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Investment Operations Associate Jobs in Missouri

Barry-Wehmiller

Associate

Saint Louis, MO

By blending people-centric leadership with disciplined operational strategies and purpose-driven ... Forsyth's investment strategy focuses building great businesses through people and utilizes a ...

Stifel

Fund Banking Analyst

Saint Louis, MO · On-site

... investment professionals, and other stakeholders to ensure the smooth operation of fund banking ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Fund Banking Analyst

Saint Louis, MO

... investment professionals, and other stakeholders to ensure the smooth operation of fund banking ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Fund Banking Analyst

Saint Louis, MO

... investment professionals, and other stakeholders to ensure the smooth operation of fund banking ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

SPA Post Close Associate

Saint Louis, MO

$13 - $16/hr

Minimum Required: 0-2 years of Commercial Operations experience. * Minimum Required: None ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

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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 Aug 16, 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?

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 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 August 2026, with employment types broken down into 83% Full Time, 12% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $91,055 per year, or $43.8 per hour.

Associate

Barry-Wehmiller

Saint Louis, MO

Full-time

Re-posted 24 days ago

Job description

About Us:


 

Barry-Wehmiller is a diversified global supplier of engineering consulting and manufacturing technology for the packaging, corrugating, sheeting and paper-converting industries. By blending people-centric leadership with disciplined operational strategies and purpose-driven growth, Barry-Wehmiller has become a $3 billion organization with nearly 12,000 team members united by a common belief: to use the power of business to build a better world.


 

Job Description:

BW Forsyth Partners is a private investment firm with a long-term investment horizon and evergreen capital base. Forsyth's investment strategy focuses building great businesses through people and utilizes a combination of programmatic M&A, strategy deployment, and a people-centric approach to culture. Forsyth is based in St. Louis and was founded on the premise of combining the best aspects of private equity and long-term ownership. Since 2010, Forsyth has completed 40+ acquisitions across 4 different platforms resulting in a multi-billion investment portfolio. Forsyth possesses a single source of evergreen capital through the Barry-Wehmiller Group, a global provider of services and equipment to a diverse set of end markets. For more information, visit bwforsyth.com.

Position Description:

Forsyth is looking for a full-time Associate, based in St. Louis, MO, for an immediate to summer 2024 start. This individual will be responsible for all aspects of the deal process from identification and evaluation of potential investment opportunities, financial analysis, due-diligence, deal structuring and post-investment portfolio management.

Primary Responsibilities:

  • TheAssociatewill be a critical member of the Forsyth team and will support other members across a variety of tasks related to deal analysis and execution

  • Provide initial investment review and screening of prospective investment opportunities for the firm as well as tracking of the firm's investment pipeline

  • Financial modeling to support potential transaction opportunities

  • Assist in preparation and presentation of investment recommendations to the firm's Investment Committee

  • Assist in monitoring of active portfolio companies

  • Assist in the development, execution and maintenance of strategic business plans

  • Work with senior management to enhance the value of portfolio companies

  • Maintain internal databases of companies and relationships

Qualifications:

  • Bachelor's degree with strong academic performance

  • Minimum of 2 years of investment banking orprivateequityexperience

  • High proficiency with financial modeling and Excel

  • Superior analytical, organizational, and written and verbal communication skills


 

At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. We know that our differences often can bring about innovation, excellence and meaningful work-therefore, people from all backgrounds are encouraged to apply to our positions. Please let us know if you require reasonable accommodations during the interview process.

Barry-Wehmiller is an equal opportunity employer. M/F/D/V This organization uses E-Verify.


 

Applicants may be subject to pre-employment screening which may include drug screening, reference checks, employment verifications, background screening and/or skills assessments.


Company:

BW Forsyth Partners

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