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Investment Operations Associate Jobs in Illinois

Intersect Illinois

Operations Associate

Chicago, IL

OPERATIONS ASSOCIATE Intersect Illinois is the only statewide economic development organization ... Since 2016 Intersect has helped bring thousands of jobs and billions of dollars in investment into ...

University of Utah

Investment Management

Campus, IL

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

University of Utah

Investment Management

Campus, IL · On-site

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

University of Utah

Investment Management

Campus, IL · On-site

$75K - $90K/yr

The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the ...

M1 Finance

Broker Operations Associate

Chicago, IL

We seamlessly combine free investing and low cost borrowing all in one intuitive, automated Finance ... We are looking for a motivated operations professional who has experience handling brokerage middle ...

M1 Finance

Broker Operations Associate

Chicago, IL · On-site +1

$70K - $85K/yr

We seamlessly combine free investing and low cost borrowing all in one intuitive, automated Finance ... We are looking for a motivated operations professional who has experience handling brokerage middle ...

M1 Finance

Broker Operations Associate

Chicago, IL

$70K - $85K/yr

We seamlessly combine free investing and low cost borrowing all in one intuitive, automated Finance ... We are looking for a motivated operations professional who has experience handling brokerage middle ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Illinois

Investment Operations Associate information

See Illinois salary details

$21.3K

$94.1K

$206.9K

How much do investment operations associate jobs pay per year?

As of Jul 29, 2026, the average yearly pay for investment operations associate in Illinois is $94,066.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $113,900.00 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 Illinois? The most popular types of Investment Operations jobs in Illinois are:
What are popular job titles related to Investment Operations Associate jobs in Illinois? For Investment Operations Associate jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Illinois look for? The top searched job categories for Investment Operations Associate jobs in Illinois are:
What cities in Illinois are hiring for Investment Operations Associate jobs? Cities in Illinois with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Illinois as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $94,066 per year, or $45.2 per hour.

Sr. Investment Operations Associate-IOWA

RK Partners

Chicago, IL

Other

Posted 20 days ago

Job description

Senior Investment Operations Associate 

A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.

This role is ideal for someone who is detailoriented, processdriven, and experienced in investment operations within a fastpaced advisory environment.

Key Responsibilities

  • Execute trades accurately and in alignment with models, client objectives, and compliance standards
  • Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
  • Process and track alternative investment documentation and ensure compliance
  • Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
  • Identify and escalate operational issues, risks, or exceptions
  • Maintain workflow discipline, refine processes, and support operational scalability
  • Ensure data integrity across investment systems and assist with platform updates
  • Prepare investment reports and materials for advisor and client review

Qualifications

  • 3-5+ years of experience in Financial Services or Investment Operations
  • Bachelor's degree in finance, economics, accounting, financial planning, or related field
  • FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
  • Experience with Envestnet and custodial platforms strongly preferred
  • Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
  • Strong judgment, ownership mentality, and ability to escalate appropriately
  • Excellent communication, organization, and prioritization skills

Key Characteristics

  • High attention to detail and integrity
  • Processoriented with disciplined execution
  • Comfortable in a fastpaced environment
  • Collaborative, professional, and maintains confidentiality

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