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Investment Operations Assistant Jobs in Utah (NOW HIRING)

SoFi

Investment Specialist II

Cottonwood Heights, UT · On-site

Educate and assist members on margin, options and equities. * Problem solve any operational or technical issues pertaining to SoFi Invest products * Perform ongoing monitoring of member accounts with ...

Addepar

Implementation Project Manager

Salt Lake City, UT · On-site

$11K - $14K/mo

... end investment operations across firms of all sizes and complexity. Addepar supports clients ... Maintain project plan and other project documents * Assist with Implementation Process Definition ...

Sundance Mountain Resort

Executive Assistant

UT · On-site

The Executive Assistant serves as the primary administrative and operational partner to the ... Ownership, Investor & VIP Relations: * Coordinate all aspects of visits for ownership, investor ...

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Investment Operations Assistant information

See Utah salary details

$10

$18

$28

How much do investment operations assistant jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for investment operations assistant in Utah is $18.04, according to ZipRecruiter salary data. Most workers in this role earn between $13.99 and $20.34 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 Utah?

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

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

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

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Utah as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $37,527 per year, or $18 per hour.

Investment Oversight Analyst

Strategic Staffing Solutions

Salt Lake City, UT • On-site

$23/hr

Full-time

Posted 12 days ago

Job description

Job Description Investment Oversight Operations Analyst Location: Salt Lake City, UT Pay Rate: $23/hour Position Overview Seeking a detail-oriented Investment Oversight Operations Analyst to support investment operations, risk monitoring, reporting, and client-related activities within Asset & Wealth Management. The ideal candidate will have strong Excel and analytical skills, excellent attention to detail, and the ability to collaborate across Operations, Trading, Risk, and other investment teams. Key Responsibilities Support day-to-day investment oversight and operational activities, including account and transaction monitoring.

Prepare accurate client, portfolio, and operational reports and customized materials. Analyze data and maintain risk, exposure, limit, and control reporting. Build and maintain Excel-based reports, dashboards, and analytical tools.

Partner with Trading, Risk, Operations, and Product teams to resolve issues and improve workflows. Assist with risk management and control processes to ensure compliance with established guidelines. Identify operational issues and provide practical, data-driven solutions.

Manage multiple priorities and meet tight deadlines while maintaining a high degree of accuracy. Qualifications 1-5 years of professional experience preferred. Advanced or highly proficient Excel skills.

Strong analytical, quantitative, communication, and interpersonal skills. Exceptional attention to detail and ability to produce accurate reporting. Collaborative, self-motivated, and comfortable working across multiple teams.

Previous Operations, Investment Management, or Financial Services experience preferred. Exposure to risk management, controls, portfolio monitoring, or investment operations is highly desirable. Experience with Bloomberg, Python, and/or Tableau is a plus.

CFA designation or progress toward the CFA is a plus. Key Skills: Investment Operations | Advanced Excel | Risk & Controls | Portfolio Monitoring | Financial Services | Reporting & Analytics | Bloomberg | Tableau | Python

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