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Investment Operations Assistant Jobs in Wisconsin

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Investment Operations Assistant information

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$11

$20

$31

How much do investment operations assistant jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for investment operations assistant in Wisconsin is $20.00, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $22.55 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.

How much do investment assistants make?

Investment assistants typically earn between $45,000 and $70,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced assistants with certifications or specialized skills can earn higher salaries. Compensation often includes benefits such as bonuses and health insurance.

What does an investment assistant do?

An investment assistant supports financial advisors or investment managers by preparing reports, managing client accounts, and conducting research on investment options. They often handle administrative tasks, use financial software, and require strong organizational and communication skills. The role typically involves maintaining accurate records and ensuring compliance with regulations.

What jobs pay 500,000 a year in the US?

In the US, high-paying roles such as senior investment professionals, hedge fund managers, and private equity executives can earn $500,000 or more annually, often through a combination of base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced skills, and relevant certifications, and are usually found in finance, investment management, and executive leadership environments.

What does an investment operations associate do?

An investment operations associate supports the processing and reconciliation of investment transactions, manages data accuracy, and ensures compliance with regulations. They often work with portfolio accounting systems and collaborate with investment teams to facilitate smooth fund operations and reporting.

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 Wisconsin? The most popular types of Investment Operations jobs in Wisconsin are:
What are popular job titles related to Investment Operations Assistant jobs in Wisconsin? For Investment Operations Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Investment Operations Assistant jobs in Wisconsin look for? The top searched job categories for Investment Operations Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Investment Operations Assistant jobs? Cities in Wisconsin with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you

Investment Operations Specialist

MARS Solutions Group

Milwaukee, WI • On-site

Contractor

Re-posted 16 days ago

Job description

Onsite role in Downtown Milwaukee - Mon - Fri
  • Assist team in executing on solutions that meet the complex needs of sophisticated practices, advisors, and/or firms.
  • Contribute to assessing the needs of the field advisor teams in helping determine how the Retirement Disbursal Services team can meet those requests.
  • Support team in the execution of the service based on the client’s financial plan and internal retirement-related algorithm.
  • Provide ongoing support for the Retirement Disbursal Services Lead and other team members.

Required!

  • Minimum of 5 years of financial services experience including brokerage and advisory investment platforms, products, and services
  • Bachelor’s degree in Finance, Business, or related field
  • Experience in retirement planning, investments, stocks, trades, personal finance
  • FINRA Securities Industry Essentials (SIE), series 6 or 7 (highly preferred)
 
Primary Duties & Responsibilities
  • Analyze financial plans created by advisor teams to review the existing retirement strategy’s ability to function appropriately within Retirement Disbursal Services workflow.
  • Responsible for setting up and establishing servicing instructions, analyzing daily cash changes, and following up with advisor teams when distribution cash is lower than their desired level.
  • Assist in overseeing retirement algorithmic decisions using complex software when determining strategic client withdrawals.
  • Accountable for analyzing and efficiently preparing proposed investment trades to be presented to the field advisor teams.
  • Works with advisor team members to answer questions, research retirement software questions, follow-up on notifications and clarify ambiguous emails related to retirement distribution requests.
  • Assists internal team members with the ongoing Retirement Disbursal Services relationship with the advisor’s practice, which will include conducting regular check-ins on the experience and communicating feedback to Team Lead and other team members.
Other Qualifications:
  • Deep understanding of retirement service offerings and operational processes within the financial industry.
  • Experience consulting to sophisticated advisors/practices (ensembles, Fee-Based Planners, Private Client Group and Forum advisors/firms) with the ability to assess and understand how services and solutions may increase efficiencies and allow them to better serve clients.
  • Demonstrates impeccable accuracy and attention to detail.