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Investment Operations Assistant Jobs in Rhode Island

BankNewport

Assistant Branch Manager

Providence, RI · On-site

... and invest in you. OVERVIEW The Assistant Branch Manager supports the Branch Manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and ...

BankNewport

Assistant Branch Manager

Providence, RI · On-site

... and invest in you. OVERVIEW The Assistant Branch Manager supports the Branch Manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and ...

BankNewport

Assistant Branch Manager

Providence, RI · On-site

... and invest in you. OVERVIEW The Assistant Branch Manager supports the Branch Manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and ...

Citi Trends

Assistant Store Manager

Cranston, RI

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

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All JobsInvestment Operations JobsInvestment Operations Assistant JobsInvestment Operations Assistant Jobs in Rhode Island

Investment Operations Assistant information

See Rhode Island salary details

$10

$19

$30

How much do investment operations assistant jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for investment operations assistant in Rhode Island is $19.41, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $21.88 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 Rhode Island? The most popular types of Investment Operations jobs in Rhode Island are:
What cities in Rhode Island are hiring for Investment Operations Assistant jobs? Cities in Rhode Island with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you

Operations Support Assistant

Embrace Home Loans

Middletown, RI • On-site

Other

Posted 8 days ago

Job description

Operations Support Assistant
Location: Middletown, RI or Hybrid (Hybrid = at least 3 days in the office)
Department: Operations Support
Reports To: VP Operation Support
FLSA Status: Non-Exempt
Business Unit: Credit Operations
POSITION SUMMARY
Since 1983 our passion has been simple. We want to help you grow both personally and professionally. Embrace is a positive, exciting environment. It's a place where new ideas and opportunities are encouraged. A place where life-changing experiences are created. When you join our team, you'll receive the support you need to grow inside the office and out because we believe that business success and personal fulfillment go hand in hand. Maybe that's why we're such a great place to work. We realize that being successful at work is only the tip of your iceberg.
Operations Support is responsible for providing oversight and communication around certain specialized state and county housing finance programs, besides special investor programs. These HFA agencies, like the GSE's and government loan programs, change guidelines and introduce new programs or documents that require constant updating, often needing to be acted upon immediately. These changes need to be communicated in a timely manner and our internal support resources updated accordingly.
KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED
Technical Knowledge, Years of Related Experience, Skills, Licenses, and Systems Experience
  1. Education: College degree or equivalent experience.
  2. Experience: Prior mortgage industry experience is highly preferred, specifically, Underwriting or Loan Processing experience.
  3. Skills: Strong time management and organizational skills, computer skills, ability and willingness to accept agency and investor guidelines. Detail oriented, independent thinker, strong interpersonal, problem solving and analytical skills.
  4. License: N/A.
  5. Systems: Proficiency withMicrosoft Office Suite. Empower LOS experience is a plus.

RESPONSIBILITIES
  • To update/maintain and help create job aids/checklists for the educating and training of LO's, Processor's, UW's and CO's/PCA's on loan program eligibility, document updates and process changes (with the HFA or internally). This includes validating links to particular websites or items on the posted support materials are still functional.
  • Communicate with Processors, Underwriters, Loan Officers, Closers/PCA's and certain Operations Teammates while assisting with the various program eligibility maintenance activities.
  • To provide training information for staff that need it, plus maintain tracking annual retraining completions.
  • To assist with annual renewal activities when necessary and tracking of maintaining HFA approval.
  • To assist EHL management in any other projects or information gathering to further corporate goals.

TRAINING REQUIRED
Participate in additional training on sales, technology, products, procedures and pricing on an ongoing basis. Complete annual training as required by company policy and law on an annual basis in a timely manner.
SPECIFIC ACTIVITIES
Attend and participate in all Monthly Awards Ceremonies, Corporate Gatherings & Training Events. Read all newsletters and bulletins to remain current on corporate policies, procedures, and developments.
COMPETENCIES
Empowered: Operate effectively, even when things are not certain or the way forward is not clear.
Accountable: Take personal responsibility for decisions, actions, and failures and keep open to coaching, feedback and self-development.
Customer Focused: Build strong customer relationships and delivers customer-centric solutions
Collaborative: Work cooperatively with others across the organization to achieve shared objectives.
Communicative: Provide timely and helpful information to customers and teammates across the organization, verbally or in writing.
Tech Savvy: Adopt new technologies with a sense of vigor and excitement.
MEASUREMENTS OF SUCCESS
Effective communication with all departments
Ability to easily adapt to situations to assess the needs of each department
Customer Satisfaction
WORK ENVIRONMENT AND DEMANDS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment: Office
Possible Work Hazards: Minimal
Physical Demands: Light
This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks as assigned by supervisory personnel, regardless of job title or routine job duties.
Embrace Home Loans is an Equal Opportunity and ADA compliant Employer, committed to diversity in the workplace.

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