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Investment Operations Associate Jobs in New Jersey

We are hiring an Investment Operations Associate to own the day-to-day execution of our back and middle office functions, partnering closely with the Director of Operations. In this role you will be ...

We are hiring an Investment Operations Associate to own the day-to-day execution of our back and middle office functions, partnering closely with the Director of Operations. In this role you will be ...

Investment Management - Investment Operations What You Will Do We are seeking an Associate to support the daytoday operational functions of the separately managed account (SMA) platform. This role is ...

Investment Management - Investment Operations What You Will Do We are seeking an Associate to support the day-to-day operational functions of the separately managed account (SMA) platform. This role ...

Broadridge is hiring! We're seeking an Operations Associate to join our stellar team. In this role ... Partner with various teams within Morgan Stanley Client Solutions & Investment Solutions ...

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Investment Operations Associate information

See New Jersey salary details

$22.3K

$98.6K

$216.8K

How much do investment operations associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for investment operations associate in New Jersey is $98,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,000.00 and $119,300.00 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 New Jersey?

The most popular types of Investment Operations jobs in New Jersey are:

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

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

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

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

What cities in New Jersey are hiring for Investment Operations Associate jobs?

Cities in New Jersey with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in New Jersey as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $98,552 per year, or $47.4 per hour.

Investment Operations Associate

InforCapital, partnership

Princeton, NJ • On-site

$70 - $90/hr

Other

Posted 3 days ago

New


Job description

# Investment Operations AssociateOneWellAssociateFamily OfficeFull-timeLocationPrinceton, United StatesDate PostedMay 15, 2026RegionNew JerseyStay ahead of the marketGet instant notifications when new job openings matching "Family Office / Associate jobs in Princeton, United States" are published.## About This RoleOneWell is a registered investment advisor offering institutional-quality investment and advisory solutions to ultra-high-net-worth families (USD 20M+) and to endowments, foundations, and mission-aligned community institutions through its OCIO platform. The firm combines strategic asset allocation, rigorous public and private market strategies, and disciplined execution to compound capital over time.Role: Investment Operations AssociateLocation: Princeton, NJ (Hybrid)Reports to: Director of OperationsExperience: 3-5 yearsRole Summary:The Investment Operations Associate will own the day-to-day execution of back and middle office functions, partnering closely with the Director of Operations, supporting both the UHNW client base and endowments.Key Responsibilities - Back Office:- Primary executor of back office operations including the full transaction services workflow: money movement, capital call and distribution processing, and alternative investment subscriptions and redemptions- Ownership of capital call pipeline tracking, monitoring notifications from GPs, coordinating funding with client accounts, and ensuring timely execution- Alternative investment subscription management: preparing and submitting subscription documents for private equity, private credit, real assets, and hedge fund investments- Distribution processing: receiving, reconciling, and allocating distributions from LP interests across client portfoliosMiddle Office:- Portfolio data management and reconciliation across custodian platforms and portfolio accounting systems- Performance reporting support, ensuring accurate NAV updates for alternative holdings- Supporting investment team with portfolio analytics, exposure reporting, and rebalancing executionQualifications:- 3-5 years of experience in investment operations, ideally at a multi-family office, RIA, OCIO, or alternative investment firm- Experience with capital calls, alternative investment subscriptions, and LP fund administration preferred- Strong attention to detail and ability to manage multiple concurrent workflows- Proficiency with portfolio accounting systems (e.g., Addepar, Black Diamond, Orion)About OneWell:OneWell serves values-driven institutions and families, offering OCIO services with a focus on alternatives including private equity, private credit, real assets, and hedge funds.Apply for this Position #J-18808-Ljbffr