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Investment Operations Assistant Jobs in Virginia

Range

Investment Specialist

Mclean, VA · On-site

Investments, taxes, retirement, estate planning, all in one platform instead of scattered across ... market news and assist with market-content generation * Lead and develop a team of operations ...

Range

People Operations

Mclean, VA · On-site

We've raised over $100 million from leading investors and help thousands of high-net-worth ... Assistant, Administrative Business Partner, or Operations roles * Experience working at a high ...

Creative Home Solutions

Operation Assistant

Hampton, VA · On-site

$13/hr

Creative Home Solutions is a boutique real estate investment firm that focuses on reselling homes, rentals, and creative financing solutions for home buyers www,creativehomesolutions.co Employment ...

Liberty

Investment Analyst I

Lynchburg, VA · On-site

The Analyst will assist senior leadership to prudently monitor LU's Investable Pools for Biblically ... operations. * Actively participates in the Lynchburg community and LU's on-campus activities.

Range

Investment Analyst

Mclean, VA · On-site

Collaborate cross-functionally with Financial Planning, Operations, and Engineering to improve investment workflows and tools. * Rapidly digest important market news and assist with the creation of ...

Discovery Village

Maintenance Assistant

Richmond, VA · On-site

$20/hr

With a focus on operational excellence, lifestyle personalization, and culture-driven leadership ... We continually aspire and invest in learning and development opportunities that support our team ...

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How much do investment operations assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for investment operations assistant in Virginia is $19.65, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $22.16 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 Virginia? The most popular types of Investment Operations jobs in Virginia are:
What cities in Virginia are hiring for Investment Operations Assistant jobs? Cities in Virginia with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Virginia as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,868 per year, or $19.6 per hour.

Senior Investment Operations Analyst

Liberty University

Lynchburg, VA • On-site

Full-time

Medical, Retirement

Re-posted 4 days ago

Liberty University rating

8.0

Company rating: 8.0 out of 10

Based on 84 frontline employees who took The Breakroom Quiz

188th of 618 rated colleges and universities

Job description

The Senior Investment Operations Analyst will support Liberty University's Chief Investment Officer and the senior investment team in the management of Liberty's endowment assets. This role is designed for an experienced professional who brings strong accounting discipline, sound operational judgment, and consistent attention to detail, with a focus on execution, accuracy, and accountability.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
  • Perform and review investment accounting activities, including monthly closes, reconciliations, and variance analysis.
  • Review custodian reports, investment statements, and capital activity for accuracy, completeness, and consistency with internal records.
  • Monitor cash activity, capital calls, and distributions across investment portfolios.
  • Coordinate with external service providers to resolve accounting and reporting matters.
  • Support audit processes by preparing schedules and documentation and coordinating requested materials under the direction of the Director of Operations.
  • Maintain and enhance internal controls, documentation standards, and accounting procedures related to investment operations.
  • Assist with investment data integrity, reporting timelines, and accounting-related process improvements.
  • Maintain, organize, and periodically review investment documentation and records housed within the Investment Office's research management software to ensure completeness, accuracy, and adherence to internal standards.
  • Review investment documentation and notices with an operational and accounting lens.
  • Support broader investment operations functions as needed, with emphasis on accounting and reporting integrity.
  • Other duties as assigned.

SUPERVISORY RESPONSIBILITIES
None
QUALIFICATIONS AND CREDENTIALS
  • Bachelor's degree in Accounting, Finance, Business, or a related field is required.
  • At least two years of public accounting experience (preferred) or other relevant experience, such as investment fund accounting, internal audit, or financial operations.
  • Hold, or be in the process of working toward, a CPA (preferred), CIA, or CFA designation.
  • Strong understanding of investment structures, including private funds, commingled vehicles, and custodial reporting.
  • Demonstrated ability to perform detailed reconciliations and work effectively with complex financial data.
  • Solid understanding of internal controls and audit support requirements.
  • High level of integrity, professionalism, and discretion.
  • Strong written and verbal communication skills.
  • Advanced Excel skills; experience with custodians or portfolio accounting systems is a plus.
  • Accounting-focused and detail-oriented, with a strong sense of ownership for work product.
  • Exercises sound professional judgment and a thoughtful, methodical approach to work.
  • Comfortable working independently while collaborating within a small, experienced team.
  • Organized, dependable, and able to manage recurring deadlines effectively.
  • Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
  • Self-motivated and directed, possessing an ability to motivate others
  • The highest level of integrity, honesty, and sense of fiduciary duty
  • Individual must not be in default on any federal student or parent loan
  • Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i))

ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB
Communication and Comprehension
  • Ability to effectively communicate both verbally and in writing to convey clear, well-articulated information.
  • Ability to communicate in a professional and Christ-like manner, resolving issues with an attitude of courtesy and respect.
  • Possess public communication skills that allow professional representation of Liberty University to a variety of business and community customers and associates.
  • Display self-motivation and multi-tasking skills.
  • Possess excellent listening and discerning skills
  • Strong organizational skills
  • Excellent computer skills

Problem Solving
  • Intuitively able to reason, analyze information and events, and apply judgment in order to solve problems of both a routine and complex nature.

Physical and Sensory Abilities
  • Frequently required to sit for extended periods of time to perform deskwork or type on a keyboard.
  • Regularly required to hear and speak in order to effectively communicate orally.
  • Occasionally required to stand, walk, and climb stairs to move about the building.
  • Occasionally required to handle materials, reach overhead, kneel or stoop in order to conduct business.
  • Regularly lift 10 or fewer pounds

WORKING CONDITIONS
Work Environment
The working environment in which one will typically perform the essential functions of this position is a climate-controlled office setting. It is well lighted and the noise level is moderate.
Driving Requirements
If the employee is required to travel in performing the duties and responsibilities of the position, the use of one's personal vehicle (or LU vehicles) may be required for travel. Proof of a valid driver's license, an acceptable DMV record, LU Driving Approval, and liability insurance is required when driving in the performance of the employee's position.
Time Type
Full time
Location
Onsite
Pay Range
Compensation is determined based on factors such as qualifications, experience, education, skills, and certifications, along with University needs and external market conditions. Market benchmarks may be used, as appropriate, in combination with internal equity to ensure pay is fair and aligned with the broader compensation structure.
The position may also be eligible for comprehensive benefits, including health insurance, retirement plans, and tuition assistance.
$95,000.00 - $115,000.00
The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner. In compliance with Title VII of the 1964 Civil Rights Act, and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including state of employment protected classes. It is, therefore, our policy and intention to evaluate all employees and prospective employees strictly according to the requirements of the job. All personnel related activities such as compensation, benefits, transfers, job classification, assignments, working conditions, educational assistance, terminations, layoffs, and return from layoffs, and all other terms, conditions and privileges of employment will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including all applicable state of employment protected classes. The University is a Christian religious-affiliated organization; and as such, is not subject to religious discrimination requirements. The University's hiring practices and EEO discrimination practices are in full compliance with both federal and state law. Federal law creates an exception to the "religion" component of the employment discrimination laws for religious organizations (including educational institutions), and permits them to give employment practice preference to members of their own religious beliefs.

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