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Investment Operations Associate Jobs in Florida (NOW HIRING)

Gartner

Operations Associate

Fort Myers, FL · Hybrid

The Operations Associate for Learning & Development provides a pivotal role in our success story ... We invest in great leaders who bring out the best in you and the company, enabling us to multiply ...

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Investment Operations Associate information

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$16.4K

$72.5K

$159.5K

How much do investment operations associate jobs pay per year?

As of Sep 14, 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?

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 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 September 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

Tampa, FL

Concurrent Investment Advisors
See more jobs at Concurrent Investment Advisorsexternal

$60K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Description
The Investment Operations Associate supports the firm’s investment platform infrastructure, portfolio management workflows, and advisor support processes within the Operations department. This role independently executes established workflows across WealthSelect and SMArtX account setup, trade monitoring, alternative investments processing, and data integrity, exercising working knowledge of platform requirements to resolve routine issues without close supervision.

This position coordinates with Transitions, Operations, Compliance, Investments, and Technology teams to support platform adoption and a consistent advisor experience. The Associate handles day-to-day custodian and advisor communications independently, escalating complex, high-risk, or precedent-setting issues to senior team members.

Responsibilities
  • Independently process the setup and configuration of WealthSelect accounts, ensuring operational and custodial requirements are met.
  • Manage SMArtX account onboarding, including G-number creation, Schwab FA master creation, target creation, client assignments, and rebalancer program setup for qualified and non-qualified accounts.
  • Monitor SMArtX and Black Diamond trading systems to identify and resolve failed or stale trades, escalating complex cases to relevant team members.
  • Serve as a day-to-day point of contact for routine custodian inquiries (Fidelity, Schwab, Goldman), escalating complex or high-risk items to senior team members.
  • Coordinate Tax Transition processing with internal investment team members to support seamless client transitions.
  • Use YCharts to prepare investment proposals supporting advisor recommendations and portfolio decisions.
  • Manage the Quarterly Share Class Conversion process across custodial platforms.
  • Coordinate SMA and CUSIP reviews with Transitions and Advisors during new manager onboarding within SMArtX.
  • Maintain investment data records and prepare reporting for leadership and advisor teams.
  • Process alternative investment transactions, including capital calls, subscriptions, and position setup across CAIS, iCapital, and Proteus.
  • Identify and resolve capital call fulfillment issues and account readiness gaps, escalating complex cases as needed.
  • Coordinate alternative position transfers with funds, custodians, and advisor teams during transitions.
  • Provide day-to-day advisor support during onboarding to WealthSelect, SMArtX, and related investment platforms.
  • Support and help facilitate Rebalancer and Black Diamond training sessions to drive advisor proficiency.
  • Support Black Diamond Model Marketplace (ALPs) administration, including routine model updates and advisor communications.
  • Support trade execution and correction processes, ensuring accuracy and compliance with internal and regulatory standards.
  • Process account opening, money movement, and NIGO resolution requests.
  • Coordinate RAFA onboarding activities in support of senior team members.
  • Perform other related duties and responsibilities as reasonably assigned.

Qualifications
  • Bachelor's degree in Finance, Business Administration, or related field preferred.
  • 2+ years of experience in RIA or broker-dealer operations, trading platform support, or portfolio operations.
  • Working knowledge of SMArtX, Black Diamond, and major custodians (e.g. Schwab, Fidelity, Goldman).
  • Solid understanding of alternative investments, trading workflows, and custodial platforms.
  • Proficiency in Microsoft Office, Practifi, A360, and workflow management tools (Moxo, Basecamp) preferred.
  • Strong attention to detail, communication skills, and a service-oriented mindset.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance