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Investment Operations Associate Jobs in Michigan

Stifel

Client Service Associate - NR

Holland, MI · On-site

$13.50 - $18.75/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 ...

Stifel

Client Service Associate - NR

Holland, MI

$13.50 - $18.75/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 ...

Mainstay Capital Management, LLC

Be Seen First

Operations/Administrative Associate

Grand Blanc, MI · On-site

$40K - $130K/yr

We are looking for a dynamic, motivated individual to be a part of our administrative/operations ... Registered Investment Advisor with more than $4.5 billion in assets under management. Our CEO, ...

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Investment Operations Associate information

See Michigan salary details

$19.2K

$84.6K

$186.1K

How much do investment operations associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for investment operations associate in Michigan is $84,608.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,700.00 and $102,400.00 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 Michigan?

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

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

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

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

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

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, 3% Temporary, 3% Contract, and 2% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $84,608 per year, or $40.7 per hour.

Manager, Investment Accounting

Lansing, MI • On-site

Jackson National Life Insurance Company
1 - 5K employees
Learn more about Jackson National Life Insurance Companyexternal

Full-time

Re-posted 7 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
Manages the accounting, operations, management reporting and financial analysis processes for the Company's invested asset portfolio. Implements and updates accounting and reporting policies and procedures in support of Statutory, US GAAP, and SEC regulatory reporting requirements. Manages accounting staff.
Essential Responsibilities
  • Manages financial analysis and management reporting for the invested asset portfolio.
  • Manages the compilation and reconciliation of investment income, capital gain/losses and cash available for investment.
  • Manages the consolidation of affiliated entity financial results and preparation of financial statements and footnote disclosures.
  • Manages the delivery of audit documentation and provides support to internal and external auditors.
  • Researches, interprets and implements applicable accounting guidance, pronouncements and SEC and other regulatory requirements.
  • Supports budget and forecasting activities.
  • Maintains relationships with external service providers, custodians and investment manager. Provides performance metrics and analysis/input of their continued use, as applicable.
  • Manages staff and is accountable for personnel actions including hiring, performance and salary reviews, disciplinary action and firing.
  • Provides direction and guidance to associates and coordinates training, both on-the-job and through formal training opportunities.

Other Duties
  • Completes ad hoc reports and requests for senior management.
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Strong knowledge of Statutory and US GAAP accounting principles and procedures.
  • Strong understanding of Jackson products and systems.
  • Strong written and verbal communication skills.
  • Strong PC skills including MS Word, Access and Excel and other department software.
  • Strong analytical and problem solving skills.
  • Strong project management skills.
  • Must be able to work independently or as part of a team.
  • Must be able to manage and lead staff.

Qualifications
  • Bachelor's Degree in Accounting/Finance or equivalent experience required.
  • 5+ years work experience required.
  • 3+ years supervisory experience preferred.
  • Certified Public Accountant (CPA) preferred.
  • CMA or MBA preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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