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Investment Operations Associate Jobs (NOW HIRING)

CANTERBURY CAPITAL

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Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

Job Summary We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the ...

CANTERBURY CAPITAL

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Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

Job Summary We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the ...

MTO Financial Services

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Investment Operations Associate

Stony Brook, NY · On-site

$60K - $80K/yr

Role Description The Investment Operations Associate will support investment reporting, client service, portfolio administration, trading support, and back-office operations for RIAs and wealth ...

OneWell

Investment Operations Associate

Princeton, NJ · On-site

$90K - $110K/yr

We are hiring an Investment Operations Associate to own the day-to-day execution of our back and middle office functions, partnering closely with the Director of Operations. In this role you will be ...

OneWell

Investment Operations Associate

Princeton, NJ · On-site

$90K - $110K/yr

We are hiring an Investment Operations Associate to own the day-to-day execution of our back and middle office functions, partnering closely with the Director of Operations. In this role you will be ...

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Investment Operations Associate information

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$22K

$97.1K

$213.5K

How much do investment operations associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment operations associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

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Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Operations Associate

Northwestern Mutual-Twin Cities

Golden Valley, MN • On-site

Full-time

Posted 27 days ago

Job description

The responsibilities of an Erpelding Wealth Management (EWM) Investment Operations Associate are to support our clients, Private Wealth Advisors, and to assist team members involving investment duties and processes. This role must follow acceptable and compliant procedures. Specific responsibilities include but will not be limited to:

SERVICE & SUPPORT

  • Respond to registered representative administrative requests that may involve communicating with clients, running reports or data entry.
  • Act as liaison between our clients and the home office for any client servicing and troubleshooting paperwork that may have been processed incorrectly.
  • Be an advocate for our clients to ensure a smooth, white-glove experience.


DATA ADMINISTRATION

  • Process account opening & account maintenance requests.
  • Handle trade orders and portfolio maintenance.
  • Process asset movement requests including funds disbursements, rollovers and account transfers.
  • Process trade corrections as needed.

Qualifications:


It is recommended that the EWM Investment Operations Associate have the following qualifications:

  • Preferred: Series 7 and Series 63 & securities industry experience.
  • Demonstrated computer experience required & experience with FolioDynamix is a plus.
  • Strong organizational and time management skills with ability to set priorities and meet deadlines.
  • Ability to work with a high degree of accuracy in handling detailed work.
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others.
  • Above average math and data entry skills.
  • Ability to multi-task and prioritize.
  • Ability to adapt to change and identify process improvements.
  • Aligned with EWM values of Do the Right Thing, Pursue Excellence and Gratitude & Positive Attitude.