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Investment Operations Assistant Jobs (NOW HIRING)

AngelList

Investment Operations Associate

New York, NY · 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 ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site

Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site +1

Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to ...

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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 24, 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:
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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 July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, 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.
Associate Investment Operations Analyst

Associate Investment Operations Analyst

Frontier Asset Management

Sheridan, WY

$57K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

The Associate Investment Operations Analyst supports portfolio management, trading, and client account administration. Responsibilities include trade support, account administration, data reconciliation, exception resolution, and operational reporting. This role works closely with Investment Operations, Account Management, and Technology teams and provides a strong foundation for a career in investment management operations.

KEY RESPONSIBILITIES


Investment Operations & Trading Support

  • Support daily trade execution and order management.
  • Reconcile accounts and verify positions.
  • Maintain trading records and account data.
  • Monitor reports and escalate exceptions.
  • Assist with model maintenance and portfolio implementation activities.

Account Administration

  • Process account requests, including new accounts, deposits, distributions, transfers, and maintenance.
  • Verify account activity across internal systems and custodial platforms.
  • Resolve account discrepancies with internal teams.
  • Maintain account documentation and records.
  • Escalate complex issues as needed.

Data Management & Reconciliation

  • Perform daily reconciliation of account, portfolio, and transaction data.
  • Investigate and resolve discrepancies and reporting issues.
  • Maintain data accuracy and report integrity.
  • Support reconciliation and operational reporting processes.

Process Improvement & Collaboration

  • Assist with operational improvement and automation initiatives.
  • Support system testing and implementation projects.
  • Collaborate across departments to maintain operational controls and efficiency.

EXPERIENCE & QUALIFICATIONS


Required

  • Bachelor's degree in Finance, Accounting, or related field.
  • Strong analytical and problem-solving skills.
  • Advanced Microsoft Excel skills.
  • Strong organizational and communication skills.
  • Ability to manage multiple priorities with accuracy and attention to detail.

Preferred

  • Experience in investment operations, trading support, portfolio administration, or financial services.
  • Experience with reconciliation, portfolio management, or trading systems.
  • Familiarity with Tamarac or similar investment management platforms.
  • Experience with reporting, data analysis, or database tools.
  • Exposure to Python, SQL, VBA, or other automation tools.
  • Knowledge of investment products, portfolio management concepts, and financial markets.

COMPENSATION & BENEFITS


  • Starting at $57,000, commensurate with experience
  • Paid Time Off and Paid Holidays
  • Medical, Dental, Vision, and Employer-Paid Life Insurance
  • Voluntary supplemental insurance options
  • 401(k) with 4% employer match
  • Potential annual bonus

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