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Investment Operations Associate Jobs in Alabama (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

Be Seen First

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 ...

NC SECU

Associate Member Services Officer

Clayton, AL · On-site

... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. Exhibit a ...

NC SECU

Associate Member Services Officer

Kinston, AL · On-site

... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. Exhibit a ...

NC SECU

... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.

Stifel

Client Service Associate - NR

Tuscaloosa, AL

$12 - $16.50/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Morningstar Properties

Office Associate

Birmingham, AL · On-site

$16 - $21.25/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Execute daily office operations including customer transactions, phone management, lead tracking ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Alabama

Investment Operations Associate information

See Alabama salary details

$19.9K

$88K

$193.5K

How much do investment operations associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment operations associate in Alabama is $87,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,900.00 and $106,500.00 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 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.

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 most commonly searched types of Investment Operations jobs in Alabama?

The most popular types of Investment Operations jobs in Alabama are:

What are popular job titles related to Investment Operations Associate jobs in Alabama?

For Investment Operations Associate jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Alabama look for?

The top searched job categories for Investment Operations Associate jobs in Alabama are:

What cities in Alabama are hiring for Investment Operations Associate jobs?

Cities in Alabama with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $87,986 per year, or $42.3 per hour.

Investment Operations Associate

CANTERBURY CAPITAL

Tuscaloosa, AL • On-site

$45K - $67K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

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Job description

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 day-to-day operations related to investment activities, ensuring compliance with industry regulations, and supporting the seamless execution of investment transactions. Your expertise will help maintain the integrity of our investment processes, optimize operational efficiency, and uphold the highest standards of financial accuracy. This position offers an exciting opportunity to work within a fast-paced environment where your analytical skills and industry knowledge will directly contribute to our clients’ success.

Responsibilities

  • Process and settle a wide range of investment transactions, including trade settlement, cash management, and securities transfers, ensuring accuracy and timeliness.
  • Monitor and detect potential fraud activities through rigorous fraud prevention and detection techniques, safeguarding client assets and data.
  • Maintain compliance with financial regulations such as securities law, SOX (Sarbanes-Oxley Act), and industry-specific standards by implementing appropriate controls and reporting procedures.
  • Conduct detailed financial analysis using Excel data analysis tools like pivot tables and spreadsheets to support investment decision-making and operational reporting.
  • Collaborate with internal teams on business operations, accounting, regulatory reporting, and client communication to streamline processes and improve service delivery.
  • Manage internal communication channels effectively to ensure clarity across teams regarding trade status, regulatory updates, or procedural changes.
  • Utilize financial software, SQL databases, and other technological tools to enhance data accuracy, automate routine tasks, and facilitate industry-standard compliance practices.

Skills

  • Strong understanding of financial concepts including fixed income markets, investment management, banking regulations, and financial regulatory compliance.
  • Proven experience in accounting or finance roles within the financial services or public accounting sectors.
  • Knowledge of securities law, and industry knowledge of financial regulations is highly desirable.
  • Proficiency in Microsoft Office applications—especially Excel—and advanced spreadsheet skills like pivot tables are required for effective data analysis.
  • Experience with financial software systems, trade settlement platforms, and regulatory reporting tools.
  • Excellent internal communication skills paired with customer service orientation to support client needs confidently while maintaining professional relationships.
  • Ability to analyze complex financial data quickly while adhering to strict compliance standards; strong attention to detail is crucial.
  • Demonstrated team leadership capabilities along with a proactive approach to problem-solving within a fast-paced environment.

Join us as an Investment Operations Associate if you’re eager to leverage your financial expertise in a role that challenges you daily while supporting innovative investment solutions!



Work Location: In person