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Investment Operations Analyst Jobs in Raleigh, NC

Initio Capital

Search Fund Sourcing Analyst

Raleigh, NC · Remote

... operations, market research, and growth-focused workstreams. THE ROLE As a Search Fund Sourcing Analyst, you will help identify promising markets, companies, products, operators, and investment or ...

New

Relay

Senior Financial Analyst

Raleigh, NC

$83K - $103K/yr

... operations into a data-rich, AI-powered ecosystem. We aren't just selling radios, we're building ... The Relay Culture: We're dedicated to helping you do the best work of your life (BWIML), investing ...

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

Investment Operations Analyst information

See Raleigh, NC salary details

$34K

$83.4K

$129.3K

How much do investment operations analyst jobs pay per year?

As of Aug 9, 2026, the average yearly pay for investment operations analyst in Raleigh, NC is $83,412.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $96,700.00 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 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
Infographic showing various Investment Operations Analyst job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution, with an average salary of $83,412 per year, or $40.1 per hour.

Rebalancing Services Specialist - North Hills, NC

Advyzon

Raleigh, NC • On-site

Full-time

Re-posted 8 days ago

Job description

About the RoleAdvyzon is looking for a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This is a client-facing role for someone who enjoys solving problems, learning financial technology, and helping advisors operate with confidence during time-sensitive trading workflows.
You will work directly with Registered Investment Advisors (RIAs) and internal partners to troubleshoot platform questions, explain trading and rebalancing functionality, and contribute to a high-quality client experience. The ideal candidate is analytical, detail-oriented, service-minded, and comfortable translating technical concepts into clear guidance for financial professionals.What You'll Do
  • Serve as a trusted point of contact for clients using Quantum for trading, rebalancing, model management, and related workflows.
  • Provide responsive phone and ticket-based support, helping clients understand issues and move toward resolution quickly.
  • Troubleshoot questions related to portfolio setup, rebalancing logic, trade generation, drift monitoring, cash management, custodial integrations, and trade status.
  • Document client questions, troubleshooting steps, and resolutions clearly in CRM and ticketing systems.
  • Escalate complex or high-impact issues thoughtfully to senior specialists, Product, or Engineering while keeping clients informed.
  • Partner with Relationship Management, Consulting, Onboarding, Product, and Engineering teams to support smooth client outcomes.
  • Contribute to internal knowledge articles, support documentation, and process improvements that make the team more effective.
What You'll Bring
  • Bachelor's degree in Communications, Finance, Business, Information Systems, or a related field, or equivalent professional experience.
  • 1-3 years of experience in client support, trading operations, investment operations, financial technology, or a related role.
  • Exposure to portfolio management, trading, rebalancing, or wealth management platforms.
  • Strong analytical and troubleshooting skills, with the judgment to prioritize time-sensitive issues accurately.
  • Clear verbal and written communication skills and the ability to explain technical topics to professional clients.
  • Strong organization, follow-through, and attention to detail in a fast-paced environment.
  • Comfort using CRM or ticketing systems, Microsoft Excel, and standard business applications.
 Nice to Have
  • Experience supporting RIAs, wealth management firms, broker-dealers, or SaaS-based financial technology clients.
  • Familiarity with model management, drift monitoring, tax-aware trading, block trading, sleeves, or cash management workflows.
  • Experience with custodial platforms or integrations such as Schwab, Fidelity, Pershing, or similar firms.
  • Knowledge of portfolio accounting or wealth management software.
  • FINRA Series 7 and/or Series 66 licenses are a plus but not required.
What Success Looks LikeYou are successful in this role when clients feel supported, issues are handled accurately and efficiently, and recurring questions become opportunities to improve documentation, workflows, and the product experience. You will be measured on responsiveness, quality of resolution, client satisfaction, and your ability to collaborate across teams.Why Join Advyzon
  • Build deep expertise in trading technology and wealth management operations.
  • Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and Relationship Management.
  • Have direct impact on client outcomes, product feedback, and the advisor experience.
  • Grow in a role that blends client service, technical troubleshooting, and financial technology.
Equal OpportunityAdvyzon is an equal opportunity employer. We value diverse backgrounds, perspectives, and experiences, and encourage qualified candidates to apply.
Compensation:
$65,000-$75,000 base + $10,000 target bonus
This is a hybrid position at our North Hills/Raleigh location.

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