... Operations Associate to help drive the company's highest-priority strategic initiatives and ... WHAT YOU WILL NEED * 2 - 4 years of experience in management consulting, investment banking ...
... Operations Associate to help drive the company's highest-priority strategic initiatives and ... WHAT YOU WILL NEED * 2 - 4 years of experience in management consulting, investment banking ...
Financial Planning Associate-West L.A.
Chicago, IL · On-site
$80K - $95K/yr
Financial Planning Associate The Financial Planning Associate is an integral part of the of the ... Support investment operations team as needed * Generate all materials needed for clients reviews in ...
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Financial Planning Associate-West L.A.
Chicago, IL · On-site
$80K - $95K/yr
Financial Planning Associate The Financial Planning Associate is an integral part of the of the ... Support investment operations team as needed * Generate all materials needed for clients reviews in ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the ... Support investment operations team as needed * Generate all materials needed for clients reviews in ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the ... Support investment operations team as needed * Generate all materials needed for clients reviews in ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the ... Support investment operations team as needed * Generate all materials needed for clients reviews in ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the ... Support investment operations team as needed * Generate all materials needed for clients reviews in ...
Associate, Trade Operations
Chicago, IL · On-site
Our Company Oaktree is a leader among global investment managers specializing in alternative ... Responsibilities The Associate position within Trade Operations serves as a critical operational ...
Associate, Trade Operations
Chicago, IL · On-site
Our Company Oaktree is a leader among global investment managers specializing in alternative ... Responsibilities The Associate position within Trade Operations serves as a critical operational ...
Our Company Oaktree is a leader among global investment managers specializing in alternative ... Responsibilities The Associate position within Trade Operations serves as a critical operational ...
Our Company Oaktree is a leader among global investment managers specializing in alternative ... Responsibilities The Associate position within Trade Operations serves as a critical operational ...
... children by investing in families and strengthening communities through data-informed ... The Finance Operations Associate will drive projects that benefit the greater financial health of ...
New
... children by investing in families and strengthening communities through data-informed ... The Finance Operations Associate will drive projects that benefit the greater financial health of ...
New
Associate, Cash Operations
Chicago, IL · On-site
What We Do Founded in 2010, Core is a vertically integrated real estate investment manager focused ... By collaborating with banking partners and cross-functional teams, the Cash Operations Associate ...
Associate, Cash Operations
Chicago, IL · On-site
What We Do Founded in 2010, Core is a vertically integrated real estate investment manager focused ... By collaborating with banking partners and cross-functional teams, the Cash Operations Associate ...
Associate Manager, Risk Operations Locations : Chicago | NYC | Florida| Hybrid About the Role SS&C ... This position supports the client's alternative investment platform with a focus on macro ...
Associate Manager, Risk Operations Locations : Chicago | NYC | Florida| Hybrid About the Role SS&C ... This position supports the client's alternative investment platform with a focus on macro ...
Associate Manager, Risk Operations Locations : Chicago | NYC | Florida | Hybrid About the Role SS&C ... This position supports the client's alternative investment platform with a focus on macro ...
Associate Manager, Risk Operations Locations : Chicago | NYC | Florida | Hybrid About the Role SS&C ... This position supports the client's alternative investment platform with a focus on macro ...
THE ROLE As a Digital Operations Research Associate, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous ...
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THE ROLE As a Digital Operations Research Associate, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous ...
Investor Services Associate
Oak Brook, IL · On-site
$60K - $70K/yr
Investor Services Associate As an Investor Services Associate, you will support the full investor ... investment operations, fund administration, accounting, mortgage services, or client service ...
Investor Services Associate
Oak Brook, IL · On-site
$60K - $70K/yr
Investor Services Associate As an Investor Services Associate, you will support the full investor ... investment operations, fund administration, accounting, mortgage services, or client service ...
FI Operations, Senior Associate (Loan Data Integrity)
Chicago, IL · On-site
$105K - $115K/yr
Position Summary Guggenheim Investments is seeking an organized and detail-oriented candidate to ... The Data Integrity Senior Associate position is within the Operations department based in the ...
FI Operations, Senior Associate (Loan Data Integrity)
Chicago, IL · On-site
$105K - $115K/yr
Position Summary Guggenheim Investments is seeking an organized and detail-oriented candidate to ... The Data Integrity Senior Associate position is within the Operations department based in the ...
