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Investment Operations Associate Jobs in Colorado

Orion Group

Operating Associate

Boulder, CO · On-site

We are the employer-of-choice for top talent in our industry, and we invest in development to ... You will learn the disciplines of Continuous Improvement, the operational problem-solving ...

Orion Group

Operating Associate

Boulder, CO · On-site

We are the employer-of-choice for top talent in our industry, and we invest in development to ... You will learn the disciplines of Continuous Improvement, the operational problem-solving ...

Continuum Advantage LLC

Client Associate

Denver, CO · On-site

$70K - $90K/yr

... Associate to join their team. Responsibilities: * Client Relationship Management: Build and ... Investment Operations: Coordinate investment-related activities, including trade execution ...

Hunt

Real Estate Asset and Investment Associate

Denver, CO · On-site

$120K - $150K/yr

A Brief Overview The Real Estate Development and Investment Associate is part of a team that works ... Two to three years of experience in Multifamily transactions and operations is preferred. Preferred

MorningStar Senior Living

Investment Analyst

Englewood, CO · On-site

$75K - $85K/yr

JOB SUMMARY Investments Associate will play a critical role in driving MorningStar Senior Living ... Financial & Operational Oversight * Prepare templates and review monthly reporting packages and ...

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Investment Operations Associate information

See Colorado salary details

$23.1K

$102.1K

$224.5K

How much do investment operations associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for investment operations associate in Colorado is $102,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $123,600.00 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 Colorado? The most popular types of Investment Operations jobs in Colorado are:
What are popular job titles related to Investment Operations Associate jobs in Colorado? For Investment Operations Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Colorado look for? The top searched job categories for Investment Operations Associate jobs in Colorado are:
What cities in Colorado are hiring for Investment Operations Associate jobs? Cities in Colorado with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Colorado as of June 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $102,074 per year, or $49.1 per hour.

Trading and Client Operations Associate - Dechtman Wealth Management

Hightower

Centennial, CO • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Your Future Team
As part of our dedicated wealth management team in Denver, you'll be joining a practice founded in 1984 and built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client's specific goals, never cookie-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You'll be part of a collaborative, client-focused environment where success is measured by helping others achieve their financial goals. You will report to the Senior Wealth Advisor.
What You'll Do
Trading & Portfolio Implementation
  • Execute trades across client accounts in accordance with portfolio models and advisor direction
  • Ensure accurate and timely trade settlement and reconciliation
  • Monitor cash levels and raise cash for distributions, fees, and rebalancing
  • Assist with portfolio rebalancing and implementation of investment strategies
  • Coordinate with custodians to resolve trade-related issues

Cash Management & Client Transactions
  • Process client withdrawals, distributions, and money movements
  • Coordinate ACH, wire requests, and check disbursements
  • Verify funding availability and ensure documentation for all transactions
  • Troubleshoot and resolve transaction-related issues with custodians and clients

Client Service & Support (Post-Market Hours Focus)
  • Support the team with client service requests after market close
  • Help with account maintenance, service follow-ups, and client inquiries
  • Help ensure accurate completion of client requests
  • Provide a high level of responsiveness and professionalism in all client interactions

Account Maintenance & Operations
  • Open, update, and maintain client accounts across systems
  • Maintain accurate client records in CRM and portfolio management systems
  • Help with account linking, beneficiary updates, and banking instructions
  • Support reporting and data accuracy across platforms

Compliance & Documentation
  • Maintain proper documentation for trades, distributions, and client requests
  • Help with compliance tracking for client transactions and correspondence
  • Ensure all activities meet practice and regulatory standards

Team & Operational Support
  • Collaborate with advisors and team members to ensure smooth daily operations
  • Help with process improvements and operational efficiencies
  • Provide backup support for administrative tasks

What You'll Bring
  • 1 or more years of experience in financial services, wealth management, or trading operations preferred
  • Experience with custodial platforms such as Schwab is strongly preferred
  • Understanding of trading workflows, cash management, and account operations
  • Familiarity with portfolio management systems such as Black Diamond is a plus
  • Ability to manage multiple priorities in a fast-paced environment
  • Excellent communication and organizational skills
  • High level of professionalism and discretion when handling client information
  • Proficiency in Microsoft Office Suite and CRM systems
  • Bachelor's degree in Business, Finance, or related field preferred
  • Client-focused mindset with a commitment to delivering quality service
  • Ability to work both independently and as part of a team

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Generous PTO benefits
  • Student loan assistance
  • Pet insurance
  • Annual base salary of $75,000 - $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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