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Investment Operations Analyst Jobs in Raleigh, NC

Relay

Senior Financial Analyst

Raleigh, NC · On-site

$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 ...

Advance Auto Parts

Senior Financial Analyst

Raleigh, NC

$83K - $103K/yr

... unit operations, REIT, real estate private equity, brokerage, transaction advisory, investment ... You can build the analysis, pressure-test the assumptions, explain the implications, and help ...

Fleet Feet

Senior Financial Analyst, FP&A

Carrboro, NC · Hybrid

$72K - $90K/yr

Conduct cost-benefit analyses, profitability assessments, and investment evaluations to support business strategies. * Work closely with accounting, operations, and other departments to ensure ...

Fleet Feet

Senior Financial Analyst, FP&A

Carrboro, NC · Hybrid

$72K - $90K/yr

Conduct cost-benefit analyses, profitability assessments, and investment evaluations to support business strategies. * Work closely with accounting, operations, and other departments to ensure ...

Fleet Feet

Senior Financial Analyst, FP&A

Carrboro, NC · On-site

$72K - $90K/yr

Conduct cost-benefit analyses, profitability assessments, and investment evaluations to support business strategies. * Work closely with accounting, operations, and other departments to ensure ...

Prophet Homes

Investment Real Estate Agent

Raleigh, NC · On-site

$175K/yr

... platform, and operations team Qualifications - Active North Carolina real estate license or ... analyzing resumes, or assessing responses. These tools assist our recruitment team but do not ...

Prophet Homes

Investment Real Estate Agent

Raleigh, NC · On-site

$175K/yr

... platform, and operations team Qualifications - Active North Carolina real estate license or ... analyzing resumes, or assessing responses. These tools assist our recruitment team but do not ...

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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 10, 2026, the average yearly pay for investment operations analyst in Raleigh, NC is $83,407.00, 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 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
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 60% In-person, and 40% Hybrid job distribution, with an average salary of $83,407 per year, or $40.1 per hour.

Senior Financial Analyst

Relay

Raleigh, NC • On-site

$83K - $103K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Relay is the Intelligent System of Action for the physical economy. While the digital revolution has often left the deskless workforce behind, we are closing that gap by transforming analog frontline operations into a data-rich, AI-powered ecosystem. We aren't just selling radios, we're building the digital foundation for the 80% of the global workforce that doesn't work at a desk.
Why Join Relay?
  • A Proven Winner: Join a hyper-growth company trusted by over 10% of the Fortune 500, continuing to move upmarket with massive impact.
  • High Value, High Impact: With 47% of our revenue from $100K+ ARR customers and 135% Net Revenue Retention (NRR), you'll be joining a company rooted in value creation.
  • Market-Leading Innovation: The Relay platform captures 1 billion new data points weekly and features award-winning AI tools like TeamTranslate™, with 500% YoY growth.
  • World-Class Leadership: Our stellar leadership team is built to help us scale toward our next major milestones.
  • The Relay Culture: We're dedicated to helping you do the best work of your life (BWIML), investing in your growth through L.I.T., living our CHASE values, and learning from incredibly talented, supportive teammates who make the work (and the wins) better every day.