AI Associate
Chicago, IL · On-site
$65K - $75K/yr
CLEAR INVESTMENT GROUP AI Associate Chicago, IL • In-Office • $65K-$75K Base • Performance ... Work with department heads across acquisitions, asset management, finance, and operations to ...
AI Associate
Chicago, IL · On-site
$65K - $75K/yr
CLEAR INVESTMENT GROUP AI Associate Chicago, IL • In-Office • $65K-$75K Base • Performance ... Work with department heads across acquisitions, asset management, finance, and operations to ...
AI Associate
Chicago, IL · On-site
$65K - $75K/yr
CLEAR INVESTMENT GROUP AI Associate Chicago, IL · In-Office · $65K-$75K Base · Performance Bonus ... Work with department heads across acquisitions, asset management, finance, and operations to ...
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AI Associate
Chicago, IL · On-site
$65K - $75K/yr
CLEAR INVESTMENT GROUP AI Associate Chicago, IL · In-Office · $65K-$75K Base · Performance Bonus ... Work with department heads across acquisitions, asset management, finance, and operations to ...
Cultivate a team-focused mentality across the larger Investment Operations team * Responsible for the management, development, and mentorship of Associates/Sr. Associates Qualifications * Bachelor ...
Cultivate a team-focused mentality across the larger Investment Operations team * Responsible for the management, development, and mentorship of Associates/Sr. Associates Qualifications * Bachelor ...
Cultivate a team-focused mentality across the larger Investment Operations team * Responsible for the management, development, and mentorship of Associates/Sr. Associates Qualifications * Bachelor ...
Cultivate a team-focused mentality across the larger Investment Operations team * Responsible for the management, development, and mentorship of Associates/Sr. Associates Qualifications * Bachelor ...
Strategy and Operations Associate
Chicago, IL · On-site +1
About the Role As Strategy & Operations Associate, you will work shoulder-to-shoulder with our ... investment banking or private equity, a hyper-growth startup, a founding or early-team role, or a ...
Strategy and Operations Associate
Chicago, IL · On-site +1
About the Role As Strategy & Operations Associate, you will work shoulder-to-shoulder with our ... investment banking or private equity, a hyper-growth startup, a founding or early-team role, or a ...
Investment Associate
Chicago, IL · On-site
$80K - $133K/yr
Role Summary As a member of the Outsourced Chief Investment Officer("OCIO") team, the Associate ... in investments, trading, operations CFA candidate preferred Salary Range Salary Range: $80,800 ...
Investment Associate
Chicago, IL · On-site
$80K - $133K/yr
Role Summary As a member of the Outsourced Chief Investment Officer("OCIO") team, the Associate ... in investments, trading, operations CFA candidate preferred Salary Range Salary Range: $80,800 ...
About the Role As Strategy & Operations Associate, you will work shoulder-to-shoulder with our ... investment banking or private equity, a hyper-growth startup, a founding or early-team role, or a ...
Quick apply
About the Role As Strategy & Operations Associate, you will work shoulder-to-shoulder with our ... investment banking or private equity, a hyper-growth startup, a founding or early-team role, or a ...
Investment Operations Associate information
See Illinois salary details
$21.3K - $38.2K
4% of jobs
$38.2K - $55.1K
14% of jobs
$58.9K is the 25th percentile. Wages below this are outliers.
$55.1K - $71.9K
32% of jobs
The median wage is $72.4K / yr.
$71.9K - $88.8K
18% of jobs
$88.8K - $105.7K
7% of jobs
$106.1K is the 75th percentile. Wages above this are outliers.
$105.7K - $122.5K
12% of jobs
$122.5K - $139.4K
9% of jobs
$139.4K - $156.3K
4% of jobs
$156.3K - $173.1K
0% of jobs
$173.1K - $190K
0% of jobs
$190K - $206.9K
0% of jobs
$21.3K
$94.1K
$206.9K
How much do investment operations associate jobs pay per year?
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 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.

