ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Pennsylvania

next page

Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Pennsylvania

Investment Operations Associate information

See Pennsylvania salary details

$22.1K

$97.3K

$214K

How much do investment operations associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for investment operations associate in Pennsylvania is $97,306.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,200.00 and $117,800.00 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 Pennsylvania?

The most popular types of Investment Operations jobs in Pennsylvania are:

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

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

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

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

What cities in Pennsylvania are hiring for Investment Operations Associate jobs?

Cities in Pennsylvania with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $97,306 per year, or $46.8 per hour.

Operations Associate - Investment Office

Carnegie Mellon University

Pittsburgh, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Carnegie Mellon University rating

8.6

Company rating: 8.6 out of 10

Based on 24 frontline employees who took The Breakroom Quiz

69th of 621 rated colleges and universities

Job description

Carnegie Mellon University, located in Pittsburgh, Pennsylvania, is a global top-tier, private research university founded in 1900 by industrialist and philanthropist Andrew Carnegie. A birthplace of innovation throughout its greater than 125-year history, Carnegie Mellon is recognized for arts and technology programs, collaboration across disciplines, and leadership in educational excellence.
Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4 billion investment portfolio serves as a key strategic and growing asset to support the university's research and education mission. Carnegie Mellon's Investment Office manages the endowment portfolio and the university's other long-term financial investments with a growth orientation. The equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. As a leading research university, Carnegie Mellon has excellent access to the best investment opportunities and investment managers in the world. Carnegie Mellon has high expectations for its investment portfolio. The importance of our mission and the diversity of our activities foster a challenging, intellectually stimulating, and driven work environment that we balance with an inclusive and collaborative approach.
We are seeking an Operations Associate to join our team! This is an exciting opportunity if you thrive in an interesting and challenging work environment. You will assume critical process, control, and recording responsibilities for endowment financial reporting and analytics. Reporting to the Director - Investment Operations, Risk and Analytics, you will be responsible for core operational functions and for producing key reports and analytics for leadership.
Core responsibilities include:
  • Manage documentation and processes to onboard new external investment managers.
  • Monitor investment manager requests and coordinate with responsible investment team members.
  • Review quarterly valuations and transactions for the Long-Term Pool investment portfolio and post accounting entries in the general ledger.
  • Prepare dashboards and periodic portfolio analytics.
  • Assist with the tracking of portfolio company level data for private equity fund investments.
  • Assist with the operational due diligence review for private equity and hedge fund managers.
  • Assist with AI integration projects within the Investment Office.
  • Support audit, tax, and other regulatory filings.

Adaptability, excellence, and passion are vital qualities within Carnegie Mellon University. We are in search of a team member who can effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work.
You should demonstrate:
  • Knowledge of professional practice in financial accounting and reporting, internal controls, and external reporting. Ability to read, interpret, and analyze GAAP and IFRS financial documents.
  • Ability to problem solve and gather/analyze information skillfully and efficiently.
  • Technical proficiency in Microsoft Excel. Ability to analyze large data sets and identify patterns and gaps within the data.
  • Team player approach to collaboration, strong organizational skills and ability to handle multiple tasks with accuracy and attention to detail, and a keen sense of prioritization and planning.
  • Excellent interpersonal, listening, and communication skills and high standards of professional ethics and integrity.

Qualifications:
  • Bachelor's degree in business, accounting, economics or finance required; CPA desired.
  • Minimum five years in a finance, accounting or auditing position. Previous investment operations or asset management experience is a plus.
  • Experience with investment operations platforms such as Dynamo, Geneva Advent, BNY Nexen, Microsoft Power Bi is a plus.
  • A combination of education and relevant experience from which comparable knowledge is demonstrated may be considered.

Requirements:
  • Successful pre-employment background check

Joining the CMU team opens the door to an array of exceptional benefits.
Benefits eligible employees enjoy a wide array of benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance.
Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more!
For a comprehensive overview of the benefits available, explore our Benefits page.
At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond credentials, we evaluate the role and responsibilities, your valuable work experience, and the knowledge gained through education and training. We appreciate your unique skills and the perspective you bring. Your journey with us is about more than just a job; it's about finding the perfect fit for your professional growth and personal aspirations.
Are you interested in an exciting opportunity with an exceptional organization?! Apply today!
Location
Pittsburgh, PA
Job Function
Financial Planning, Analysis, Accounting and Reporting
Position Type
Staff - Regular
Full Time/Part time
Full time
Pay Basis
Salary
More Information:
  • Please visit "Why Carnegie Mellon" to learn more about becoming part of an institution inspiring innovations that change the world.
  • Click here to view a listing of employee benefits
  • Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.
  • Statement of Assurance

What Carnegie Mellon University employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply