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Investment Operations Assistant Jobs in Ohio (NOW HIRING)

This dual-facing role is instrumental in ensuring the seamless operation of both the executive and ... Maintain working relationships with key stakeholders, including board members, investors, community ...

Responsibilities: * Assist in implementing operational processes, tools, and workflows to improve ... MarshBerry is a global leader in investment banking and strategic consulting for the financial ...

Sr. Operations Analyst

Cleveland, OH · On-site

$70K - $95K/yr

... investment documents; maintain accurate and complete records. • Assist with daily production activities and execute ad hoc requests in support of the Operations team. • Process account closing ...

Showing results 41-60

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:

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.

Operations Analyst - Retail Bank Operations

PNC Bank

Cleveland, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago


PNC Bank rating

7.8

Company rating: 7.8 out of 10

Based on 347 frontline employees who took The Breakroom Quiz

88th of 174 rated banks


Job description

Position OverviewThe scope of Retail Bank Operations is impressively broad and encompasses a wide range of critical functions. These include managing the cash needs for our branch and ATM networks, printing and mailing important bank documents, and handling both inbound and outbound collections for home lending, automobile, and card services. Additionally, Retail Bank Operations focuses on loan mitigation and investor operations, developing process improvement and automation opportunities, overseeing the daily processing of cash and check deposits, bill payments, and executes strategic quality management functions.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As an Operations Analyst within PNC's Retail Bank Operations organization, you will be based in Cleveland, OH.
As a Machine Operator you will be responsible for running and maintaining mechanical equipment throughout the department where we process, print and mail notices and statements to PNC customers. This is an onsite position with no ability to work from home. Overtime may be required. Position will require you to stand for long periods of time and be able to lift to 50 pounds. Operators must run this equipment in an efficient manner while ensuring timely and accurate processing. In your role you will also perform support functions including preventive maintenance, cleaning, re-stocking supplies, bursting, trimming, folding, and other various jobs as you get familiar with the position. Operators must meet or exceed the department's productivity and quality metrics. Operators must demonstrate a willingness and ability to work constructively within a team-based environment and cross-train on other functions. Comply with Bank's Code of Ethics and all Federal, State and local laws. As a Machine Operator for the Print Center, you will be responsible for ensuring all departmental production SLAs are met.
Schedule: Monday - Friday 2:00pm - 10:00pm EST
Location: Cleveland Ops Ctr - South Annex
4100 W 150th St - South Annex
Cleveland, OH 44135-1304PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
  • Executes routine transactions/processes of varying risk and financial value utilizing standard policies and procedures. May have specific responsibility for a specialized product or functional area.
  • Identifies and escalates exceptions. Partners internally with service partners to route calls, documents or other action items to complete transactions. May interact with external customers to complete transactions.
  • Ensures the appropriate materials and documentation are available to complete transactions. Confirms equipment is operational, if applicable.
  • Provides responses and documentation to inquiries and ad hoc requests for a specialized product or function. Provides feedback on workflow and work received. May participate in process improvement projects. May assist in training and onboarding of new hires.
  • Reviews transactions, related documents and verifies work processes to ensure accuracy and conformance to established service levels and applicable policies and procedures. May participate in risk mitigation activities and view reports to identify exceptions, monitor quality and ensure compliance.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsAccountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP)CompetenciesAccuracy and Attention to Detail, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Management Process, Process Management, Products and Services, Standard Operating ProceduresWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $33,750.00 - $56,250.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 07/16/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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