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Investment Operations Assistant Jobs in Oregon (NOW HIRING)

Belltower Fund Group

Tax Operations Senior Associate

OR · On-site +1

$81K - $100K/yr

... funds and investors on the Belltower platform. Working closely with tax, operations, and ... Document procedures, assist with testing system enhancements, and identify opportunities to ...

Empire Today LLC

Assistant General Manager

Wilsonville, OR · On-site

$90K - $100K/yr

Empire Today is looking for an Assistant General Manager to oversee all aspects of daily operations ... We start investing in you from day one. The perks and benefits we offer help you live well, both at ...

Option Care

Warehouse Pharmacy Technician II

Portland, OR

$18.50 - $22.50/hr

Our organization requires extraordinary people to provide extraordinary care, so we are investing ... warehouse operations. Assist in the cleanroom with cleaning and compounding activities. Job ...

Empire Today

Assistant General Manager

Wilsonville, OR · On-site

$90K - $100K/yr

Empire Today is looking for an Assistant General Manager to oversee all aspects of daily operations ... We start investing in you from day one. The perks and benefits we offer help you live well, both at ...

Firstup

OR · On-site

$140K - $155K/yr

... data-driven investment decisions * Oversee and optimize the entire marketing technology ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Five9

Director, Solution Consulting Operations

OR · On-site +1

Partner with Product and Engineering to prioritize demo investments that reflect the current and ... Practical knowledge of AI and automation - you've applied LLMs, AI assistants, or workflow ...

Pelago

Medical Assistant

OR · On-site +1

$17.75 - $22.75/hr

Medical Assistant - Clinical Operations Remote | Full-Time About Pelago Pelago is the world ... We have recently closed our Series C and raised over $151m from leading global investors. If you ...

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Investment Operations Assistant information

See Oregon salary details

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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.

Tax Operations Senior Associate

Belltower Fund Group

OR • On-site, Remote

$81K - $100K/yr

Full-time

Re-posted 8 days ago

Job description

About the Role

We are seeking a Tax Operations Senior Associate to join our growing tax team. This role is ideal for someone with experience in tax documentation, withholding, and information reporting who enjoys solving complex operational problems in a fast-paced environment.

The Tax Operations Senior Associate will play a key role in executing and improving core tax operations processes across thousands of funds and investors on the Belltower platform. Working closely with tax, operations, and engineering teams, you'll help ensure that tax documentation, withholding, reporting, and compliance workflows are executed accurately and efficiently.

This is not a traditional tax role-you'll combine technical tax knowledge with operational execution while helping improve scalable tax processes that support a modern investment platform. Success in this role comes from being curious, embracing continuous improvement, and using technology to build more scalable and efficient tax operations. 

You will:
  • Execute core tax operations workflows, including tax documentation (Forms W-8, W-9, and W-8IMY), intermediary allocations, withholding, and year-end information reporting (Forms 1099, 1042-S, and 8805)
  • Prepare, review, and reconcile tax withholding calculations and reporting to ensure accuracy and compliance
  • Investigate and resolve tax notices by gathering supporting documentation, researching issues, and coordinating with internal teams
  • Monitor reporting deadlines, identify exceptions, and escalate issues that may impact tax compliance or delivery timelines
  • Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support day-to-day execution and continuously improve tax processes
  • Document procedures, assist with testing system enhancements, and identify opportunities to simplify, automate, and improve tax workflows
You have:
  • 2-5 years of experience in tax operations, information reporting, public accounting, fund administration, financial services, or a related tax role
  • Experience with U.S. tax documentation, withholding, and information reporting, including familiarity with Forms W-8, W-9, W-8IMY, 1099, 1042-S, or 8805   
  • Experience executing detailed, process-driven work with a high degree of accuracy
  • Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment
  • Strong written and verbal communication skills and the ability to collaborate across teams
  • An instinct to question existing processes and use AI and automation to build better ones
  • CPA, EA, or progress toward obtaining one is preferred

If you don't tick every box above, we'd still encourage you to apply. We're building a diverse team whose skills balance and complement one another.

Belltower Funds is a remote-first company. This position is fully remote for anyone in the United States or Canada. 

Benefits: We support our employees in their lives both inside and outside of work.

  • See additional details on our benefits here

Belltower Funds is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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