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Investment Operations Assistant Jobs (NOW HIRING)

Fairway Wealth Advisors

Be Seen First

Investment Operations Associate

Orlando, FL · On-site

$60K - $100K/yr

Responsibilities of Investment Operations: · New Account Processing · Account Maintenance o IRA ... Eventually, create and develop in the Signature Choice portfolio · Assist clients with Tax Forms ...

Fairway Wealth Advisors

Be Seen First

Investment Operations Associate

Orlando, FL · On-site

$60K - $100K/yr

Responsibilities of Investment Operations: · New Account Processing · Account Maintenance o IRA ... Eventually, create and develop in the Signature Choice portfolio · Assist clients with Tax Forms ...

Careers at KKR

AVP, Investment Operations

Boston, MA · On-site

POSITION SUMMARY KKR seeks to recruit an Assistant Vice President overseeing the Investment Operations teams that support KKR Insurance's $80B real estate portfolio, which includes commercial ...

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for investment operations assistant in the United States is $19.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $22.36 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 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 use financial software and require strong organizational skills to ensure accurate and timely processing of transactions and data. The role typically involves administrative tasks and may require knowledge of financial markets and certifications such as the CFA or Series 7 license.

What job makes $10,000 a month without a degree?

An Investment Operations Assistant typically does not earn $10,000 a month without relevant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often require expertise in sales, entrepreneurship, or trades, along with certifications or extensive experience. Most well-paying jobs in finance or operations generally require relevant education or training.

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

In the US, high-paying roles such as senior investment managers, hedge fund managers, and private equity partners can earn $500,000 or more annually, often requiring extensive experience, advanced degrees, and strong industry networks. These positions typically involve managing large portfolios, making strategic investment decisions, and working in competitive financial environments.

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 salary of an operations assistant?

The salary of an Investment Operations Assistant typically ranges from $45,000 to $65,000 annually, depending on experience, location, and the size of the organization. Entry-level positions may start lower, while experienced assistants or those in major financial hubs can earn higher salaries. Additional benefits often include bonuses, health insurance, and professional development opportunities.
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Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in the United States as of June 2026, with employment types broken down into 72% Full Time, 26% Part Time, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $41,222 per year, or $19.8 per hour.

Investment Operations Lead

Ceres Life Insurance Company

Manhattan, NY • On-site

Full-time

Medical, PTO

Posted 24 days ago

Job description

Company Overview:

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as The Westaim Corporation. This partnership supports a long-term vision to deliver innovative, customized financial solutions across alternative credit and insurance, creating scalable growth and meaningful client impact.


Ceres USA Holdings, LLC, part of the insurance platform within The Westaim Corporation strategy, is the parent company of Ceres Life Insurance-a fast-growing, technology-driven annuity carrier startup. Ceres is focused on redefining retirement security by combining modern fintech capabilities, top-tier talent, and strong vendor partnerships to deliver exceptional annuity solutions and digital experiences.


Ceres is deeply committed to a client-centered culture. Through its Digital Contact Center and advisor-facing platforms, the company delivers proactive, personalized, and technology-enabled support that empowers clients and advisors while maintaining the highest standards of trust, security, and regulatory compliance.


About The Role:

The Investment Operations professional will play a critical role in supporting Ceres Life Insurance Company's investment platform by serving as the primary liaison between Ceres Life and its affiliated asset management company, Arena Investors. This individual will ensure seamless coordination, transparency, and operational efficiency across investment activities, with a focus on data integrity, reporting accuracy, and alignment with insurance company requirements.

In this role, the individual will coordinate the flow of investment information between Arena Investors and Ceres Life, including portfolio data, valuations, cash flows, and compliance-related materials. They will work closely with internal stakeholders across finance, accounting, risk, actuarial, and compliance functions to support statutory and management reporting, audits, and regulatory filings, while partnering with Arena Investors to resolve operational issues and implement process improvements.

The ideal candidate will have a strong understanding of investment operations within an insurance company framework, including asset-liability considerations, controls, and governance. They will be detail-oriented, collaborative, and comfortable operating at the intersection of asset management and insurance, helping to ensure that investment operations support Ceres Life's financial strength, regulatory obligations, and strategic objectives.


Key Responsibilities:

  • Serve as the primary point of contact between Ceres Life Insurance Company and Arena Investors for all investment operations-related matters
  • Coordinate the timely and accurate exchange of investment data, including holdings, transactions, valuations, and cash flows
  • Support statutory, GAAP, and management reporting by ensuring investment information is complete, accurate, and delivered in accordance with reporting timelines
  • Partner with accounting, finance, actuarial, risk, and compliance teams to support audits, regulatory filings, and internal governance requirements
  • Work with external partners such as Clearwater and JPMorgan Security Services to ensure effective and efficient operations
  • Monitor and reconcile investment activity to identify discrepancies, investigate issues, and coordinate resolution with Arena Investors and internal stakeholders
  • Ensure investment operations processes align with insurance company controls, policies, and asset-liability management considerations
  • Assist in the review and oversight of investment-related service providers, systems, and operational workflows
  • Support new investment onboarding, custody account management, including operational readiness, data mapping, and reporting setup
  • Develop and maintain documentation for investment operations processes, controls, and reporting procedures
  • Identify opportunities to enhance operational efficiency, data quality, and transparency across the investment reporting lifecycle

The Successful Candidate Will:

  • Serve as a trusted liaison between Ceres Life and Arena Investors, enabling clear, effective collaboration
  • Deliver accurate, timely, and well-controlled investment data and reporting
  • Demonstrate a strong understanding of insurance company investment operations and regulatory requirements
  • Proactively identify and resolve operational issues, seeing items through to completion
  • Balance attention to detail with an understanding of broader balance sheet and investment implications
  • Communicate clearly with a wide range of stakeholders, translating complex investment information as needed
  • Adapt effectively to a dynamic investment environment and evolving business needs
  • Contribute to continuous improvement in investment operations, processes, and controls


Job Qualifications and Skills:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • MBA or Masters degree in Finance a plus
  • CFA designation preferred; CPA designation a plus
  • Experience in investment operations, investment accounting, or a related role within an insurance company, asset manager, or financial services firm
  • Strong understanding of insurance company investment structures, controls, and reporting requirements
  • Familiarity with alternative investments and complex asset classes, including private credit and structured investments, preferred
  • Knowledge of statutory and GAAP investment accounting concepts and financial reporting processes
  • High level of attention to detail with strong analytical and problem-solving skills
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong interpersonal and communication skills, with the ability to work effectively across organizations and functions
  • Proficiency with investment systems, databases, PowerBI, Python, and Microsoft Excel; experience with Clearwater or JPMorgan Markets a plus

Why Join Us?

  • Be part of an innovative insurance company.
  • Work in a high-energy, collaborative startup environment with a focus on technology, digital tools, and advisor enablement.
  • Competitive compensation package with PTO, health benefits, and career growth opportunities.

Apply