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Investment Operations Associate Jobs in Virginia

Cassaday & Company

Junior Investment Analyst

Mclean, VA · Hybrid

$60K - $65K/yr

POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the Investment Management & Research (IMR) team in McLean, Virginia. This role focuses on investment ...

W3Global Inc.

Client Service Associate

Roanoke, VA · On-site

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth ... Strong understanding of investment operations, financial planning processes, and compliance ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Virginia

Investment Operations Associate information

See Virginia salary details

$21.8K

$96.2K

$211.7K

How much do investment operations associate jobs pay per year?

As of Jul 25, 2026, the average yearly pay for investment operations associate in Virginia is $96,240.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,400.00 and $116,500.00 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 Virginia? The most popular types of Investment Operations jobs in Virginia are:
What are popular job titles related to Investment Operations Associate jobs in Virginia? For Investment Operations Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Virginia look for? The top searched job categories for Investment Operations Associate jobs in Virginia are:
What cities in Virginia are hiring for Investment Operations Associate jobs? Cities in Virginia with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Virginia as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $96,240 per year, or $46.3 per hour.
Investment & Insurance Operations Associate

Investment & Insurance Operations Associate

Claire Myers Consulting

Richmond, VA

Full-time

Posted 21 days ago

Job description

Position Overview:


Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will play a critical role in ensuring client accounts, insurance cases, and operational workflows are handled with accuracy, urgency, and a high level of client service.


The ideal candidate is detail-oriented, operationally strong, proactive, and comfortable managing multiple moving pieces in a fast-paced environment.


Key Responsibilities:


Investment & Insurance Operations:


  •  Manage investment and insurance new business from submission through completion 
  •  Prepare and submit account paperwork with a high level of accuracy 
  •  Process account openings, transfers, rollovers, contributions, withdrawals, and other client transactions 
  •  Track cases across custodians and internal systems to ensure timely execution 
  •  Coordinate with custodians, carriers, and internal team members throughout the process 



Insurance Operations & Case Management:


  •  Process insurance applications from underwriting through policy delivery 
  •  Coordinate medical exams and gather underwriting requirements 
  •  Monitor case progress and proactively follow up on outstanding items 
  •  Support ongoing policy servicing including beneficiary updates, loans, payments, and policy changes 



Client Service & Advisor Support:


  •  Serve as a point of contact for operational and service-related client requests 
  •  Communicate professionally with clients, advisors, and external partners 
  •  Support advisors by preparing materials and ensuring operational readiness 
  •  Help deliver a seamless, high-touch client experience 



Operations & Process Improvement:


  •  Maintain accurate CRM and operational records 
  •  Ensure workflows stay organized and nothing falls through the cracks 
  •  Identify inefficiencies and help improve operational processes 
  •  Assist in building scalable systems to support the firm’s continued growth 



Qualifications:


  •  Experience within financial services, wealth management, insurance, or investment operations preferred 
  •  Strong attention to detail and organizational skills 
  •  Ability to manage multiple priorities in a fast-paced environment 
  •  Strong communication and problem-solving abilities 
  •  Experience working with CRM systems and operational platforms 
  •  Licenses: Life & Health Insurance and/or Series 6 or 7 required 



What Makes Someone Successful in This Role:


  •  Strong sense of ownership and accountability 
  •  Proactive and resourceful mindset 
  •  Ability to anticipate needs and solve problems independently 
  •  Team-oriented with a strong work ethic 
  •  Adaptable and comfortable in a fast-moving environment 
  •  Eagerness to learn and grow professionally