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Investment Operations Assistant Jobs (NOW HIRING)

AngelList

Investment Operations Associate

San Francisco, CA · On-site

$150K/yr

Build and maintain audit file for every investment * Manage exit operations * Support valuation and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

New

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Wilton Re

Manager, Investment Operations

Norwalk, CT · Hybrid

Manager,Investment Operations Hybrid Norwalk, CT About the Company: Wilton Re is an industryleader ... assist in evaluating SOC 1 reports for third-party administrators (managers, custodians, loan ...

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 ...

MicroVentures

Investment Operations Analyst

Austin, TX

What you'll do at MicroVentures: * Assist in the establishment and maintenance of over 800 Venture ... Prepare investor notices, including capital call, fee, and distribution notices * Process outgoing ...

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MicroVentures

Investment Operations Analyst

Austin, TX · On-site

What you'll do at MicroVentures: * Assist in the establishment and maintenance of over 800 Venture ... Prepare investor notices, including capital call, fee, and distribution notices * Process outgoing ...

MicroVentures

Investment Operations Associate

Austin, TX · On-site

What you'll do at MicroVentures: * Assist in the establishment and maintenance of over 800 Venture ... Prepare investor notices, including capital call, fee, and distribution notices * Perform day-to ...

AngelList

Investment Operations Associate

New York, NY

$150K/yr

Build and maintain audit file for every investment * Manage exit operations * Support valuation and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

New

Apply Early

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Jul 3, 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.

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.
More about Investment Operations Assistant jobs
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:
What job categories do people searching Investment Operations Assistant jobs look for? The top searched job categories for Investment Operations Assistant jobs are:
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 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $41,222 per year, or $19.8 per hour.
Investment Operations Associate

Investment Operations Associate

MicroVentures

Austin, TX

Full-time

Posted 28 days ago

Be an early applicant

Job description

Job Summary

MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.

The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund.

The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.
What you’ll do at MicroVentures:
  • Assist in the establishment and maintenance of over 800 Venture Funds
  • Assist in the completion of target Fund investments
  • Keep up to date with the performance of Fund investments
  • Prepare quarterly and annual financial statements and reports
  • Prepare investor notices, including capital call, fee, and distribution notices
  • Perform day-to-day fund accounting tasks
  • Participate on special projects related to the fund
  • Assist in the preparation of applicable tax forms (e.g., Form 1065)
  • Ensure compliance with regulatory requirements and other requirements of the funds’ specifications
  • Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality
What we’re looking for:
  • Bachelor’s degree in accounting, finance, or economics
  • At least three years of experience, preferably within the financial industry
  • Strong organizational and documentation skills
  • Strong verbal and written communication skills
  • Keen eye for details to identify trends, cause and effects
  • Ability to manage multiple tasks and priorities at once
  • Strategic thinker focused on continuous improvement
  • Professional demeanor and strong work ethic
  • Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.) 
Note to candidates: Cover letters and CVs will be hand reviewed. 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.