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Investment Operations Associate Jobs in Missouri

Stifel

Operations Associate-Margin

Saint Louis, MO · On-site

We are a global wealth management and investment banking firm serious about innovation and fresh ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Trust Investment Associate

Saint Louis, MO · On-site

What You'll Be Doing The Trust Investment Associate provides administrative and analytical ... operations, and client service areas. What We're Looking For * Assist portfolio managers by ...

Stifel

Trust Investment Associate

Saint Louis, MO · On-site

What You'll Be Doing The Trust Investment Associate provides administrative and analytical ... operations, and client service areas. What We're Looking For * Assist portfolio managers by ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Missouri

Investment Operations Associate information

See Missouri salary details

$20.6K

$91.1K

$200.3K

How much do investment operations associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for investment operations associate in Missouri is $91,055.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $110,200.00 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 Missouri? The most popular types of Investment Operations jobs in Missouri are:
What are popular job titles related to Investment Operations Associate jobs in Missouri? For Investment Operations Associate jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Missouri look for? The top searched job categories for Investment Operations Associate jobs in Missouri are:
What cities in Missouri are hiring for Investment Operations Associate jobs? Cities in Missouri with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Missouri as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $91,055 per year, or $43.8 per hour.
Investment Advisory Operations Associate

Investment Advisory Operations Associate

Renaissance Financial

Saint Louis, MO • On-site

Full-time

Medical, Retirement

Posted 12 days ago

Job description

About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to provide support for new account opening and review, money movement processing, account maintenance, and following up on outstanding work items.
Primary Responsibilities:
  • Review new account paperwork daily.
  • Monitor and communicate to resolve issues and alerts from Schwab.
  • Answer incoming calls on the IA Service Line and emails to the IA Service Group.
  • Process client checks for deposit at Schwab or Pershing.
  • Assist Financial Advisors and Administrative Assistants with Cost Basis maintenance.
  • Process money movement requests for Schwab and Pershing which include ACH, wires and journal.
  • Monitor and track daily tasks for accuracy and completion.
  • Data entry of IA & Brokerage activity into database.
  • Assist with onboarding new clients using DocuSign system.
  • Scan paperwork for submission to custodians and for processing service requests.
  • Update MAPS portfolios and run reports in Morningstar.
  • Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately.
  • Function as a liaise to our Financial Advisors and follows up on the status of outstanding issues and requirements from our custodians
  • Develop expertise in our firm's technology and software tools and platforms

Essential Characteristics:
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations.
  • Enjoy collaborating and being a part of a team that puts clients first.
  • This position requires demonstrated poise, tact, patience, and diplomacy.
  • Must be able to interact and communicate with individuals at all levels of the organization.
  • Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
  • Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
  • Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
  • Open to feedback and coaching.

Education, Training & Experience:
  • College degree preferred; must have high school diploma.
  • One or more years of experience in an office environment.

Registrations Required:
Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for taking the classes offered to help pass the tests.
  • SIE
  • Series 7
  • Series 66

Computer Equipment & Software:
  • Microsoft Office Products
  • Databases
  • Internet

Working Conditions:
  • This position requires working in an office environment.
  • Standard 40-hour work week.
  • This position may require you to work occasional overtime hours.
  • This position may require occasional travel.

We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Benefits and Incentives:
  • Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
  • Employer Paid Medical Insurance.
  • Potential for Annual Variable Compensation and Bonuses.
  • Employer Licensing Coverage and Growth Opportunities.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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