  • Excellent organizational skills and attention to details
  • Excellent oral and written communication skills
  • Strong analytical skills
  • Understanding of accounting processes, procedure and internal controls
  • High proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Access)

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-JS1
Eton Advisors is part of the Focus Financial Partners' network firm community. As part of the partnership, Eton Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

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