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Investment Operations Associate Jobs in Colorado

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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

Ares Operations LLC

Analyst/Associate, Sales

Denver, CO

$14.50 - $19.50/hr

... investment offerings for the global wealth management channel. With a team of more than 150 ... Position Summary As a Sales Analyst/Associate, you will be partnered with one or more Regional ...

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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 13, 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.
Financial Advisor Associate-Investments & Portfolio Analyst

Financial Advisor Associate-Investments & Portfolio Analyst

Stifel

Denver, CO

$150K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 hours ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. This role blends relationship management, business development, and execution responsibilities with research-driven analysis, asset allocation support, and portfolio oversight to help clients achieve their financial goals.


  • Engage with clients and prospects to understand financial goals, risk tolerance, time horizons, and investment preferences.
  • Maintain a deep and current understanding of client needs to support suitable investment recommendations and long-term relationship growth.
  • Act as a secondary point of contact for clients, addressing questions, requests for analysis, and service needs in collaboration with the Financial Advisor.
  • Support business development efforts through networking, referrals, and participation in client events and industry seminars.
  • Perform portfolio evaluations and ongoing performance monitoring relative to client objectives, benchmarks, and risk parameters.
  • Analyze existing holdings to assess appropriateness, identify risks, and recommend portfolio adjustments when warranted.
  • Develop customized asset allocation and investment proposals using firm-approved analytical and planning tools.
  • Research market trends, product changes, and investment opportunities, synthesizing insights into actionable recommendations.
  • Assist in the creation, review, and updating of comprehensive financial plans.
  • Enter solicited and unsolicited trades at the direction of the Financial Advisor and process client-directed orders accurately.
  • Ensure adherence to regulatory requirements, firm policies, and team investment processes.
  • Identify and escalate client complaints, suspicious activity, trading errors, or compliance issues.'
  • Maintain accurate documentation and records.

  • Strong client relationship and advisory skills.
  • Solid understanding of investments, portfolios, and asset allocation.
  • Analytical, detail-oriented, and able to synthesize complex information.
  • Excellent communication and time-management skills.
  • High ethical standards in a regulated environment.

  • Minimum Required: Bachelor's degree in a relevant field or equivalent experience.
  • Minimum Required: 10+ years of financial services or brokerage experience.

  • Minimum Required: Series 7; and Series 63/65 or 66 as applicable.

  • Proficient in Microsoft Suite. #LI-AS1

Salary: USD $150,000.00/Yr. - USD $175,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidates qualifications, skills, and overall competencies for the position. The base salary is one component of Stifels overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifels current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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