Strong understanding of financial markets, investment operations, and applicable regulatory requirements * Demonstrated ability to work independently, exercise sound judgment, and appropriately ...
Strong understanding of financial markets, investment operations, and applicable regulatory requirements * Demonstrated ability to work independently, exercise sound judgment, and appropriately ...
Strong understanding of financial markets, investment operations, and applicable regulatory requirements * Demonstrated ability to work independently, exercise sound judgment, and appropriately ...
Strong understanding of financial markets, investment operations, and applicable regulatory requirements * Demonstrated ability to work independently, exercise sound judgment, and appropriately ...
Associate
Salt Lake City, UT · On-site
$60K/yr
... operations rapidly and efficiently. Position Overview: Standish Management is looking for ... Corresponding with investors' requests regarding the fund information * Responsible for the clients ...
Associate
Salt Lake City, UT · On-site
$60K/yr
... operations rapidly and efficiently. Position Overview: Standish Management is looking for ... Corresponding with investors' requests regarding the fund information * Responsible for the clients ...
Village Capital & Investment LLC Introduction: Village Capital is a well-established mortgage ... Associate or Bachelor's degree preferred. * 3+ years of mortgage compliance or origination ...
Village Capital & Investment LLC Introduction: Village Capital is a well-established mortgage ... Associate or Bachelor's degree preferred. * 3+ years of mortgage compliance or origination ...
Village Capital & Investment LLC Introduction: Village Capital is a well-established mortgage ... Associate or Bachelor's degree preferred. * 3+ years of mortgage compliance or origination ...
Quick apply
Village Capital & Investment LLC Introduction: Village Capital is a well-established mortgage ... Associate or Bachelor's degree preferred. * 3+ years of mortgage compliance or origination ...
Client Service Associate
$14 - $19.25/hr
About Alta Capital Management Alta Capital Management, founded in 1981, is a registered investment ... Serve as a primary operational point of contact for clients, responding to inquiries with ...
Client Service Associate
$14 - $19.25/hr
About Alta Capital Management Alta Capital Management, founded in 1981, is a registered investment ... Serve as a primary operational point of contact for clients, responding to inquiries with ...
Investor Services AML Analyst I - Alternative Investments
Ogden, UT · On-site
$33K - $49K/yr
Duties & Responsibilities Under direct supervision, assist with routine operations related to ... Associate degree or two years of post-high school education. High school diploma or equivalent and ...
Investor Services AML Analyst I - Alternative Investments
Ogden, UT · On-site
$33K - $49K/yr
Duties & Responsibilities Under direct supervision, assist with routine operations related to ... Associate degree or two years of post-high school education. High school diploma or equivalent and ...
Investor Services AML Analyst I - Alternative Investments
Ogden, UT · On-site
$33K - $49K/yr
Duties & Responsibilities Under direct supervision, assist with routine operations related to ... Associate degree or two years of post-high school education. High school diploma or equivalent and ...
Investor Services AML Analyst I - Alternative Investments
Ogden, UT · On-site
$33K - $49K/yr
Duties & Responsibilities Under direct supervision, assist with routine operations related to ... Associate degree or two years of post-high school education. High school diploma or equivalent and ...
Client Service Associate
Salt Lake City, UT · On-site
$14 - $19.25/hr
Here, we foster meaningful careers, invest in the future, and make a difference for clients ... Our office is growing, and we are looking for a Client Service Associate to join our operations ...
Client Service Associate
Salt Lake City, UT · On-site
$14 - $19.25/hr
Here, we foster meaningful careers, invest in the future, and make a difference for clients ... Our office is growing, and we are looking for a Client Service Associate to join our operations ...
Client Service Associate
$14 - $19.25/hr
Here, we foster meaningful careers, invest in the future, and make a difference for clients ... Our office is growing, and we are looking for a Client Service Associate to join our operations ...
Client Service Associate
$14 - $19.25/hr
Here, we foster meaningful careers, invest in the future, and make a difference for clients ... Our office is growing, and we are looking for a Client Service Associate to join our operations ...
Associate degree preferred Tech Skills That Set You Apart * Proficiency in Microsoft Office and PC ... to invest now for financial security when you retire. With rich learning and development ...
