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Investment Operations Associate Jobs in Utah (NOW HIRING)

Atonom

Associate AI Operations

Provo, UT

Associate AI Operations Customer Experience | Provo, UT | Full-Time | On-Site | $50,000 - $90,000 ... Learn from experienced specialists who invest in your growth. * Career velocity. High-visibility ...

Atonom

Associate AI Operations

Provo, UT · On-site

$50K - $90K/yr

Associate AI Operations Customer Experience | Provo, UT | Full-Time | On-Site | $50,000 - $90,000 ... Learn from experienced specialists who invest in your growth. * Career velocity. High-visibility ...

Atonom

Associate AI Operations

Provo, UT · On-site

Salary: $50,000 to $90,000 Associate AI Operations Customer Experience | Provo, UT | Full-Time | On ... Learn from experienced specialists who invest in your growth. * Career velocity. High-visibility ...

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Investment Operations Associate information

See Utah salary details

$20K

$88.4K

$194.4K

How much do investment operations associate jobs pay per year?

As of Jun 7, 2026, the average yearly pay for investment operations associate in Utah is $88,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,200.00 and $107,000.00 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 the most commonly searched types of Investment Operations jobs in Utah? The most popular types of Investment Operations jobs in Utah are:
What are popular job titles related to Investment Operations Associate jobs in Utah? For Investment Operations Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Utah look for? The top searched job categories for Investment Operations Associate jobs in Utah are:
What cities in Utah are hiring for Investment Operations Associate jobs? Cities in Utah with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Utah as of May 2026, with employment types broken down into 97% Full Time, 2% Part Time, and 1% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $88,372 per year, or $42.5 per hour.

Alternative Investment Operations - Associate

iCapital

Salt Lake City, UT • On-site

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

About the Role
iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional support experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.
The ideal candidate will build strong client relationships and become a strategic problem solver together with team Leads and Associates. This role is highly collaborative, with a strong focus on improving iCapital's clients' overall satisfaction and operational processes as a team.
Responsibilities
  • Develop an in-depth understanding of all interfaces on the iCapital platform, ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative clients with key relationships with wirehouses, RIAs, and IBDs.
  • Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities.
  • Partner closely with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies.
  • Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
  • Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution.
  • Meet and exceed service level agreements and performance targets through effective queue management.
  • Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution.
  • Enhance and maintain product documentation and internal resources to support platform users.
  • Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products.

Qualifications
  • 2-5+ years of experience in a client-facing role within the finance industry
  • Bachelor's degree is required
  • Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution
  • Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
  • Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success
  • Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support
  • Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic
  • Able to convey complex concepts clearly and concisely to a diverse audience
  • High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables
  • Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution
  • Strong technical aptitude, including comfort working "under the hood" of platforms to understand system behavior, workflows, and dependencies
  • Ability to analyze technical and operational issues using structured problem-solving, including reviewing data, logs, or system outputs to identify root causes
  • Comfort translating technical concepts and platform behavior into clear, actionable explanations for both clients and non-technical internal partners

Benefits
The base salary range for this role is $70,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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