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Investment Operations Assistant Jobs in Ohio (NOW HIRING)

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

Prepare and maintain investment committee materials for each IC meeting * Assist in capitalization ... operational initiatives Other Duties: * Demonstrate company core values consistently * Perform any ...

Stark Enterprises

Investment Analyst

Cleveland, OH · Hybrid

Prepare and maintain investment committee materials for each IC meeting * Assist in capitalization ... operational initiatives Other Duties: * Demonstrate company core values consistently * Perform any ...

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

$70 - $100/hr

... * Assist in capitalization and closing efforts * Work closely with investments, asset management, development, acquisitions, and external partners to support financial and operational initiatives ...

Johnson Investment Counsel

Trust Associate

Kenwood, OH · On-site

... operational excellence and exceptional client service. Essential functions of position: * Assist ... As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its ...

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Investment Operations Assistant information

See Ohio salary details

$10

$18

$29

How much do investment operations assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for investment operations assistant in Ohio is $18.84, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $21.25 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 are the most commonly searched types of Investment Operations jobs in Ohio?

The most popular types of Investment Operations jobs in Ohio are:

What cities in Ohio are hiring for Investment Operations Assistant jobs?

Cities in Ohio with the most Investment Operations Assistant job openings:

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Ohio as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $39,189 per year, or $18.8 per hour.

Investment Operations Specialist

African-American Credit Union Coalition

Columbus, OH • On-site

$72 - $78/hr

Other

Medical, Retirement, PTO

Posted 2 days ago

New

Job description

Compensation Range: $72,000 – 78,000, commensurate with experience and qualifications

Are you a detail‑oriented professional with a passion for financial markets and client service? Corporate One is seeking an Investment Operations Specialist to support our investment sales team by delivering primarily analytical and operational support, with occasional client service responsibilities as backup to the investment sales team. This role plays a key part in driving sales performance, ensuring accurate trade execution, and helping credit union clients achieve their investment goals.

What You’ll Do:
  • Update daily offering sheets for SimpliCD (Certificates of Deposit) and investment securities for internal and external distribution
  • Deliver tailored securities offerings using market research and analysis
  • Assist in executing securities transactions and ensure accurate settlement and documentation (with appropriate licensure)
  • Serve as backup for client support via phone or email when investment sales team members are unavailable
  • Maintain Salesforce records, investment databases, and documentation
  • Support Asset Liability Management operations, including rate administration and security safekeeping
  • Assist with proposal generation, performance modeling, and presentations
  • Collaborate with marketing and compliance teams on outreach and regulatory documentation
  • Perform other duties and projects as assigned
What a Typical Day Looks Like:

You’ll balance market research, trade support, and internal collaboration with the investment team, while providing behind‑the‑scenes support that helps drive client success. While this role is primarily focused on operational and analytical tasks, you may occasionally assist clients over the phone as backup to the investment sales team. It’s ideal for someone who enjoys variety, being analytical, solving problems, and contributing to outcomes both independently and as part of a team.

What We’re Looking For:
  • Strong understanding of fixed income markets and institutional investment strategies
  • Proficiency in Bloomberg and Salesforce
  • Experience analyzing market data and supporting investment sales
  • Excellent communication, organizational, and analytical skills
  • Ability to work independently and remotely with minimal supervision
  • Experience in B2B sales or client relationship management
  • Understanding of regulatory requirements related to securities transactions
Qualifications:
  • Bachelor’s degree in a business‑related field or equivalent experience
  • Minimum of 3 years in investments or financial services
  • Knowledge of fixed income instruments (CDs, bonds)
  • Series 7 and 63 preferred; support for licensure available
  • Strong Microsoft Office skills, especially Excel
About Corporate One:

Corporate One is a leading wholesale financial services provider to more than 700 credit unions nationwide. For over 70 years, we’ve delivered innovative investment, funding, and payment solutions to help credit unions and their communities thrive. Alongside our CUSOs—Lucro Commercial Solutions and Accolade Investment Advisory—we’re committed to empowering our members’ success.

Why Join Us?
  • Organizational Strengths: One of the nation’s largest and most progressive corporate credit unions with more than $5.9 billion in assets and an average staff tenure of 10+ years
  • Competitive Compensation & Benefits: Generous 401(k) matching, quality health and ancillary benefits
  • Work‑Life Balance: 4 weeks of PTO starting year one, 11 paid holidays, and paid parental leave
  • Learning and Development: Access to online training, mentoring, and business coaching
  • Fun Perks: Tuition reimbursement, gym membership reimbursement, pet insurance, and year‑round events
Ready to bring your investment expertise to a collaborative and mission‑driven team?

We’d love to hear from you!

Corporate One Federal Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

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