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Investment Operations Assistant Jobs (NOW HIRING)

Advisor Group

Investment Operations Analyst

Boston, MA

$65K - $85K/yr

Investment Operations & Analytics Position Summary The Investment Operations Analyst plays a ... * Assist with portfolio implementation workflows, including rebalancing support, and account-level ...

New

InforCapital

Investment Operations Associate

Austin, TX · On-site

$70 - $90/hr

# Investment Operations AssociateMicroVenturesAssociateVenture Capitalfull-timeLocationAustin, United ... Key Responsibilities**- Assist in the establishment and maintenance of 800+ Venture Funds- Assist ...

New

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

Nichols College

Investment Operations Analyst

Dudley, MA · On-site

$90 - $150/hr

Regulatory Reporting: Assist in the preparation and validation of data feeding into regulatory ... Investment Operations & Fund Structuring * Fund Financing Analytics: Create models to track and ...

New

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for investment operations assistant in the United States is $19.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $22.36 per hour, depending on experience, location, and employer.

What does an investment operations assistant do?

An Investment Operations Assistant supports the day-to-day administrative and operational functions within an investment firm or financial institution. Their responsibilities typically include processing transactions, maintaining accurate records, reconciling accounts, and assisting with trade settlements. They act as a bridge between portfolio managers, traders, and back-office teams to ensure smooth and efficient investment operations. Attention to detail and strong organizational skills are essential for this role.

What are some common challenges faced by investment operations assistants, and how can they be addressed?

Investment Operations Assistants often encounter challenges such as managing high volumes of transactions, ensuring data accuracy, and meeting tight deadlines. These tasks require strong attention to detail and the ability to multitask effectively in a fast-paced environment. Building proficiency with financial software and developing clear communication with portfolio managers and custodians can help address these challenges. Additionally, staying organized and proactively seeking clarification on complex processes can greatly enhance performance and reduce errors.

What are the key skills and qualifications needed to thrive as an investment operations assistant, and why are they important?

To thrive as an Investment Operations Assistant, you need a solid grasp of financial principles, attention to detail, and a relevant degree such as finance, accounting, or business administration. Familiarity with investment management systems, trade settlement platforms, and proficiency in Excel or similar data tools is typically required. Strong organizational skills, effective communication, and the ability to work under pressure help you manage multiple tasks and collaborate with internal teams. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and smooth investment operations.

What is the difference between Investment Operations Assistant vs Investment Analyst?

AspectInvestment Operations AssistantInvestment Analyst
Primary FocusSupporting operational tasks, trade processing, and data managementAnalyzing investment opportunities, market research, and portfolio performance
Required SkillsAttention to detail, knowledge of trading systems, data entryFinancial analysis, valuation, market research
CertificationsTypically none required, but CFA Level I may be beneficialOften CFA Level I or II, financial modeling skills
Work EnvironmentBack-office, support teams within asset management firmsResearch departments, investment teams

While both roles support investment firms, the Investment Operations Assistant primarily handles operational and administrative tasks, whereas the Investment Analyst focuses on analyzing investments and market data. Understanding these differences helps candidates target their skills and career goals effectively.

What cities are hiring for Investment Operations Assistant jobs?

Cities with the most Investment Operations Assistant job openings:

What are the most commonly searched types of Investment Operations jobs?

The most popular types of Investment Operations jobs are:

What states have the most Investment Operations Assistant jobs?

States with the most job openings for Investment Operations Assistant jobs include:

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $41,222 per year, or $19.8 per hour.

Investment Operations Assistant

Financial Designs Ltd.

Denver, CO • On-site

$32 - $37/hr

Other

Posted 3 days ago

New

Job description

Do you want to be part of a small company that appreciates you and where you feel a sense of belonging and valued for your contributions? Do you have experience in delivering a high-quality client experience in the investment industry?


This is an exciting part-time role (30 hours a week) for someone who is passionate about providing high-touch service and administrative support for the investment advisory business. If you are intellectually curious, organized, detail oriented, tech savvy and enjoy working in a fast-paced entrepreneurial company, you may be a good fit for the Financial Designs team.


Celebrating our 56th year in business, Financial Designs helps individuals, families and businesses achieve their financial goals through sophisticated wealth transfer, insurance advisory and executive benefit solutions. We have a team of talented professionals with a culture of excellence and an appreciation and respect for each other and the clients we serve. Our offices are located in the Denver Tech Center.


Position Summary

The Investment Operations Assistant provides administrative and client service support to the FDL Advisor and clients. Responsible for investment related account requests, including account set up and maintenance and support for all accounts managed by the FDL Advisor.


Key Responsibilities

  • Serve as a primary point of contact for routine client service requests and inquiries.
  • Assist with opening, maintaining, and servicing investment accounts.
  • Prepare client correspondence, reports, presentations, and account documentation.
  • Coordinate account transfers, deposits, withdrawals, distributions, and other client transactions.
  • Maintain accurate and up-to-date client records in CRM and portfolio management systems.
  • Schedule client meetings and assist investment professionals with meeting preparation and follow-up.
  • Monitor outstanding client requests and ensure timely resolution.
  • Assist with account paperwork, compliance documentation, and required client forms.
  • Work closely with custodians, investment managers, financial advisors, and other service providers.
  • Handle sensitive client information with a high degree of confidentiality and professionalism.
  • Support portfolio reporting and other administrative processes as needed.


Qualifications

  • Bachelor's degree in Finance, Business, Marketing or equivalent experience
  • Series 6 registration and Insurance Life and Health license preferred
  • 3-5 years of experience in the investment industry
  • Advanced computer skills including a strong proficiency in Microsoft Office, Excel, Adobe and Microsoft Teams
  • Excellent verbal and written communication
  • High attention to detail, accuracy and critical thinking skills
  • Experience with CRM systems or Data Base software
  • Excellent interpersonal and business etiquette skills
  • Strong organizational skills and follow through on projects and activities.
  • Ability to work autonomously, while meeting deadlines


Compensation Benefits:

Competitive hourly pay: $32.00 to $37.00 depending on experience. Opportunity for bonus


Work/Life Balance Benefits:

Hybrid Work Schedule, Free Indoor Parking, Free Fitness Center in the building, Team Connect Social Events, Community Giving Events

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