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Investment Operations Associate Jobs in Ohio (NOW HIRING)

Marsh Berry

Operations Associate

Woodmere, OH · On-site

We are seeking an Operations Associate to join our team. We have a people first, fast paced ... investment banking, consulting or financial services. * Advanced proficiency in Microsoft office ...

Dutch Farms

Operations Associate

Painesville, OH · On-site

$18/hr

Our business is growing, and we're investing in our operations and people. We believe in hands-on ... About the Role: Operations Associate As an Operations Associate, you'll play a key role in ...

Marsh Berry

Sales Operations Associate

Woodmere, OH · On-site

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... This resource will report into our Investment Banking & Consulting Director. Responsibilities:

Ren

Investment Relationship Associate

Hudson, OH

$36K - $45K/yr

Client Service & Operations Level & Status P3, Exempt Position Description: The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes ...

Ren

Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

Client Service & Operations Level & Status P3, Exempt Position Description: The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Ohio

Investment Operations Associate information

See Ohio salary details

$20.9K

$92.3K

$203K

How much do investment operations associate jobs pay per year?

As of Jul 24, 2026, the average yearly pay for investment operations associate in Ohio is $92,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,800.00 and $111,700.00 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 Ohio? The most popular types of Investment Operations jobs in Ohio are:
What are popular job titles related to Investment Operations Associate jobs in Ohio? For Investment Operations Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Ohio look for? The top searched job categories for Investment Operations Associate jobs in Ohio are:
What cities in Ohio are hiring for Investment Operations Associate jobs? Cities in Ohio with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $92,287 per year, or $44.4 per hour.

Operations Associate

The Premier Resources Group

Cincinnati, OH • On-site

Full-time

Posted 11 days ago

Job description

Operations Associate (Investment & Insurance)
Cincinnati, OH
Full-Time/Direct-Hire
  • Job Duties
    • Effective communication with advisors and clients
    • Main team contact for all service requests
    • Performs all new client paperwork and assists in client onboarding
    • Manages ACAT, rollover process and transfers
    • Handles all client "money movement" (ACH, wires, RMDs, etc.)
    • Performs all insurance underwriting
    • Assist advisors with new and in-force illustrations
  • Degrees & Licenses
    • 6/7/63/SIE/L&H
  • Industry experience
    • 1-5 years
  • Skill Requirements to excel in this position
    • Knowledge of Pershing Platform and proficient with investment operations tasks
    • Organized and responsive to team requests
    • Understanding of team goals and philosophy
    • Knowledge of underwriting and POS procedures
    • Knowledge of outside business underwriting and service procedures
    • Process Driven
    • Great attitude

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