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Investment Operations Analyst Sr.

Dallas, TX · On-site

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details: Monday - Friday 8:00am - 5:00pm Posting Summary: This position is responsible for daily investment ...

Scottish Rite for Children

WI · On-site

$90 - $120/hr

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details: Monday - Friday 8:00am - 5:00pm Posting Summary: This position is responsible for daily investment ...

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Investment Operations Analyst information

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$35K

$85.8K

$133K

How much do investment operations analyst jobs pay per year?

As of Aug 23, 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 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.
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Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Investment Operations Analyst

Brown Advisory Incorporated

Washington, DC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 11 days ago

Job description

Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Brown Advisory is currently seeking a proactive and professional individual to fill our Investment Operations Analyst position. The primary responsibility of this position will be to provide operational support to the Investment team through client transactions, technology expertise and data administration. A successful candidate will be a proven self-starter who brings strong accountability, knowledge and detail-orientation to the organization.
The primary duties and responsibilities include but are not limited to:
  • Work closely with the Investment team and internal teams to provide superior service and support to our clients
  • Daily review of completed transactions report and cross reference of all expected transactions (capital activity, client cash requests, etc.) to verify completion and detect anomalies
  • Daily triage of the "statement inboxes" to identify actionable communications from fund managers and task appropriate team members
  • Daily review of cash availability for upcoming money movement transactions
  • Maintain portal access for investments, facilitate delivery of related documents to interested parties as needed, and support the team's workflows maintaining capital activity and valuations across required platforms
  • Provide coverage for other team members as needed
  • Contribute to ad hoc client-related and team projects as needed

Desired Qualifications
  • 1-2 years of relevant experience preferred
  • A bachelor's degree with a record of academic achievement
  • Mastery of the Microsoft Office Suite, especially Excel
  • Computer savvy and the ability to easily embrace and master new technology solutions
  • Intellectual curiosity, critical thinking skills, and an analytical approach to solving problems
  • Extraordinary attention to detail
  • Ability to take direction and work independently to complete tasks
  • Flexibility to take on new responsibilities in a rapidly growing business
  • Keen judgement and the ability to handle confidential information with discretion
  • Ability to work in Washington office location
  • Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions

DC Salary: $66-80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.

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