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Investment Operations Associate Jobs in Indiana (NOW HIRING)

Identify opportunities to improve operational efficiency, streamline processes, and enhance ... Fulltime and parttime associates working 30 or more hours per week are generally eligible for ...

Identify opportunities to improve operational efficiency, streamline processes, and enhance ... Full-time and part-time associates working 30 or more hours per week are generally eligible for ...

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 ...

... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.

Client Service Associate - NR

Indianapolis, 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 ...

Client Service Associate - NR

Indianapolis, 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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Showing results 1-20

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 Jul 1, 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 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 Indiana? The most popular types of Investment Operations jobs in Indiana 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:
Infographic showing various Investment Operations Associate job openings in Indiana as of June 2026, with employment types broken down into 40% Full Time, 53% Part Time, and 7% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $92,371 per year, or $44.4 per hour.
Sr Investment Operations Analyst - HYBRID (Carmel, IN)

Sr Investment Operations Analyst - HYBRID (Carmel, IN)

CNO Financial Group

Carmel, IN • On-site

$81K - $121K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


CNO Financial Group rating

9.9

Company rating: 9.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

1st of 277 rated insurance


Job description

Job Details

The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus-eligible.

CNO Financial Group's 40|86 Advisors are hiring a Sr. Investment Operations Analyst to assist in the development and adherence of controls within the Investment Operations group and assist in the certain investment operations processes. This role will provide direct support to mid-level business or functional leaders of 40|86 Advisors and is also responsible for identifying process improvements and value-added project work while maintaining business continuity and timely reporting. This work also requires regular interaction with 40|86/CNO senior leaders and internal/external auditors.

This is your opportunity to exercise significant judgment, quality documentation, and strong communication skills within a SOX audit-controlled environment.

As a Sr. Investment Operations Analyst, your responsibilities will include:

  • Ensuring SOX key controls are adhered to, and designing and implementing new internal controls as needed.

  • Working with internal and external auditors regarding Investment Operation internal controls and substantiative testing work.

  • Interfacing with portfolio managers, traders, custodians, and broker dealers in support of investment decisions.

  • Detailed analytical and evaluative review of investment data.

  • Fixed Income and Option trade processing.

  • Mortgage loan set-up and payment processing.

  • Collateral review and processing.

The Sr. Investment Operations Analyst position is well-suited for you if you:

  • Have knowledge of financial and investment principles and practices.

  • Have strong business acumen, analysis skills, and written and verbal communication skills.

  • Can excel with new, complex, and evolving tasks in a fast-paced environment.

  • Are proficient with MS Excel, Access, Word, PowerPoint, and Oracle BI.

  • Are familiar with investment systems such as Bloomberg and WSO Markit.

What you'll need:

  • Bachelor's degree in Finance, Accounting, or related field.

  • 5 years of related work experience.

  • Understanding of and prior experience with SOX internal controls.

What will set you apart:

  • Problem-solving skills along with project management skills.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

  • Medical insurance

  • Dental insurance

  • Vision insurance

  • 401(k) retirement plan with company match

  • Short-term & long-term disability insurance

  • Paid time off and corporate holidays,

  • Paid parental leave

  • Company-paid life insurance

Click on this link for additional information.

This role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office. CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee.

At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

#LI-CD1

Compensation

Pay Range: $81,000.00 - $121,600.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.


CNO Financial Group logo

About CNO Financial Group

Sourced by ZipRecruiter

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

Industry

Insurance services

Company size

5,001 - 10,000 Employees

Headquarters location

Carmel, IN, US

Year founded

1979

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