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Investment Operations Associate Jobs in Indiana (NOW HIRING)

The Andersons, Inc.

Worker II, Operations

Delphi, IN · On-site

We invest in our team through development opportunities, meaningful career paths, and a culture ... Position Overview The Operations Worker II position supports daily activities related to the ...

Stifel

Client Service Associate - NR

Evansville, IN · On-site

$13.75 - $19/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

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Investment Operations Associate information

See Indiana salary details

$20.9K

$92.4K

$203.2K

How much do investment operations associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment operations associate in Indiana is $92,371.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,900.00 and $111,800.00 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 Indiana?

The most popular types of Investment Operations jobs in Indiana are:

What are popular job titles related to Investment Operations Associate jobs in Indiana?

For Investment Operations Associate jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Indiana look for?

The top searched job categories for Investment Operations Associate jobs in Indiana are:

What cities in Indiana are hiring for Investment Operations Associate jobs?

Cities in Indiana with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $92,371 per year, or $44.4 per hour.

Investment Operations Associate

GSG Wealth Management

Evansville, IN • On-site

$60K - $70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

General Responsibilities

GSG Wealth Management is a comprehensive financial planning firm seeking a professional and detail-oriented Investment Operations Associate. In this role, the professional will carry out operations and servicing for investment accounts for clients of GSG Wealth Management. The ideal candidate will demonstrate strong analytical skills, exceptional attention to detail, and a commitment to supporting clients' financial goals through efficient investment operations and financial planning support. As a member of the 17-person GSG team, this associate will help maintain an efficient, effective, and highly organized office environment. Specific responsibilities may include but are not limited to:

Investment Operations

  • Communicate effectively with advisors and clients
  • Initiate purchase and sale of securities that align with clients’ goals
  • Process fund/NMIS transfers, exchanges, and redemption requests
  • Understand, open accounts for, and initiate changes to sophisticated investment strategies (MAMs, SMAs, alternative investment solutions)
  • Thoroughly review NMIS forms for completeness and proactively attain any missing informationProcess service requests including funds disbursements, account transfers, and journaling between accounts
  • File new statements, account forms and other investment-related materials
  • Complete initial data input for investment account analysis
  • Utilize financial software to track investments, generate reports, and analyze data effectively
  • Act as liaison between Financial Advisor and third-party investment firms to troubleshoot business, client, and access needs
  • Assist in receiving and forwarding checks and related paperwork to the network and home office
  • Work with network office, NMIS, and fund families to resolve client account issues
  • Analyze client investment holdings and opportunities and provide potential solutions to Financial Advisor

 

Client Service

  • Deliver excellent service to clients, ensuring questions are answered quickly and accurately 
  • Process account maintenance requests
  • Contact clients to confirm receipt of forms and request return of outstanding documents
  • Prepare/print letters of instruction for client signature
  • Participate, with the support of employing financial advisor, in various activities of the sales cycle
  • Maintain efficient systems for account follow-up and service requirements

Team Responsibilities

  • Understand and support the firm’s vision, mission and strategy
  • Collaborate with team members on complex investment cases
  • Continually improve processes and procedures to best serve clients
  • Complete strategic initiatives and projects as assigned by GSG Partners and/or Practice Manager

Qualifications

  • Required: Attainment of Series 7 & 63 within 6 months of employment (material & testing covered by GSG)
  • Preferred: Experience in securities industry and/or administrative support/customer service

                       Bachelor’s degree

  • Proficiency in financial software applications for data analysis and reporting
  • Strong organizational and time management skills
  • Ability to maintain a high degree of accuracy in handling detailed work
  • Proactivity in problem solving
  • Curiosity, pattern recognition, and ability to perform simple analysis of financial holdings
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
  • Strong math and data entry skills
  • Ability to multi-task, prioritize, and meet deadlines
  • Ability to adapt to change and identify opportunities for process improvements
  • Ability to maintain confidentiality


Salary and Benefits:

  • Range: $60,000-$70,000
  • Professional development assistance
  • 401(k)
  • 401(k) matching
  • Paid time off
  • Health insurance
  • Vision insurance
  • Dental insurance


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