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Investment Operations Assistant Jobs in Rochester, NY

Assistant Controller

Rochester, NY ยท On-site

$90K - $115K/yr

You will work closely with the Controller and senior leadership to improve accounting operations ... to invest in systems, training, technology, and career development, but still small enough that ...

Assistant General Manager

Victor, NY ยท On-site

$43K - $67K/yr

You will also be responsible for some daily operational tasks and will lead your team when the ... that invests in you. Click here to learn more! Compensation: We are proud that our Assistant ...

Assistant General Manager

Rochester, NY ยท On-site

$43K - $67K/yr

You will also be responsible for some daily operational tasks and will lead your team when the ... that invests in you. Click here to learn more! Compensation: We are proud that our Assistant ...

Assistant Residence Manager

Webster, NY ยท On-site

$24.50 - $26.50/hr

We invest in your Health! Get paid to stay healthy through our Employee Wellness Program * 403(B) ... operations of the program. Essential Job Functions: * Carry out direct care duties as assigned.

... operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls ... invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Assistant in Training

Victor, NY ยท On-site

$19 - $23/hr

... operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls ... invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Assistant in Training

Victor, NY ยท On-site

$19 - $23/hr

... operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls ... invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Assistant in Training

Victor, NY ยท On-site

$19 - $23/hr

... operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls ... invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

The Operations Administrator provides dedicated administrative, operational, and compliance support ... Committed to creating smarter, more connected spaces, ABM is investing in the future to meet ...

Assistant Director of Sales

Hilton, NY ยท On-site

$75K - $115K/yr

Knowledge of all operational areas of the property * Ability to work as part of a team and train ... Consistently explore new products and services, evaluating potential return on investment and ...

Showing results 41-60

Investment Operations Assistant information

See Rochester, NY salary details

$10

$19

$30

How much do investment operations assistant jobs pay per hour?

As of Aug 9, 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.

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 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 August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,672 per year, or $19.6 per hour.

Assistant Controller

VP Supply Corp

Rochester, NY โ€ข On-site

$90K - $115K/yr

Full-time

Posted 18 days ago


Job description

Description:

Modernize Processes. Strengthen Controls. Support Growth.


This is not a routine accounting position. We are looking for an Assistant Controller who wants to step into a visible, high-impact role where strong accounting leadership, process improvement, technology, and operational discipline will help support the continued growth of the business.


This role is for someone who understands that Accounting can be more than a department that reports what already happened. Done well, Accounting becomes a trusted business partner — creating accuracy, structure, efficiency, accountability, and confidence across the organization.


We are also looking for someone who is excited about where accounting is going. This includes embracing systems, automation, AI, and better use of technology to reduce repetitive work, improve efficiency, strengthen reporting, and allow the team to focus on higher-value work.


We are looking for the person who can help make that happen!


The Opportunity


This opportunity is ideal for someone who wants to help strengthen and modernize an accounting function inside a growing company.


You will work closely with the Controller and senior leadership to improve accounting operations, support a faster and more reliable close process, strengthen controls, and help create the structure needed as the business continues to evolve.


This is a hands-on accounting role with real influence. The right person will be able to bring ideas, improve how work gets done, help guide the team, and create better processes that support the business at a higher level.


You will not be asked to figure everything out alone. You will be working with strong leaders who bring a valuable mix of industry knowledge, outside experience, guidance, and support — while still giving you the autonomy to take ownership and make an impact.


Why This Role Stands Out


This position offers the opportunity to help shape what a strong, modern accounting organization looks like.


VP Supply as a company is large enough to invest in systems, training, technology, and career development, but still small enough that your work will be visible and meaningful.


Our company is growing, evolving, and looking for someone who can help bring structure, discipline, efficiency, and leadership to the accounting function.


For the right person, this is a chance to build something meaningful and position yourself for long-term career growth.


What You’ll Be Responsible For


In this role, you will help lead and strengthen core accounting operations, including:

  • Month-end and year-end close
  • General ledger accuracy and reporting
  • Reconciliations, accruals, fixed assets, AP, AR, and cost-related accounting
  • Financial statement preparation and management reporting
  • Internal controls, procedures, and accounting best practices
  • Audit preparation and support
  • Tax and compliance support
  • Process improvement, workflow efficiency, and systems enhancements
  • Use of technology, automation, and AI to improve accuracy, speed, and efficiency
  • Training, guiding, and supporting accounting team members
  • Partnering across the business to improve accuracy, visibility, and accountability
Requirements:

What We’re Looking For


We are looking for someone who is driven, organized, efficient, collaborative, and confident taking ownership.


The ideal candidate is:

  • A strong accounting professional who understands what good structure looks like
  • A process-minded leader who can improve how work gets done
  • Comfortable using technology, systems, automation, and AI to create efficiency
  • A problem solver who brings urgency, accuracy, and sound judgment
  • Comfortable guiding people and helping set expectations
  • Detail-oriented, deadline-driven, and focused on continuous improvement
  • Strong in GAAP, accounting operations, reporting, and controls
  • Able to communicate clearly with accounting, finance, operations, and leadership
  • Excited by the opportunity to help shape an accounting function during a period of growth

Preferred Background

  • Bachelor’s degree in Accounting, Finance, or related field
  • 5–8+ years of progressive accounting experience
  • Public accounting experience
  • CPA or CMA
  • Supervisory or team leadership experience
  • Experience with financial reporting, audits, general ledger accounting, and internal controls
  • Distribution or manufacturing experience
  • Strong Excel skills
  • Experience with systems, process improvement, automation, or accounting technology

The Opportunity Ahead


This is a role for someone who wants impact!


If you are ready to bring accounting experience, modernize processes, embrace technology, strengthen controls, guide a team, and help support the next stage of growth for a strong business, this could be a career-changing opportunity.