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Investment Operations Assistant Jobs in Washington

ProShares

Analyst, Investment Applications

Bethesda, MD · On-site

$80K - $110K/yr

The Application Analyst in the Core Business Systems Team is responsible for supporting Investment ... logs. * Assist in developing automated solutions to meet daily operational needs. * Oversee ...

ProShares

Analyst, Investment Applications

Bethesda, MD · Hybrid

$80K - $110K/yr

The Application Analyst in the Core Business Systems Team is responsible for supporting Investment ... logs. * Assist in developing automated solutions to meet daily operational needs. * Oversee ...

World Bank

Operations Officer

Washington, DC · On-site

... investing in groundbreaking projects and using data, research, and technology to develop solutions ... Assist management in preparing for engagements with CMUs, Verticals, and corporate units by ...

World Bank Group

Operations Officer

Washington, DC · On-site

... investing in groundbreaking projects and using data, research, and technology to develop solutions ... Assist management in preparing for engagements with CMUs, Verticals, and corporate units by ...

Climate United FUND

Senior Paralegal

Bethesda, MD · On-site +1

$90K - $105K/yr

Climate United will focus its investments in Distributed Power Generation and Storage, Building ... 2. Operations: * Assist in developing and implementing operational policies and procedures.

Climate United FUND

Senior Paralegal

Bethesda, MD · On-site

Climate United will focus its investments in Distributed Power Generation and Storage, Building ... 2. Operations: * Assist in developing and implementing operational policies and procedures.

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All JobsInvestment Operations JobsInvestment Operations Assistant JobsInvestment Operations Assistant Jobs in Washington

Investment Operations Assistant information

See Washington salary details

$12

$22

$34

How much do investment operations assistant jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for investment operations assistant in Washington is $22.45, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $25.34 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 Washington?

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

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

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

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Washington as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $46,688 per year, or $22.4 per hour.

Cash & Investment Analyst

AHU Technologies Inc

Washington, DC • On-site

$45 - $50/hr

Full-time

Posted 22 days ago

Job description

Job Description:
Short Description:

Treasury Analyst
 
 Requirements have been tweaked--2+ years exp & and emphasis on Excel/strong communication
Complete Description:
Employment Type: Contract w2/1099/C2C
Duties and Responsibilities

The Treasury Analyst will play a key role in managing cash flow, investments, and financial reporting. This position involves a variety of analytical, reporting, and administrative duties to ensure effective cash management and financial operations. The Treasury Analyst will support senior leadership with critical financial data, manage treasury-related databases, and contribute to the development and maintenance of financial policies and procedures.
Key Responsibilities:

1. Prepare and manage daily cash positions, short-term forecasts, and cash flow needs.
2. Reconcile cash accounts and transactions, including wire transfers and ACH payments, with general ledger postings.
3. Track and analyze cash and investment activity, ensuring accurate and timely reporting of financial information.
4. Develop and interpret critical analytics related to cash flow, investments, and other treasury-related data.
5. Prepare comprehensive reports on cash and investment activities, including the Cash Note Report, Investment Report, and cash flow projections.
6.  Analyze financial records and data to identify trends, inefficiencies, and opportunities for improvement.
7. Manage and reconcile treasury databases and ensure alignment with operational teams.
8. Post entries to ERP/accounting systems in compliance with established guidelines.
9.  Assist with the preparation of final reports, including data editing and the creation of charts and presentations.
 
10.         Develop and update procedures and policies to reflect current processes and enhance operational efficiency.
11.  Support other cash management functions and departmental projects as needed.
Education:

Bachelor’s degree in Business, Finance, Accounting or related field
Qualifications:

1.            2+ years’ experience in a treasury analyst or similar role
2.            Strong analytical skills with the ability to interpret complex financial data and identify trends.
3.            Proficiency in financial management systems and software, especially Microsoft Excel.
4.            Solid understanding of cash and investment accounting principles.
5.            Able to develop and communicate reports vertically and horizontally in the organization
6.            Excellent written and verbal communication skills.
7.            Strong planning, organizational, and problem-solving abilities.
8.            Ability to work independently and manage multiple tasks with minimal supervision.
Skills Matrix 
·       Experience in a treasury analyst or similar role.
·       Strong analytical skills with the ability to interpret complex financial data and identify trends
·       Proficiency in financial management systems and software, especially Microsoft Excel.
·       Solid understanding of cash and investment accounting principles.
·       Able to develop and communicate reports vertically and horizontally in the organization
·       Strong planning, organizational, and problem-solving abilities.
·       Bachelor’s degree in Business, Finance, Accounting or related field.
 

Flexible work from home options available.