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Investment Operations Associate Jobs in Delaware

Trueseek

Investment Funds Attorney (DE)

Wilmington, DE

$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 ...

Chase

Trade Support Associate I

Newark, DE · On-site

$16.75 - $21.50/hr

... operations and ensuring seamless execution across global markets. As a Trade Support Associate in ... The Prime Finance Trading Services Team is a part of the Corporate and Investment Bank which is a ...

RMS ENERGY

Operations Project Manager - ERS

Dover, DE · On-site

Completion of a trade school program, technical college, associate degree, or skilled trade ... investment guidance * Top-Tier Equipment - Provided to support you in the field * Compensated ...

JP Morgan Chase

Trading Services Associate I

Newark, DE

$15.50 - $20.75/hr

As a Markets Asset Servicing Associate within the Commercial & Investment Bank, you will play a key ... Lead and oversee daily operations for corporate action events across multiple markets and ...

JPMorgan Chase & Co

Trading Services Associate I

Newark, DE

$15.50 - $20.75/hr

As a Markets Asset Servicing Associate within the Commercial & Investment Bank, you will play a key ... Lead and oversee daily operations for corporate action events across multiple markets and ...

BlackRock, Inc.

Associate

Wilmington, DE · On-site

$99K - $108K/yr

Support processes related to Personal Investments, Outside Business Activities (OBA) and Gifts ... operational assistance. Provide support in optimizing Employee Compliance workflows and offers ...

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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 Jul 13, 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 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 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:
Investment Operations Associate jobs near you
Associate, Data Operations and Reporting

Associate, Data Operations and Reporting

Tiedemann Advisors

Wilmington, DE • On-site

Full-time

Posted 6 days ago

Job description

Company Description
AlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network. AlTi has over 400 employees and assets under management of $50 billion with access to substantial capital for further investments.
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com.
Job Description
AlTi is seeking an Associate for a newly created Data Operations and Reporting Team as part of our continued global growth. The Associate will be a key team member as we build out the Data Ownership, and Reporting/Analytics Team. The role will focus on how data is captured, maintained, and made accessible to users. We are looking for someone with an understanding of and compliance with SOX, data governance principles, information barriers and information security.
The Data Operations and Reporting Team will work to map and optimize dataflows/data processes across the business, deliver intelligence from data, and maintain data quality through effective data governance and management to provide a "single source of truth".
Job Responsibilities
  • Drive implementation of data operations function to support data integrity, reporting, trading, and portfolio management
  • Identify and automate data manipulation tasks performed by the business by continuously monitoring and evaluating incoming data
  • Establish a center of excellence for modelling, visualizing, and reporting data
  • Work on new product development and enhancements including evaluating new or alternative technologies to improve workflow and product offering
  • Monitor escalation items for clients and advisors as well as research and respond accordingly
  • Assist with presentations and proposals using Microsoft PowerPoint and Excel

Qualifications
  • Bachelor's Degree
  • Minimum of 5 years' experience within financial services
  • Strong written and verbal communication skills
  • Solutions oriented professional
  • Ability to prioritize, be exceptionally organized, and have extreme attention to detail
  • Ability to communicate effectively cross-functionally with people at all levels of seniority
  • Superb analytical skills
  • Experience with systems relating to performance reporting and client relationship management, preferably Addepar and Salesforce
  • Desire to work within a collaborative, fast paced team environment
  • Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint

Additional Information
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

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