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Investment Operations Associate Jobs in Indiana (NOW HIRING)

Williams

Operations Technician

New Albany, IN · On-site

$50 - $80/hr

Join a Fortune 500 team that invests in your growth, values your contributions, and challenges you ... Associate degree preferred Tech Skills That Set You Apart * Proficiency in Microsoft Office and PC ...

Amazon

Senior Manager, Operations

Indianapolis, IN · On-site

Our mission is to deliver operational excellence while creating an environment where associates grow and thrive. In the years ahead, we are investing in new technologies and processes that will ...

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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.

Senior Associate - Alternative Investments

SS&C

Evansville, IN • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Job Title: Senior Associate, Investor Services

Locations: Evansville, IN - Hybrid

About the Role

As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. They work closely with our clients by instructing cash movement, responding to inquiries, resolving issues, coordinating service delivery, and processing transfer and record updates for our hedge fund clients.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Review investor statements beforeclient review
  • Approve investor contract notes and statements for distribution
  • Handle daily/routine client information requests via email and phone
  • Review andprocessinvestor subscriptions, redemptions, transfers,assignmentsand contact changes
  • Preparewire transfer instructionsin accordance withinvestor and/or fund management instructions
  • Processcash, money movements, andreconciliations
  • Support the year-end audit process, in collaboration with the team, client and auditors
  • Train employees when appropriate
  • Ability to analyze,establishand review new client launch and conversion fund data

Required Experience

  • Bachelor's Degree inFinance,Business Administration or similar field
  • 2-4 years' experience in financial/clientservices
  • Excellent interpersonal and communication skills
  • Knowledge of hedge fundsorprivate equityisa plus
  • Knowledge of Anti-Money Laundering(AML)and KYC procedures
  • Proficient in Microsoft Office suite, with emphasis on Excel
  • Team playermentality with a positive attitude
  • Strong attention to detail with the ability tomanage shifting priorities

Join SS&C, where innovation meets global opportunities. Click here to apply.

#LI-JS1

#LI-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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