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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for investment operations assistant in Florida is $14.81, according to ZipRecruiter salary data. Most workers in this role earn between $11.49 and $16.68 per hour, depending on experience, location, and employer.

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 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 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 is the salary of an investment operations assistant?

The salary of an investment operations assistant typically ranges from $50,000 to $70,000 annually, depending on experience, location, and the size of the firm. Entry-level positions may start lower, while experienced assistants or those in major financial hubs can earn higher salaries. Benefits often include health insurance, retirement plans, and opportunities for professional development.

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 are the most commonly searched types of Investment Operations jobs in Florida? The most popular types of Investment Operations jobs in Florida are:
What cities in Florida are hiring for Investment Operations Assistant jobs? Cities in Florida with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you

Director of Investment Operations

GG Group Ventures LLC

Orlando, FL • On-site

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Director OF INVESTMENT OPERATIONS ROLE

 

General Responsibilities

The responsibilities of the Director of Investment Operations are to build out and be an advocate for efficient investment operations and wealth management at GFG Solutions. This position trains and oversees the investment operational activities, including work performed by representatives, their staff and office related to order processing, account set up and maintenance, check deposits, funds disbursements and service requests. This position plays a crucial role in designing portfolios and managing assets in a manner that meets clients’ unique needs. This requires daily monitoring and research on economic and investment trends.

Department management

·      This role reports to the COO

·      Report weekly to COO to provide status report on Investment Department

·      Manage Investment Department team members, including initial and ongoing training, performance evaluations, quality assurance product accuracy, timely execution, and proper delegation of duties and responsibilities

·      Engage with clients on investments strategies, products and recommendations

·      Represent GFG in community and build effective relationships and networks

·      Ensure client case tracking is maintained daily, oversee implementation of account set up, asset transfers, service requests, and ensure reporting to advisors is completed in timely fashion

·      Participate in training advisors regarding investment related services

·      Ensure implementation of firm compliance policies, including maintenance of client case files and performance and regulatory reporting

·      Tracking Investment Department revenue goals and actuals

·      Assist with Investments related commission payments to advisors as part of firm payroll process

·      Create internal and client-facing market commentary

PORTFOLIO MANAGEMENT OVERSIGHT

·      Oversight of the following:

o   Monitor market performance daily and regularly report on market conditions and industry trends

o   Prepare and modify investment/advisory proposals for clients, providing recommendations on individual securities, investment products, and overall strategies

o   Develop and oversee client investment strategy, including asset allocation, portfolio construction, and risk management

o   Complete all trade requests inside of client accounts, including reallocations and rebalancing, cash raises, and allocation changes

o   Correspond and meet with clients regarding portfolio management, explaining advisory products and performance, discussing tax consequences and advisory fees, and answering client inquiries regarding their assets and any services issues

o   Generate and submit monthly management fees and corresponding fee file to custodian of record

o   Create internal and client-facing market commentary

Qualifications

·      Required: Series 65 or Series 66

·      Three to five years of securities industry and portfolio management experience required

·      Familiarity with operations and supervisory requirements associated with general securities

·      Leadership skills

·      Experience communicating investment advice to clients

·      Degree in Finance preferred

·      Strong organizational and time management skills with ability to set priorities and meet deadlines

·      Ability to build rapport and exercise resourcefulness and understanding

·      Excellent oral and written communication skills with the ability to collaborate effectively with others

·      Proficient computer skills

·      Detail oriented and accurate

·      Excellent analytical and problem-solving skills

·      Experience using Y-CHARTS and Orion preferred

Company Description

We help business owners align their business decisions with their financial goals.