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Investment Operations Assistant Jobs in Oregon (NOW HIRING)

Biblioso

Logistics Assistant

Beaverton, OR · On-site

$37K/yr

A background or experience in logistics, warehouse operations, or hardware environments is ... Paid vacation, sick time, and holidays We believe that investing in our team's well-being is ...

New

CBRE

PM Operations Mgr

Portland, OR · On-site

As a CBRE PM Operations Manager, you will assist with the management of the team responsible ... Real Estate Investments (investment management, development). Please visit our website at www.cbre ...

Cordance

Marketing Operations Manager

OR · On-site +1

Analyze marketing budget performance and spend attainment to support planning and investment ... * Assist in the design and continuous improvement of automated reporting processes and AI ...

Panthalassa

Offshore Technician

Portland, OR

$100K - $140K/yr

... investment offices. We operate as an idea meritocracy in which the best ideas change the company ... Additionally, you will assist in the testing and development of new operations which facilitate ...

Panthalassa

Offshore Technician

Portland, OR · On-site

$100K - $140K/yr

... investment offices. We operate as an idea meritocracy in which the best ideas change the company ... Additionally, you will assist in the testing and development of new operations which facilitate ...

Panthalassa

Offshore Technician

Portland, OR

$100K - $140K/yr

... investment offices. We operate as an idea meritocracy in which the best ideas change the company ... Additionally, you will assist in the testing and development of new operations which facilitate ...

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Investment Operations Assistant information

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$11

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How much do investment operations assistant jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for investment operations assistant in Oregon is $20.95, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $23.65 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 Oregon?

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

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Oregon as of August 2026, with employment types broken down into 71% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $43,583 per year, or $21 per hour.

Client Service Assistant

Meketa Investment Group

Portland, OR • On-site

$22 - $25/hr

Full-time

Re-posted 4 days ago

Job description

Client Service Assistant
The Client Service Assistant is primarily responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Client Service Assistant is also responsible for maintenance of contacts and calendars within the company's contact databases. The Client Service Assistant reports to the Administrative Manager.
Required Skills:
  • Proven knowledge and facility with Microsoft Office software, especially Word and PowerPoint
  • Strong organizational skills
  • Professional telephone manner
  • Excellent attention to detail
  • Strong social skills
  • Ability to work accurately in a detailed and time-sensitive environment
  • Work well with employees from other company departments
  • Ability to learn and understand the different facets of our business
  • Minimum of two years of administrative experience in a corporate setting

Essential Responsibilities:
  • Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews
  • Provide administrative support to investment, operations, and systems staffs as needed
  • Facilitate team communications to ensure timely reporting for clients.
  • Ensure timely reporting for clients by managing reporting deadlines for the client team
  • Provide support for one or more assigned committees, which includes scheduling and attending meetings, formatting and distributing agendas and meeting materials, taking and distributing minutes, and recording votes.
  • Maximize company productivity through proficient use of appropriate software applications
  • Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices
  • Provide backup for the receptionist, including answering and screening in-coming calls, greeting visitors, mail and fax distribution, and the preparation of facilities for in-house meetings
  • Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements.
  • Fulfill any and all other duties deemed necessary by management

Measures of Success:
  • Accuracy and timeliness of client report production and correspondence
  • Degree of professionalism in telephone communications with clients and others
  • Responsiveness to requests for administrative support, including requests for word processing and report production assistance
  • Improvements in quality and efficiency of work product
  • Levels of satisfaction of company employees, clients, and guests as end-users of the Client Service Assistant's Service

About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
Pay Range: $22 - $25 per hour

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