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Investment Operations Analyst Jobs (NOW HIRING)

MicroVentures

Investment Operations Analyst

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

MicroVentures

Investment Operations Analyst

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

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 ...

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Investment Operations Analyst information

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$133K

How much do investment operations analyst jobs pay per year?

As of Jul 14, 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 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.
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Investment Operations Analyst jobs near you
Infographic showing various Investment Operations Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.
Investment Operations Analyst

Investment Operations Analyst

Liberty Mutual

Boston, MA

$75K - $121K/yr

Full-time

Posted 20 days ago

Liberty Mutual rating

8.9

Company rating: 8.9 out of 10

Based on 144 frontline employees who took The Breakroom Quiz

33rd of 281 rated insurance

Job description


Description

Liberty Mutual Investments (LMI) is seeking an Analyst to join its Investment Operations Shared Services Team supporting the reconciliation function of invested assets. The Shared Services Reconciliation Team plays a critical role in ensuring the accuracy and integrity of investment data across multiple asset classes. Our team supports various investment types, including public equity, investment-grade and high-yield debt, structured credit (MBS/CMO), private credit, bank loans, and derivatives.

The Analyst will work closely with team members to fulfill reconciliation mandates, ensure operational efficiency, and enhance internal controls. The successful candidate will contribute to fostering an environment of continuous improvement and participate in initiatives aimed at increasing automation and process optimization.

Key Responsibilities:

  • Perform reconciliation of cash, custodians, positions, and transactions between the Accounting Book of Records (ABOR), Custodians, and the Investment Book of Record (IBOR).
  • Review outstanding cash and holding reconciliation items for potential material impact.
  • Investigate and escalate discrepancies to ensure timely resolution.
  • Maintain comprehensive backup documentation for reconciliation breaks and ensure completeness for monthly close processes.
  • Monitor and enforce Service Level Agreements (SLAs) with internal and external stakeholders to ensure efficiency and effectiveness.
  • Ensure compliance with internal controls, policies, and audit requirements.
  • Analyze trends in discrepancies and recommend process improvements to enhance accuracy and minimize recurrence.
  • Support the development and implementation of reconciliation automation initiatives to optimize operational workflows.
  • Participate in additional daily tasks as required by the Lead or Manager.

#LMI #LI-KR

Qualifications
  • Bachelor’s Degree in Finance, Accounting, Business, or a related field is required.
  • 3-5 years of relevant work experience in Investment Operations or related financial roles.
  • Strong understanding of various investment strategies and products, including private credit.
  • Excellent business acumen and time management skills.
  • Proficiency in Microsoft Office (especially Excel) and a demonstrated ability to learn new applications quickly.
  • Detail-oriented with strong analytical and problem-solving skills.
  • Self-motivated with the ability to work both independently and as part of a team.
  • Experience with SimCorp Dimension, BlackRock Aladdin, and S&P WSOWeb and is preferred but not required.
About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices

  • California
  • Los Angeles Incorporated
  • Los Angeles Unincorporated
  • Philadelphia
  • San Francisco

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About Liberty Mutual

Sourced by ZipRecruiter

Since 1912, we've grown into the fifth largest global property and casualty insurer based on 2022 gross written premium. We also rank 86 on the Fortune 100 list of largest corporations in the US based on 2022 revenue. ​At Liberty Mutual Insurance we work hard every day to support our customers and our people, so they can protect their families, build their businesses and invest in their futures. We are headquartered in Boston, but our people, our customers and our reach span the globe. So to better serve our global customers and employees, we are organized into three business units.

Industry

Insurance services

Company size

10,000+ Employees

Headquarters location

Boston, MA, US

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