Associate degree preferred Tech Skills That Set You Apart * Proficiency in Microsoft Office and PC ... to invest now for financial security when you retire. With rich learning and development ...
Associate degree preferred Tech Skills That Set You Apart * Proficiency in Microsoft Office and PC ... to invest now for financial security when you retire. With rich learning and development ...
Associate degree preferred Tech Skills That Set You Apart * Proficiency in Microsoft Office and PC ... to invest now for financial security when you retire. With rich learning and development ...
Associate degree preferred Tech Skills That Set You Apart * Proficiency in Microsoft Office and PC ... to invest now for financial security when you retire. With rich learning and development ...
Associate degree preferred Tech Skills That Set You Apart * Proficiency in Microsoft Office and PC ... to invest now for financial security when you retire. With rich learning and development ...
Onboarding Solutions - Associate
Salt Lake City, UT · On-site
$65K - $80K/yr
This role sits at the center of iCapital's mission, focusing on enhancing operational scalability ... Identify which questions in legal documents are applicable to investor types and apply necessary ...
Onboarding Solutions - Associate
Salt Lake City, UT · On-site
$65K - $80K/yr
This role sits at the center of iCapital's mission, focusing on enhancing operational scalability ... Identify which questions in legal documents are applicable to investor types and apply necessary ...
Onboarding Solutions - Associate
Salt Lake City, UT · On-site +1
$65K - $80K/yr
This role sits at the center of iCapital's mission, focusing on enhancing operational scalability ... Identify which questions in legal documents are applicable to investor types and apply necessary ...
Onboarding Solutions - Associate
Salt Lake City, UT · On-site +1
$65K - $80K/yr
This role sits at the center of iCapital's mission, focusing on enhancing operational scalability ... Identify which questions in legal documents are applicable to investor types and apply necessary ...
Onboarding Solutions - Associate
Salt Lake City, UT · On-site +1
$65K - $80K/yr
This role sits at the center of iCapital's mission, focusing on enhancing operational scalability ... Identify which questions in legal documents are applicable to investor types and apply necessary ...
Onboarding Solutions - Associate
Salt Lake City, UT · On-site +1
$65K - $80K/yr
This role sits at the center of iCapital's mission, focusing on enhancing operational scalability ... Identify which questions in legal documents are applicable to investor types and apply necessary ...
Production Associate
$21.92 - $25.54/hr
... operations in 27 countries and 14 Tech Centers worldwide. We design, develop and manufacture world ... Investment Plan. · Accrual of vacation time, 12 Paid Holidays, and 40 hours of personal time.
Quick apply
Production Associate
$21.92 - $25.54/hr
... operations in 27 countries and 14 Tech Centers worldwide. We design, develop and manufacture world ... Investment Plan. · Accrual of vacation time, 12 Paid Holidays, and 40 hours of personal time.
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · Hybrid
$24.03 - $34.85/hr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... operations, investments, billing, etc.) to ensure client requests are executed within defined ...
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · Hybrid
$24.03 - $34.85/hr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... operations, investments, billing, etc.) to ensure client requests are executed within defined ...
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · On-site
$24.03 - $34.85/hr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... operations, investments, billing, etc.) to ensure client requests are executed within defined ...
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · On-site
$24.03 - $34.85/hr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... operations, investments, billing, etc.) to ensure client requests are executed within defined ...
We're owned by KKR - one of the world's largest and most successful private equity investment ... We prioritize taking care of our people, which includes associates and customers, and strive to ...
We're owned by KKR - one of the world's largest and most successful private equity investment ... We prioritize taking care of our people, which includes associates and customers, and strive to ...
Investment Operations Associate information
See Utah salary details
$20K - $35.9K
4% of jobs
$35.9K - $51.7K
14% of jobs
$55.3K is the 25th percentile. Wages below this are outliers.
$51.7K - $67.6K
32% of jobs
The median wage is $68K / yr.
$67.6K - $83.4K
18% of jobs
$83.4K - $99.3K
7% of jobs
$99.6K is the 75th percentile. Wages above this are outliers.