Now, here's what we're building, and where you come in.
As a Senior Financial Analyst on the FP&A team, you'll play a hands-on role during a defining phase of Relay's growth as we scale towards a potential IPO. Reporting to the Manager, FP&A, you'll help build and run the planning, forecasting, and reporting engine that informs decisions across the company. This is a high-ownership role for an exceptional early-career professional - someone with a strong academic record and 2-3 years of experience in a rigorous analytical environment (e.g., management consulting, investment banking) who is fluent in modern AI tooling. You'll work shoulder-to-shoulder with senior business leaders on the real problems that come with scaling a company: thinking critically about how we measure success and the KPIs that matter, driving the annual operating plan for the entire business, and building deliverables for our most senior audiences: the board, investors, and lenders.
What you will do
You'll work across the full breadth of strategic finance, from partnering with business leaders to the model and reporting that make good decisions possible. As a hands-on member of a small and mighty team, you will:
  • Partner with business leaders on the decisions that matter. Work side by side with functional leaders to understand their priorities and the drivers they own, then help quantify, plan, and pressure-test the strategic shifts that move the business forward.
  • Drive the planning process. Help run the annual operating plan (AOP) and long-range plan end-to-end; gather inputs from functional owners, use numbers to inform company strategy, and keep the planning process organized and on schedule.
  • Build, transform, and automate with AI. Automate data ingestion, reporting, and reconciliation - then go further, finding new ways to bring AI across financial planning and analysis, from sales forecasting to scenario modeling, to transform how the team works and how much it can take on.
  • Build analyses and recommendations for senior leadership. Develop analyses, scorecards, and recommendations for the executive team, including the CEO and CFO, by translating the numbers into a clear story with a point of view.
  • Prepare board, investor, and lender materials. Help assemble board packages, business reviews, and diligence/data-room materials for investors and lenders.
  • Define and track the KPIs that matter. Shape how the business measures success - build and maintain dashboards, deliver clean, trustworthy business intelligence (BI), and keep metric definitions consistent across the team.
  • Own and extend the financial model. Help build and improve our driver-based model, refining assumptions, adding scenario layers, sharpening cohort and unit-economics logic, and keeping inputs clean and reconcilable.
  • Partner on operating expense planning. Be a key partner to cross-functional teams as they plan and spend for their investments while we scale rapidly, supporting operating expense (OpEx) planning and analysis.
  • Run recurring reporting and close support. Produce the monthly operating scorecard and variance packages within days of close and help reconcile actuals quickly and accurately.
What you will bring
  • Financial foundation: 2-3 years in a rigorous, analytically demanding environment (e.g., management consulting, investment banking, private equity, growth equity). You have experience working through ambiguous and challenging problems, you work at pace, and you hold a high bar for quality. Direct FP&A or strategic finance experience and exposure to a B2B SaaS, software, or hardware company are each a plus, but we place most weight on raw analytical horsepower, intrinsic drive to make an impact, and enthusiasm.
  • Modeling and analytical skills: Strong Excel/Google Sheets financial modeling skills and a genuine affinity for numbers. You can synthesize information quickly and simplify a complex set of variables into a clear answer.
  • AI-tooling fluency: You're comfortable with - and excited about - using modern AI tools to automate reporting, clean data, and accelerate analysis. You actively look for leverage rather than doing everything manually.
  • Range over lanes: You like variety and can flex to wherever the business needs you; OpEx partnering one week, BI/dashboard delivery the next. You're a versatile generalist.
  • High-velocity operator: You have a bias for action and thrive in a fast-paced, ambiguous, build-as-you-go environment. You bring a continuous-improvement mentality to the processes you touch.
  • Clear communication: Strong written and verbal skills, with the ability to present financial information clearly to a range of audiences. You're relationship-oriented and partner well across functions.
  • Owner mentality: You take accountability for your work, sweat the details, and follow through by building repeatable processes.
  • Integrity: You hold the highest standards of integrity and are trustworthy with sensitive financial information.
  • Education: Strong academic record and Bachelor's degree in Finance, Economics, Accounting, Engineering, Math, or another quantitatively rigorous field, with a track record of high achievement. Familiarity with US GAAP, or prior experience partnering closely with Accounting, is a plus but not a prerequisite.
Working at Relay
Our Finance team maintains a strong in-office presence to foster creativity and connection. Candidates for this role should expect to work in person 5 days a week at our Raleigh, NC office.
About Relay | Culture, Benefits & Perks
Our culture hinges on Relayers getting LIT up in an environment that fosters Learning, Impact, and Teamwork, where we CHASE the best work of our lives. We call this BWIML (Best Work In My Life).
At Relay, we offer:
  • 100% Paid Insurance: Health, Dental, Vision, Long/Short Term Disability, and Life Insurance for you and your dependents
  • Generous Paid Time Off
  • 401(k) Savings Plan + Company Match
  • Baby Cash Reward + Paid Parental Leave
  • Wellness Perks: If you're joining our Raleigh-based HQ, you'll have access to a world-class onsite fitness center with instructor-led classes, plus tennis, basketball, pickleball, and cycling
  • Team Events & Culture: From company celebrations to team outings, we work hard and have fun doing it.
  • Latest tech, standing desks, and all the tools and software you need to thrive

The future of frontline work is being built here. Come build it with us. We can't wait to hear from you.
We use AI tools to transcribe and summarize interviews for internal hiring purposes. Transcripts are accessible only to authorized hiring personnel and retained consistent with our data retention policies. Candidates who prefer not to have AI notetaking used may request to opt out without impact to your candidacy. For more information, please see our Candidate and Employee Privacy Notice linked here.

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