Full-time
Medical, Dental, Vision, Retirement
Posted 8 days ago
Job description
ABOUT US
HirexHire (pronounced hire by hire) is a Chicago-based recruiting and talent consultancy that integrates with companies short-term to provide long-term talent solutions. We take a seat in our client’s everyday operations to understand their people's goals, gaps, and challenges. We then develop and implement the processes and technologies to execute a sustainable and scalable talent plan.
We partner with companies expecting or experiencing high growth who need to hire at scale or fill a critical role rapidly. Our clients are not looking for quick-fix placements but are thoughtfully building a hiring strategy to scale their businesses.
OUR CLIENT
Location: Chicago, IL HQ
Industry: Healthcare Technology (SaaS)
Company Size: 50+
What They Do: Our client is a cloud-based software platform and patient engagement technology that automates the collection of patient reported outcomes. It also offers procedure-specific education modules to help prepare patients for treatments and proactively monitors their recovery.
Contact HirexHire for more client information
THE ROLE
Our client is seeking a Strategy & Operations Associate to help drive the company's highest-priority strategic initiatives and strengthen the operational systems that support long-term growth. Working closely with the Chief of Staff and executive leadership team, this individual will help build and scale a newly established Strategic Program Office (SPO), leading cross-functional initiatives, improving execution across the organization, and ensuring the company's most important priorities are delivered efficiently. This role is ideal for a highly analytical operator who enjoys solving complex problems, bringing structure to ambiguity, and turning strategy into measurable results.
WHAT YOU WILL DO
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Lead cross-functional strategic initiatives from planning through execution, partnering with leaders across Product, Engineering, Commercial, Finance, Customer Success, and Operations.
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Manage the company's portfolio of strategic initiatives, ensuring projects have clear ownership, measurable goals, defined timelines, and executive visibility.
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Help build and mature the Strategic Program Office by establishing governance, operating rhythms, portfolio management processes, and accountability frameworks.
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Partner with executive leadership on strategic planning, organizational priorities, executive communications, board materials, and other high-impact business initiatives.
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Develop executive-ready analyses, presentations, and recommendations that simplify complex information and support informed decision making.
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Define success metrics for strategic initiatives, monitor key performance indicators, identify execution risks, and recommend corrective actions when needed.
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Identify opportunities to improve operational efficiency by leveraging AI tools, automation, and standardized workflows across the business.
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Facilitate cross-functional alignment by driving accountability, removing execution roadblocks, and maintaining momentum on critical company priorities.
WHAT YOU WILL NEED
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2 - 4 years of experience in management consulting, investment banking, private equity, corporate strategy, business operations, or a similar strategic role within a high-growth SaaS or technology company.
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Proven ability to lead complex cross-functional initiatives and influence stakeholders without direct authority.
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Exceptional analytical, critical thinking, and problem-solving skills with the ability to navigate ambiguity and develop actionable recommendations.
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Strong written and verbal communication skills with experience creating executive-level presentations, analyses, and business communications.
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Highly organized with the ability to manage multiple priorities while maintaining attention to detail in a fast-paced environment.
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Demonstrated ownership mindset with the ability to build structure, improve processes, and drive initiatives to completion with minimal oversight.
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Experience using AI tools and modern productivity technologies to improve workflows, communication, or operational efficiency.
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Bachelor's degree required. Experience within healthcare technology, B2B SaaS, go-to-market strategy, product strategy, or revenue operations is highly preferred.
WHAT OUR CLIENT OFFERS YOU
Our client was selected as one of the top 50 "Best Small Companies to Work For in Chicago" and they pride themselves on their team culture and shared passion for working together to solve meaningful problems in health care to improve patient lives. Check out a few of their benefits below:
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Great Benefits - top-notch health, dental and vision insurance. Additional perks available including 401K.
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They are Mission Driven - our client's team is motivated to solve complex problems, drive medicine forward, and ultimately improve patient outcomes.
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True Idea Meritocracy - great ideas win out. They encourage all team members to challenge the status quo because their mission demands this.
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Flexible Time Off - they trust you to take the time you need when you feel it is appropriate, given your workload and responsibilities. No need to track it or save up.
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World-Class Team - they’re at the top of our industry because of our employees. They’re the best investment they can make, and they never forget that.
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Fast Growing - they are building the largest platform for healthcare providers, industry partners, researchers, and others to collaborate on the mission to improve patient outcomes.