$99.3K - $115.1K
12% of jobs
$115.1K - $131K
9% of jobs
$131K - $146.8K
4% of jobs
$146.8K - $162.7K
0% of jobs
$162.7K - $178.5K
0% of jobs
$178.5K - $194.4K
0% of jobs
$20K
$88.4K
$194.4K
How much do investment operations associate jobs pay per year?
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.

Senior Compliance Specialist (Ensign Peak Advisors)
The Church of Jesus Christ of Latter-day SaintsSalt Lake City, UT • On-site
Full-time
Posted 4 days ago
Church of Jesus Christ of Latter-day Saints rating
8.5
Based on 78 frontline employees who took The Breakroom Quiz
3rd of 15 rated religious organizations
Job description
The Senior Compliance Specialist is responsible for supporting and enhancing the firm's compliance framework and control environment. This role works closely with business units, senior management, and compliance committees to ensure adherence to regulatory requirements, effective risk management, and operational integrity. The position requires advanced knowledge of financial services compliance, strong analytical capabilities, and the ability to independently manage complex compliance and operational initiatives.
Ensign Peak Advisors is an affiliated organization of The Church of Jesus Christ of Latter-day Saints. In support of the Church's global mission, Ensign Peak Advisors manages the financial reserves of the Church and provides cash management services to fund Church operations.
Responsibilities
- Enhance and strengthen compliance programs, processes, and control frameworks, including identifying and implementing automation opportunities
- Lead the execution of compliance testing, monitoring, and training programs
- Monitor adherence to regulatory and internal compliance obligations, including portfolio and transactional compliance
- Serve as a subject matter expert in document retention policies and procedures, information barriers, and portfolio and transactional compliance
- Partner with internal stakeholders to collect, maintain, and safeguard key documentation and records
- Identify risks, evaluate control effectiveness, and recommend enhancements to management and compliance committees
- Develop and maintain a deep understanding of business functions, operational processes, and supporting technology systems
- Prepare and deliver clear, accurate, and timely reports and presentations to senior stakeholders
- Collaborate across business units to support compliance initiatives and operational improvements
- Stay current on regulatory developments and industry best practices through ongoing training and professional engagement
- Be responsible for preparing and analyzing reporting to external regulatory agencies (TIC, SEC, BEA, CFTC etc.)
Qualifications
- Bachelor's degree in accounting, finance, economics, or a related field
- Strong understanding of financial markets, investment operations, and applicable regulatory requirements
- Demonstrated ability to work independently, exercise sound judgment, and appropriately escalate issues
- Strong communication, organizational, and project management skills
- Ability to analyze complex business processes and associated technology controls
Experience
- Minimum of 10+ years of experience in financial services compliance, operations, or a related function (e.g. public accounting investment management, banking, capital markets)
- Proven experience with compliance frameworks, internal controls, and operational risk management practices
Preferred Qualifications - Advanced degree (e.g., MBA, JD, MPA)
- Relevant professional certifications such as CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), CRCM (Certified Regulatory Compliance Manager), FRM (Financial Risk Manager)
About Us
Church employees find joy and satisfaction in using their unique talents and abilities to further the Lord's work. From the IT professional who develops an app that sends the gospel message worldwide, to the facilities manager who maintains our buildings- giving Church members places to worship, teach, learn, and receive sacred ordinances-our employees seek innovative ways to share the gospel of Jesus Christ with the world. They are literally working in His kingdom.
Only members of the Church who are worthy of a temple recommend qualify for employment. Apart from this, the Church is an equal opportunity employer and does not discriminate in its employment decisions on any basis that would violate U.S. or local law.
Qualified applicants will be considered for employment without regard to race, national origin, color, gender, pregnancy, marital status, age, disability, genetic information, veteran status, or other legally protected categories that apply to the Church. The Church will make reasonable accommodations for qualified individuals with known disabilities.
What Church of Jesus Christ of Latter-day Saints employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Church of Jesus Christ of Latter-day Saints
Sourced by ZipRecruiter
Industry
Religious organizations
Company size
10,000+ Employees
Headquarters location
Salt Lake City, UT, US
Year founded
1820