ZipRecruiter

Log In

1

Investment Operations Analyst Jobs (NOW HIRING)

QBE

Lead Investment Operations Analyst

New York, NY · Hybrid

$124K - $186K/yr

Employee The Opportunity Group Investments are currently seeking a Senior Investment Operations Analyst to be based in New York. The purpose of this role is to work closely with the team located in ...

next page

Showing results 1-20

All JobsInvestment Operations Analyst Jobs

Investment Operations Analyst information

See salary details

$35K

$85.8K

$133K

How much do investment operations analyst jobs pay per year?

As of Jun 16, 2026, the average yearly pay for investment operations analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 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 day-to-day operations of investment portfolios, including trade settlement, reconciliation, and reporting. They ensure the accuracy of transaction data, monitor compliance with regulatory requirements, and help resolve discrepancies between investment managers, custodians, and brokers. By maintaining efficient processes and accurate records, they help investment firms manage risk and deliver reliable results to clients.

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.
More about Investment Operations Analyst jobs
What cities are hiring for Investment Operations Analyst jobs? Cities with the most Investment Operations Analyst job openings:
Who are the top companies hiring for Investment Operations Analyst jobs? The top employers for Investment Operations Analyst jobs are:
What states have the most Investment Operations Analyst jobs? States with the most job openings for Investment Operations Analyst jobs include:
What job categories do people searching Investment Operations Analyst jobs look for? The top searched job categories for Investment Operations Analyst jobs are:
What are popular job titles related to Investment Operations Analyst jobs? For Investment Operations Analyst jobs, the most frequently searched job titles are:
Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in the United States as of June 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 $85,807 per year, or $41.3 per hour.
Investment Operations Analyst, Alternatives

Investment Operations Analyst, Alternatives

Massachusetts Mutual Life Insurance Company (MassMutual)

Boston, MA • On-site

$67K - $88K/yr

Full-time

Posted 14 days ago

MassMutual rating

8.1

Company rating: 8.1 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

133rd of 261 rated insurance

Job description

Investment Operations Analyst, Alternatives
Alternatives & Structured Investments Team
Full-time
Boston MA
The Opportunity
As an Investments Operations Analyst on the Alternative Investments Product team, you'll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies. You will support a dedicated alternatives-focused team at the home office.
The Team
The Alternative and Structured Investment team's mission is to empower advisor practices, agencies, and MassMutual to excel in the high-net-worth space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.
The Impact:
As an Investment Operations Analyst, you will work closely with a variety of internal and external stakeholders, including internal operations, legal, compliance, external venders, fintech platforms, and financial advisors on a comprehensive range of offerings.
Key responsibilities:
  • Gain proficiency in operational platforms and subscription processes across products.
  • Resolve account opening, maintenance, and client onboarding/service issues.
  • Assist with quarterly compliance reviews of marketing materials.
  • Support the annual RFI process.
  • Participate in ad hoc projects and business research.
  • Prepare monthly sales reports and invoices.
  • Update Intranet Site and educational materials.
  • Provide timely, accurate responses to Financial Advisors and their assistants.

The Minimum Qualifications
  • Bachelor's degree
  • 2+ years of experience in operations or project management in the financial services industry
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications
  • Demonstrated expertise in high-net-worth client management and familiarity with the Financial Advisor operating model.
  • Working knowledge of alternative investment funds and related operational terms is advantageous.
  • Superior interpersonal abilities with a strong commitment to problem-solving.
  • Proven ability to cultivate effective working relationships with colleagues, teams, and clients.
  • Capable of managing multiple projects concurrently.
  • Highly self-motivated and receptive to coaching.
  • Assumes full ownership and accountability for assigned responsibilities.
  • Possesses a strategic mindset and excels in cross-functional, collaborative environments.
  • Experience in Alternative Investments.
  • Thorough knowledge of FINRA/SEC rules and regulations.
  • Possession of Series 7 and 63 licenses at the time of application

What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset

#LI-JLH3
Salary Range:
$67,400-$88,400
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

What MassMutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply