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Investment Operations Associate Jobs in Delaware

JPMorgan Chase & Co

Client Tax Senior Associate

Newark, DE · On-site

$80K - $99K/yr

As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting ... Our history spans over 200 years and today we are a leader in investment banking, consumer and ...

JP Morgan Chase

Client Tax Senior Associate

Newark, DE · On-site

$80K - $99K/yr

As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting ... Our history spans over 200 years and today we are a leader in investment banking, consumer and ...

Fairygodboss

Client Tax Senior Associate

Newark, DE · On-site

$79K - $99K/yr

As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting ... Our history spans over 200 years and today we are a leader in investment banking, consumer and ...

Trueseek

Investment Funds Attorney (DE)

Wilmington, DE · On-site

$320K - $500K/yr

Advise sponsors fund managers and institutional investors on the formation structuring and ongoing operation of private investment funds including private equity funds hedge funds and venture funds ...

JPMorgan Chase & Co.

PMG Controls Associate

Newark, DE · On-site

$29.50 - $38.75/hr

PMG Controls Associate The Portfolio Management Group (PMG) is the implementation engine for ... PMG partners closely with Investment Strategy, Trading, Product, Technology, Operations, Risk, and ...

BlackRock

Associate

Wilmington, DE · Hybrid

$96K - $125K/yr

Collaborate with client investment, technology, and data professionals to ensure alignment and ... Create dedicated client documentation with standard templates and partner with Data Operations to ...

New

BlackRock, Inc.

Associate

Wilmington, DE · On-site

$96K - $125K/yr

Collaborate with client investment, technology, and data professionals to ensure alignment and ... Create dedicated client documentation with standard templates and partner with Data Operations to ...

JP Morgan Chase

Trade Lifecycle Associate I

Newark, DE · On-site

Prior custody/treasury operation services, markets operational experience. * Understanding of SWIFT ... Our history spans over 200 years and today we are a leader in investment banking, consumer and ...

JPMorgan Chase & Co.

PMG Controls Associate

Newark, DE · On-site

$29.50 - $39/hr

PMG Controls Associate The Portfolio Management Group (PMG) is the implementation engine for ... PMG partners closely with Investment Strategy, Trading, Product, Technology, Operations, Risk, and ...

JPMorgan Chase & Co

PMG Controls Associate

Newark, DE · On-site

$29.50 - $39/hr

PMG Controls Associate The Portfolio Management Group (PMG) is the implementation engine for ... PMG partners closely with Investment Strategy, Trading, Product, Technology, Operations, Risk, and ...

JP Morgan Chase

PMG Controls Associate

Newark, DE · On-site

$29.50 - $39/hr

PMG Controls Associate The Portfolio Management Group (PMG) is the implementation engine for ... PMG partners closely with Investment Strategy, Trading, Product, Technology, Operations, Risk, and ...

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Showing results 21-40

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Delaware

Investment Operations Associate information

See Delaware salary details

$22K

$97.2K

$213.7K

How much do investment operations associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for investment operations associate in Delaware is $97,156.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $117,600.00 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 Delaware?

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

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

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

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

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

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Delaware as of September 2026, with employment types broken down into 80% Full Time, 14% Part Time, 2% Temporary, 2% Contract, and 2% Nights. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $97,156 per year, or $46.7 per hour.

Client Tax Senior Associate

Newark, DE • On-site

JPMorgan Chase & Co
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Coexternal

$80K - $99K/yr

Full-time

Medical, Retirement

Posted 19 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description

Make an impact in a role where accuracy, curiosity, and continuous improvement matter. You will help protect data integrity and support compliant client reporting in a fast-paced operations environment. Join a team that values learning, collaboration, and well-controlled execution.


As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting accurate United States information reporting and withholding processes for our clients. You analyze data, execute controls, and help identify opportunities to improve efficiency through process enhancements and automation. Working closely with partners across teams, you help deliver reliable outcomes and a strong client experience.

Job responsibilities

  • Analyze financial and transactional data relevant to United States information reporting and withholding
  • Build and maintain reports that monitor data accuracy, timeliness, and exceptions
  • Identify trends and discrepancies, document findings, and recommend remediation actions
  • Execute standardized workflows for cost basis processing and related reconciliations
  • Perform daily controls, manage exceptions, and resolve breaks with clear audit trails
  • Track key performance indicators and service level commitments and escalate risks as needed
  • Apply applicable tax rules and industry standards to support ongoing compliance
  • Support automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testing
  • Reconcile data across systems, investigate root causes of discrepancies, and implement preventive actions
  • Collaborate with cross-functional partners to communicate insights, changes, and operational updates

Required qualifications, capabilities, and skills

  • Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field (or equivalent practical experience)
  • 5+ years of experience in delivering intelligent automation and business analysis or equivalent experience
  • Proficiency with Microsoft Excel, including functions, lookups, and pivot tables
  • Ability to learn data analytics and automation tools such as Alteryx and SQL
  • Ability to analyze datasets, identify exceptions, and document findings clearly with attention to detail
  • Ability to follow standardized procedures and maintain well-controlled execution with clear evidence and audit trails
  • Ability to prioritize daily deliverables, manage exceptions, and escalate appropriately
  • Effective written and verbal communication skills for partnering across teams
  • Commitment to learning and applying changing regulatory or policy requirements relevant to the role
  • Demonstrated problem-solving ability and intellectual curiosity
  • Drive to learn quickly in a fast-paced environment

Preferred qualifications, capabilities, and skills

  • Experience supporting United States tax operations, information reporting, withholding, or cost basis processing
  • Familiarity with reconciliation practices and control frameworks in an operations environment
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
  • Experience documenting procedures or contributing to process improvement initiatives
  • Exposure to dashboards or operational metrics design to monitor service performance
  • Preferred experience supporting more than one CCB Operations Function/Line of Business
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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