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Investment Operations Assistant Jobs in Rochester, NY

... help oversee maintenance operations across five communities while continuing to build your ... Established in 1985 by Mitchell Morgan, Morgan Properties is a national real estate investment and ...

Retail Assistant

Canandaigua, NY · On-site

$16.19 - $17.24/hr

This position supports daily store operations by greeting and assisting customers, handling sales ... And more Our Culture Investing in our staff while thriving in a flexible and fun work environment!

This position supports daily store operations by greeting and assisting customers, handling sales ... And more Our Culture Investing in our staff while thriving in a flexible and fun work environment!

Retail Assistant

Canandaigua, NY · On-site

$16.19 - $17.24/hr

This position supports daily store operations by greeting and assisting customers, handling sales ... And more Our Culture Investing in our staff while thriving in a flexible and fun work environment!

Assistant Manager

Rochester, NY · On-site

$17 - $18/hr

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

Assistant Manager

NY · On-site

$17 - $18/hr

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

Assistant Manager

Rochester, NY · On-site

$17 - $18/hr

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

Assistant Manager

Gates, NY · On-site

$17 - $18/hr

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Support daily store operations to ensure sales goals, customer experience standards, and ...

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Investment Operations Assistant information

See Rochester, NY salary details

$10

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How much do investment operations assistant jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for investment operations assistant in Rochester, NY is $19.55, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $22.07 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 job categories do people searching Investment Operations Assistant jobs in Rochester, NY look for? The top searched job categories for Investment Operations Assistant jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Investment Operations Assistant jobs? Cities near Rochester, NY with the most Investment Operations Assistant job openings:
Infographic showing various Investment Operations Assistant job openings in Rochester, NY as of July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $40,669 per year, or $19.6 per hour.

Operations Manager - Uncommon Schools

EDceptional

Rochester, NY • On-site

$15.61 - $16.24/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago


Job description

Company Description

Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference!

Job Description

The Operations Assistant plays a visible role in ensuring a timely, professional, and welcoming response to inquiries by parents and other constituents. The Operations Assistant functions as the initial contact person for students, teachers, families, vendors, and visitors, and must be able to communicate effectively with all groups. The Operations Assistant reports to the Director of Operations.
Responsibilities of the Operations Assistant include but are not limited to:  

  • Serving as the primary contact for ALL of the school’s constituents in person, over the phone, and via email;
  • Managing the collection of student, personnel, and school information (receiving fees or forms and tracking information accordingly);
  • Directing vendors to delivery locations;
  • Supporting school events and activities as needed; 
  • Managing mail (distributing received mail, preparing school mailings, etc.);
  • Visitor management; 
  • Other administrative support as assigned.
Qualifications
  • Ability to communicate effectively while demonstrating strong interpersonal skills with teammates, teachers, students, families, and additional stakeholders. 
  • Organized and able to maintain key systems such as mail, deliveries, student documentation and paperwork. 
  • Strong time management skills; ability to manage multiple tasks at the same time and meet tight deadlines. 
  • Ability to maintain a calm, professional demeanor in the face of competing demands and external pressures. 
  • Bilingual language skills preferred, but not required
  • Able to lift and move packages up to 30 lbs
  • Bachelor’s degree preferred
Additional Information

Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent.

Compensation

Compensation for this role is between $15.61 and $17.93 per hour. Most candidates who meet job description requirements will receive an offer of $15.61 - $16.24 per hour. 

Starting pay is determined using various factors including but not limited to relevant professional development, education certifications, and tenure with Uncommon Schools. 

* The range above represents our compensation scales for the 2025-2026 school year. If starting prior to June 30th, 2025, compensation will be based on a slightly lower range, reflective of current compensation scales. New hires who fall into this category will see an increase in their compensation starting on July 1st, 2025  for next school year which aligns to the scale above.

Benefits

  • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer). 
  • Extensive, best-in-class training and development  
  • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA)
  • Financial Planning
    • 403(b) retirement savings program + employer match
  • Paid leave of absence options (parental, medical, disability, etc.)
  • Mental health and counseling support + wellness benefits

*A detailed list of all benefits is located HERE.

At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture.

As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email recruitment@uncommonschools.org.