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Investment Operations Associate Jobs in Florida (NOW HIRING)

Northern Trust

Sr Investment Associate

Miami, FL

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Mantra Health

Care Operations Associate

Orlando, FL · On-site

We've raised over $34m from leading investors. We're looking for ambitious, talented, action ... Care Operations Associate to play a critical role in ensuring smooth and efficient student care ...

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Investment Operations Associate information

See Florida salary details

$16.4K

$72.5K

$159.5K

How much do investment operations associate jobs pay per year?

As of Aug 2, 2026, the average yearly pay for investment operations associate in Florida is $72,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $87,800.00 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 Florida? The most popular types of Investment Operations jobs in Florida are:
What are popular job titles related to Investment Operations Associate jobs in Florida? For Investment Operations Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Florida look for? The top searched job categories for Investment Operations Associate jobs in Florida are:
What cities in Florida are hiring for Investment Operations Associate jobs? Cities in Florida with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Florida as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $72,542 per year, or $34.9 per hour.

Investment Operations Associate (Full-Time)

Southern Wealth

Tallahassee, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Investment Operations Associate (Full-Time)
Industry: Financial Planning
Compensation: Annual salary commensurate with experience plus comprehensive benefits package including bonuses (note that salary will be discussed very early in the application process)
Location: Tallahassee, FL, on-site position
Summary of Mandatory Qualifications:
  • Bachelor's Degree in finance or related field preferred, but industry experience can be substituted
  • At least 1-3 years of experience in financial services
  • Ability to work full-time Monday - Friday, 8:00am - 5:00 pm, in our Tallahassee, FL office
  • Ability to pass both a background check and drug test

Who we are:
At Southern Wealth, we're built on trust, not transactions. We take the time to listen and get to know our clients and what is most important to them. We spend our days developing strategies, tailored to help our clients achieve their goals and optimize their wealth, by offering comprehensive services and solutions. Our approach is rooted in Southern hospitality: we care about family, do what we say, and go the extra mile. It's that simple, and it's this mantra that has helped our firm grow in business over the past several years.
We are a small, boutique firm backed by the resources of the Fortune 500 ranked Northwestern Mutual. In 2025, Southern Wealth was ranked Forbes Best-In-State Wealth Management Teams and our founder, Ben Gantt, was ranked Top Financial Security Professional Best-In-State. If this sounds like the type of firm you would like to be a part of, read on...
About this job opening:
Southern Wealth is seeking a detail-oriented Investment Operations Associate to support the Director of Investments and ensure the operational integrity of our investment platform. This position plays a vital role in trade execution, client onboarding, and ongoing account maintenance. The ideal candidate would want to develop a solid understanding of investment operations and thrives working in a fast-paced environment with a collaborative, client-centric team. Success in this position requires a blend of outstanding interpersonal communication and robust analytical capabilities, paired with a methodical approach to problem-solving. If you are eager to develop professionally and make a meaningful impact on clients' lives, we invite you to explore this opportunity further.
Key responsibilities (but are not limited to):
  • Support trade execution, settlement monitoring, and portfolio rebalancing
  • Coordinate and manage investment client onboarding and required documentation
  • Maintain and process account updates, transfers, contributions/distributions, and cash movements
  • Support reporting, compliance documentation, and efforts to strengthen operational controls and workflows
  • Prepare investment paperwork
  • Handle the end-to-end trade lifecycle, from preparation and review to execution, while ensuring precision and prompt submissions
  • Monitor trade confirmations, settlements, and exception resolution with custodians and counter-parties
  • Review investment account paperwork for completeness and accuracy
  • Manage the transition of assets and account funding for new investment client onboarding
  • Contact and advise clients on investment service-related items
  • Monitor and manage daily alerts
  • Manage cash movements, deposits, withdrawals, and transfer requests
  • Oversee the processing of account documentation, including openings, rebalances, beneficiary updates, and transfers
  • Prepare regular operational and performance reports (daily trade reports, reconciliation summaries, monthly reports)

Requirements
  • Bachelor's Degree in finance or related field preferred, but industry experience can be substituted
  • At least 1-3 years' experience in financial services
  • Experience executing cash movement transactions (e.g. wires, ACH, deposits, internal transfers)
  • Proficient with Excel
  • Proficient with trading systems or portfolio tools (preferred but not mandatory)
  • Proficient with Customer Relationship Management (CRM) platforms
  • Strong attention to detail, effective written and verbal communication, and a collaborative approach
  • Ability to pass both a background check and drug test

License/Certification:
  • Series 7 (Preferred, but not required)
  • Series 63 and 65 or 66 (Preferred, but not required)
  • Florida 2-15 License (Preferred, but not required)
  • *Note that Southern Wealth would provide access to training to achieve these licenses if you don't already have them

Personal Attributes:
  • Strong analytical, organizational, and problem-solving skills
  • Excellent communication and interpersonal abilities, with a client service mindset
  • Able to work independently and collaboratively
  • Detail-oriented
  • Self-sufficient and ability to work with a high degree of autonomy
  • Proven ability to resolve issues independently
  • Continuous improvement (lifelong learning)
  • Adaptability to changing investment strategies
  • High ethical standards and integrity
  • Continuous interest and focus on emerging investment strategies involving alternative investments, private equity, etc.

Benefits
  • Annual salary commensurate with experience (note that salary will be discussed very early in the application process)
  • Bonuses based meeting individual and firm's financial goals
  • Short- and long-term group disability insurance paid for by the firm
  • Optional dental, vision, and Aflac (at employee's expense, but at a discounted rate)
  • 401K (eligible 1st of the month after 30 calendar days); matching 100% up to 3%, 50% up to 5%
  • Subsidy for medical insurance (eligible 1st of the month after 30 calendar days)
  • PTO: 10 days per year, prorated based on hiring date
  • Nine (9) paid major holidays, including two days for Christmas and two days for Thanksgiving
  • Frequent off-site team building activities and celebrations

Apply