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Investment Operations Associate Jobs in Rhode Island

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

The Investment Sales Associate supports financial advisors in delivering exceptional client service ... Support financial advisors with daily sales and operational activities * Process client ...

Fidelity Investments

Audit Associate

Smithfield, RI · On-site

Comfort collaborating with partners across technology, finance, operations, and compliance teams ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...

Fidelity Investments

Audit Associate

Smithfield, RI · On-site

Comfort collaborating with partners across technology, finance, operations, and compliance teams ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...

Van Liew Trust Company

Be Seen First

Administrative Associate

Providence, RI · On-site

$42K - $50K/yr

In this role, you will provide essential administrative and operational support to the Vice ... Investment Committee materials, SAGE G/L work, and quarterly board meeting reports. * Maintain ...

CertaPro Painters

Production Associate

Warwick, RI · On-site

$75K - $85K/yr

... production operation. Production Associate Overview * Provide an exceptional experience for ... Ongoing training and development - we invest in your success and leadership skills * Supportive ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Rhode Island

Investment Operations Associate information

See Rhode Island salary details

$21.5K

$95.1K

$209.1K

How much do investment operations associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment operations associate in Rhode Island is $95,065.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $115,100.00 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 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 Rhode Island? The most popular types of Investment Operations jobs in Rhode Island are:
What are popular job titles related to Investment Operations Associate jobs in Rhode Island? For Investment Operations Associate jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Rhode Island look for? The top searched job categories for Investment Operations Associate jobs in Rhode Island are:
What cities in Rhode Island are hiring for Investment Operations Associate jobs? Cities in Rhode Island with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Rhode Island as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $95,065 per year, or $45.7 per hour.

Investment Sales Associate

Berkshire Bank

Providence, RI • On-site

$52K - $90K/yr

Full-time

Re-posted 3 days ago

Berkshire Bank rating

6.7

Company rating: 6.7 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

137th of 171 rated banks

Job description

Division: Beacon Bank & Trust
Department: Investment Services
Reports to: Director of Investments
Status: Exempt
Grade: 9E
Pay Range: $52,000-$90,498
Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Providence, RI
Purpose/Objective:
The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive, highly organized, and committed to continuous professional development.
Key Accountabilities:
  • Support financial advisors with daily sales and operational activities
  • Process client transactions accurately and efficiently
  • Meets with clients in person when necessary
  • Prepare client meeting materials, proposals, and portfolio reviews
  • Proactively follow up on client requests and identify service opportunities
  • Maintain and deepen client relationships through high-touch service
  • Identify cross-selling opportunities and contribute to revenue growth
  • Stay current on market trends, products, and compliance requirements

Education:
  • Bachelor's Degree with related experience in financial services or retail organization preferred

Experience:
  • 2+ years counselling customers and selling financial products desirable

Skills & Knowledge:
  • Active securities and insurance licenses (Series 7, 63/65/66)
  • Relentless work ethic and a strong desire to learn and grow
  • Exceptional attention to detail and organizational skills
  • Strong communication skills and outstanding customer service
  • A positive attitude and a proactive mindset

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

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