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Investment Operations Assistant Jobs (NOW HIRING)

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

MTO Financial Services

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Investment Operations Associate

Stony Brook, NY · On-site

$60K - $80K/yr

... Assist with trade execution, trade blotters, and trade confirmations. · Process account paperwork and coordinate client onboarding. · Communicate with custodians, advisors, and clients regarding ...

Wilton Re

Manager, Investment Operations

Norwalk, CT · On-site

Manager, Investment Operations We are searching for an experienced Manager, Investment Operations ... assist in evaluating SOC 1 reports for third-party administrators (managers, custodians, loan ...

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Aug 13, 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 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 cities are hiring for Investment Operations Assistant jobs? Cities with the most Investment Operations Assistant job openings:
What are the most commonly searched types of Investment Operations jobs? The most popular types of Investment Operations jobs are:
What states have the most Investment Operations Assistant jobs? States with the most job openings for Investment Operations Assistant jobs include:
Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in the United States as of July 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $41,222 per year, or $19.8 per hour.

Investment Operations Specialist

Claire Myers Consulting

Charlotte, NC • Hybrid

$5.0K - $10K/mo

Full-time

Re-posted 11 days ago

Job description

Location: Charlotte, NC | Hybrid

Compensation: $65,000–$75,000 base salary + $5,000–$10,000 performance based bonus


Licenses: Series 7 and 66 preferred

Experience: 2–5 years within wealth management


Our client is a growing wealth management practice dedicated to delivering comprehensive financial planning and investment management services to individuals and families. The team is known for its collaborative culture, commitment to client service, and focus on operational excellence.


Our client is seeking an Investment Operations Specialist to support the day to day administration and operational functions of the firm's investment platform. This individual will play a key role in account administration, money movement, trading, and brokerage operations while helping ensure a seamless experience for both clients and advisors.

This opportunity is ideal for someone who enjoys the operational side of wealth management, takes pride in accuracy and efficiency, and is looking to build a long term career within investment operations.



Key Responsibilities:


  • Manage the opening, maintenance, and servicing of client investment accounts
  • Process deposits, withdrawals, transfers, distributions, and other money movement requests
  • Execute trades within advisory and brokerage accounts
  • Coordinate transactions with custodians and financial institutions
  • Support trust accounts, estate processing, beneficiary updates, and account registration changes
  • Ensure accurate documentation and adherence to regulatory and compliance requirements
  • Maintain detailed records of client transactions and account activity
  • Respond to operational inquiries from clients and internal team members
  • Assist with compliance reporting and operational record keeping
  • Identify opportunities to improve workflows and operational efficiency
  • Support the investment team with day to day brokerage and account administration activities



Ideal Candidate Profile:


  • Series 7 and 66 preferred
  • 2–5 years of experience in investment operations, wealth management operations, brokerage operations, or a related financial services environment
  • Experience with account opening, money movement, trading, trusts, estates, and brokerage operations
  • Strong attention to detail and organizational skills
  • Ability to manage multiple priorities in a fast paced environment
  • Excellent communication and client service skills
  • Self motivated with the ability to work independently
  • Genuine interest in building a long term career within investment operations