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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 Aug 24, 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 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 Wisconsin?

The most popular types of Investment Operations 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

Northwestern Mutual Life Insurance Company

Milwaukee, WI • On-site

$65K - $97K/yr

Full-time

Posted 20 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

167th of 311 rated insurance

Job description

About the Job:
Northwestern Mutual's Investment Operations team supports the management of the company's institutional investments. Team members assist in operational tasks related to those assets, with a focus on accuracy, efficiency, and risk management.
What You'll Do:
  • Assist in monitoring investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness.

  • Respond to internal and external inquiries regarding investment holdings, activities, and portfolio details.

  • Help prepare internal reports and external regulatory filings using tools like PowerBI, Snowflake, and Microsoft Excel.

  • Participate in process modernization efforts, incorporating digital tools, automation, and AI-driven analytics to streamline workflows and enhance data governance.

  • Collaborate with teams across Finance and Risk and Institutional Investments to ensure seamless operations and alignment with company objectives.

  • Assist in risk management activities, including conducting basic risk assessments and ensuring adherence to risk policies and regulatory standards.

  • Support enterprise risk management efforts by identifying potential operational risks in investment activities and contributing to resiliency planning.

  • Assist in data governance activities, including ensuring data quality, implementing governance policies and standards, and supporting data stewardship.

  • Ensure accurate, efficient, and timely execution of operational activities across asset classes and managed accounts of reoccurring transactions in public, private, and/or real estate asset classes most asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic fixed income, common stock, foreign, private placements, real estate equity and mortgage loans. Work with front office to settle transactions.

  • Collaborate with senior staff members to solve more complex issues and work with custodial bank representatives, brokers, traders, and field offices.

  • Maintain investment data on various systems, conduct reconciliations, and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues.

  • Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard problems.

  • Stay informed of industry and regulatory changes and developments that affect processing procedures.

  • Assist with testing, system enhancements, upgrades, new initiatives and other projects involving procedural and workflow changes and may make recommendations for process improvements.

  • Ensure adherence to contractual terms and amendments through interpretation and analysis of basic legal documents.

What You'll Bring to the Role:
  • Adaptability and a growth mindset

  • Skills in data literacy

  • Basic experience in data visualization or automation software

  • Attention to detail

  • Ability to handle data intensive tasks in a fast-paced setting

  • Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience.

  • 1-3 years of related, investment operations experience preferred.

  • General knowledge of a variety of investment asset types.

  • Strong verbal and written communication skills.

  • Strong problem-solving skills and analytical ability.

#LI-Onsite
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$56,640.00
Pay Range - End:
$84,960.00
Geographic Specific Pay Structure:
Structure 110:
$62,320.00 USD - $93,480.00 USD
Structure 115:
$65,120.00 USD - $97,680.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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