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Investment Operations Associate Jobs in Alabama (NOW HIRING)

Lowe's

Operations Supervisor Night

Bessemer, AL · On-site

Your Impact at Lowe's As the Operations Supervisor, you will use your leadership skills to maintain ... associates genuinely appreciate each other. Financial Future: We invest in you - own part of the ...

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

$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 ...

Lighting Unlimited

Operations Manager

Arab, AL · On-site

$3.9K - $8.6K/mo

Our associates' growth and development are shown in the long tenure of our team. Ferguson ... return on investment * Maintain the safety and security of the facility in accordance with OSHA ...

HP Products

Operations Manager

Arab, AL · On-site

$3.9K - $8.6K/mo

Our associates' growth and development are shown in the long tenure of our team. Ferguson ... return on investment * Maintain the safety and security of the facility in accordance with OSHA ...

Ferguson Enterprises Inc.

Operations Manager

Arab, AL · On-site

$3.9K - $8.6K/mo

Our associates' growth and development are shown in the long tenure of our team. Ferguson ... return on investment * Maintain the safety and security of the facility in accordance with OSHA ...

SUPPLY.com

Operations Manager

Arab, AL · On-site

$3.9K - $8.6K/mo

Our associates' growth and development are shown in the long tenure of our team. Ferguson ... return on investment * Maintain the safety and security of the facility in accordance with OSHA ...

Morningstar Properties

Office Associate

Birmingham, AL

$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 Jul 24, 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 job?

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.

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 July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $87,986 per year, or $42.3 per hour.
RIS Investment Operations Specialist- North Alabama

RIS Investment Operations Specialist- North Alabama

Regions Financial Corporation

Huntsville, AL • On-site

$50K - $63K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Regions Bank rating

8.1

Company rating: 8.1 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

54th of 150 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the RIS Investment Operations Specialist provides operational support, such as reporting and customer account maintenance, within the Investment Services division to advisors, clients, and internal partners.
Primary Responsibilities
  • Collects, logs, and ensures filing accuracy of Financial Advisor account transaction packages on a monthly basis
  • Acts as a resource to Financial Advisors, coordinating support and coaching for ad hoc requests and questions in platforms such as Marketing Central, Bridge, Portfolio Access, DocuSign, etc.
  • Acts as a resource to Financial Advisor by pulling routine and ad hoc reports such as performance and production reports
  • Facilitates marketing campaigns by compiling new and relevant content in Marketing Central at the direction of Financial Advisors
  • Partners with AIE to host team training seminars, virtual meetings, and operational best practices classes as needed
  • Participates in semi-annual audits of Financial Advisors' Book of Business to ensure both internal and external compliance guidelines are met
  • Participates in annual branch audits by compiling State, Federal, and Cetera Audit requirements as well as running audit demonstration classes to prepare Financial Advisors
  • Updates and reviews operational task procedures approved by compliance

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements
  • High School Diploma or GED
  • Three (3) years of banking or financial services experience

Preferences
  • Bank brokerage experience

Skills and Competencies
  • Ability to research and solve problems
  • Excellent verbal and written communication skills
  • Proficient at Microsoft Office (Excel, Word, etc)
  • Strong analyzing, coordinating, and follow up skills
  • Strong attention to detail

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$50,500.00 USD
Median:
$63,650.00 USD
Incentive Pay Plans:
This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Huntsville AL LOB
Location:
Huntsville, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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