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Investment Operations Associate Jobs in Nebraska

Charles Schwab Inc.

Associate, Banking Operations

Omaha, NE · On-site

$24.52 - $27.88/hr

As a Move Money Solutions Associate , you will promote client and Investment Advisor loyalty by ... Preferred Qualifications: * 2+ years' experience in client service or operations with brokerage ...

New

Charles Schwab

Associate, Banking Operations

Omaha, NE · On-site

As a Move Money Solutions Associate , you will promote client and Investment Advisor loyalty by ... Preferred Qualifications: * 2+ years' experience in client service or operations with brokerage ...

Markel International

Paralegal

Omaha, NE · On-site +1

$44/hr

Bachelor's degree, Associate's degree in paralegal studies, certification from an ABA-approved ... investment operations around the world. We're all about people | We win together | We strive for ...

AOI Corporation

Director of Operations

Omaha, NE · On-site

Associate's Degree in Business or related field, or a combination of education and experience ... You invest in the people around you. You're as proud of your team's growth as you are of the ...

AOI Corporation

Director of Operations

Omaha, NE

Associate's Degree in Business or related field, or a combination of education and experience ... You invest in the people around you. You're as proud of your team's growth as you are of the ...

Markel International

Underwriting Support Assistant

Omaha, NE · Hybrid

$18.75 - $25.50/hr

This associate works under direct supervision following standard processing procedures. USA is ... investment operations around the world. We're all about people | We win together | We strive for ...

Markel Corporation

Underwriting Support Assistant

Omaha, NE · On-site

$18.75 - $25.50/hr

This associate works under direct supervision following standard processing procedures. USA is ... investment operations around the world. We're all about people | We win together | We strive for ...

Webforge

Director of Operations

Omaha, NE · On-site

Join a Fortune 1000 company that respects hard work, honors diversity and invests in our employees ... Preferred Bachelors with 10+ years of relevant experience or associate's degree with 12+ years ...

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Investment Operations Associate information

See Nebraska salary details

$21K

$92.6K

$203.6K

How much do investment operations associate jobs pay per year?

As of Jul 25, 2026, the average yearly pay for investment operations associate in Nebraska is $92,554.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $112,000.00 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 popular job titles related to Investment Operations Associate jobs in Nebraska? For Investment Operations Associate jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Nebraska look for? The top searched job categories for Investment Operations Associate jobs in Nebraska are:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Nebraska as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 28% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $92,554 per year, or $44.5 per hour.

Tributary Capital Management: Trading/Operations Associate

Firstnational

Omaha, NE

$47K - $78K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Summary of the Job:

Tributary Capital Management is a SEC Registered Investment Adviser headquartered in Omaha, Nebraska, and is a wholly-owned subsidiary of FNBO. Tributary provides equity investment management services to institutions, individuals, and investment companies and manages over $4 billion in multiple equity strategies.
The Trading/Operations Associate is responsible for supporting the operations team within Tributary Capital Management including equity trading and systems work. Primary duties include implementation of Portfolio Manager directed equity trades in client accounts, as well as investing or raising funds as needed to satisfy individual client needs.

About This Role:

Trading: Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent's Moxy Trade Order Management System and various client directed trading platforms.
  • Implement Portfolio Manager instructions in client accounts.
  • Maintain a high level of accuracy and responsiveness.
  • Maintain required documentation.
  • Work across various custodians to ensure accurate settlement.
  • Maintain client account information in Advent APX
Operations Support: Work closely with Tributary's Director of Operations to assist in variety of operational activities to support Tributary Capital Management.
  • Vote and document client proxies.
  • Provide trading support including resolution of settlement issues, maintaining required trade documentation and set-up of new trading relationships.
  • Complete recurring monthly and/or quarterly tasks for Tributary's reporting and reconciliation processes.

The Ideal Candidate for This Role:

Minimum Requirements for this Position
  • High School Diploma
  • 1 year of experience in the investment or financial services industry
  • Proficiency with Microsoft Office suite of products with an emphasis on Excel
  • Exceptional attention to detail
  • Ability to work well in a team environment
  • Strong time management skills
  • This is an on-site position located in the First National Tower in downtown Omaha
Preferred Education, Experience, and Skills
  • Bachelor's Degree in Business Related Field
  • 3 - 4 years' experience in the investment or financial services industry
  • Prior trading experience
  • Familiarity with Microsoft Access or SQL
  • Experience with Advent APX and Moxy
  • Experience with Fidelity Wealthscape, Schwab Advisor Center, APL, Vestmark or similar
  • Knowledge of Regulatory and Compliance issues pertaining to brokerage and investment management industry
Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $47,613.00-$78,560.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

  • Medical, Dental, Vision Insurance

  • 401k, With Matching Contributions

  • Time Off Programs

  • Health Savings Account (HSA)/Dependent Care

  • Employee Banking

  • Growth Opportunities

  • Tuition Assistance

  • Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261039

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

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